Product Owner Portfolio Management

National Bank Financial (NBF) is currently seeking a person to join our growing team and lead the evolution of our Portfolio Management applications.

As a Product Owner (PO) you will use your influence on a daily basis and take important decisions to maximize business value in a timely fashion. You will guide the progress of projects, execute to meet the target business vision, and prioritize activities to make them a reality.  Your ability to analyze and solve complex problems, your skilled decision-making and your engaging leadership will be your levers for success.

Your job:

• Collaborate with stakeholders to gather requirements, define features, and prioritize the product backlog based on customer needs, market trends, and business goals.
• Develop and maintain a clear product roadmap that aligns with the company's strategic objectives jointly with the lead PO.  
• Work closely with development, design, and quality assurance teams to ensure successful and timely delivery of high-quality features.
• Be in constant communication with end users and act as the voice of the customer, understanding their pain points and needs to drive product improvements and enhancements.
• Stay informed about industry trends, competitor products, and emerging technologies to identify opportunities for innovation and product differentiation.  Bring continuous improvements to the application to improve client and employee experience.
• Plan and coordinate product releases, including communication plans, documentation, and training materials.
• Monitor key performance indicators (KPIs) and gather user feedback to continuously assess and improve the product's effectiveness.  Be accountable for commitments (value, costs, timeline, and benefits).   Identify and mitigate operational risks.
• Influence the network in adoption of the application Portfolio Management trading features and best practices and support.

Your team:

You will report directly into the NBF Wealth Management business line but will have a transversal role, ensuring that the Portfolio Management applications will meet the business needs of all Wealth Management division (NBIN, NBDB, PB1859 etc.). The PO will also be working closely with business analysts, IT project managers and asset managers.  

Your role on the team is to offer cutting-edge Portfolio management applications for wealth advisors, portfolio managers and their teams to empower them in managing their clients’ portfolios effectively.

Basic requirements:

• Bachelor's degree in a related field and seven (7) years of relevant experience
• Strong understanding of Portfolio Management concepts and practices, experience working with financial advisors
• Knowledge of Croesus and Wealth 360, an asset
• Proven delivery experience (2+ years) as a PO
• Experience in managing large-scale technological projects in agile mode
• Good knowledge of Agile/Scrum methodologies
• Ability to create strong interpersonal ties with vendors
• Excellent leadership, communication and interpersonal skills
• Ability to quickly grasp and resolve complex issues and help making appropriate recommendations
• Experience in managing change in large organizations, an asset
• Knowledge of business reality of National Bank Financial, an asset
• CFA, CIM or Portfolio management experience, an asset

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
Come live your ambitions with us!