Current work authorization for Canada is required for all openings.
This is a regular, full-time role.
You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.
Who We Are
At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future. Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.
The Opportunity
The Product Owner “PO”; Portfolio Management Technology, will drive the delivery of Fidelity Private Wealth and Wealth’s Portfolio Management Systems with the goal of enabling efficient business functionality, driving high development efficiency and building the product roadmap. With this mandate, the PO owns the product backlog to deliver features and enhancements that achieve those goals.
What You Will Do
Planning & Delivery
Representing the business units’ priorities to deliver software solutions for our Portfolio Management technology
Setting vision and direction for our Portfolio Management technology
Assess value, develop cases, and prioritize epics, stories and themes to ensure work focuses on those with maximum value that are aligned with product strategy
Plan and prioritize product feature backlog to ensure there is a clear vision and healthy backlog
Lead definition of functional requirements for Business Analyst to ensure that user stories, acceptance criteria and supporting analysis documentation accurately reflect expected system outcomes.
Oversee all stages of product creation including design and development, monitoring progress at each stage
Work collaboratively with Scrum Master to plan and lead agile ceremonies such as backlog planning, backlog grooming, quarterly and sprint (and release) planning. Incorporate agile practices into vendor-managed delivery cycles.
Collaborating with business partners and users
Developing relationships cross functionally (Technology, product solutions group, compliance, operations) to fully understand and deliver on user requirements
Act as primary liaison with system vendor to assess 3rd party system capabilities, discover best practices or optimal solutions, improve vendor collaboration on product roadmap vision, prioritization and timeliness of delivery.
Partner with Solution and Data Architects to ensure solutions are scalable and well integrated across Wealth system architecture.
Ensure product design has sufficient controls with a focus on compliance requirements.
Regular touchpoints with above business partners, to intake new requirements, communicate status of existing requirements, communicate/ train on implementations
Documenting processes and enabling reviews with above business partners for delivered user requirements
Lead systems enhancement change management and planning
Facilitate discussions between business departments & technology to identify business requirements, testing needs and implementation timelines
Organize departmental and/or divisional communication
Coordinate updating relevant training materials and job aids
What you Need
In-depth knowledge of Agile product management processes and principles
Ability to understand user/business needs and translate strategic objectives into actions (background supporting portfolio management tools/portfolio management is preferred)
Able to build strong interpersonal relationships with cross divisional teams, senior management, and internal and external stakeholders
Excellent verbal and written communication skills, both written and oral
Ability to develop a vision for product features and break them into clear and concise epics and stories with well-define business value and acceptance criteria
Sharp analytical and problem-solving and critical thinking skills
Strong organizational and time management skills
Capacity to lead, influence and motivate without formal authority, while removing blockers to progress
Proficient computer skills, Microsoft Office (Word, PowerPoint, Outlook, Visio and Excel)
Deep understanding of Wealth Management business processes, including investment model construction, order management / trading, compliance and reporting
Strong grasp of investment operations from trade to settlement to reconciliation.
Strong preference: expertise with portfolio / order management systems.
Vendor management acumen: ability to collaborate and oversee 3rd party deliverables.
What We’re Looking For
Undergraduate university degree, or equivalent work experience
3+ years working experience in agile product management environment as a Product Owner, Business Analyst or equivalent role.
Agile product management and experience in wealth management, specifically on the portfolio management side - trading execution or trading technology experience creating agile product roadmaps, backlogs, business case development and ROI reporting is advantageous
Experience in vendor evaluation or selection process - defining criteria, RFI and RFP assessments.
Certified Scrum Product Owner (CSPO) or Product Owner Certification is a must have
Designations/courses such as CFA, CIM CSC, PMP is an asset
Fidelity Canada is an equal opportunity employer
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.
Accommodation during the application process
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.
No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.
Why Work at Fidelity?
We are proud to be recipients of the following:
Awards
• Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People
• Great Place To Work® Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams
• LinkedIn Top Companies in Canada
• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer
Designations
• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team