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Product Owner/Functional Lead -Mutual Funds/Investments
Company | BeachHead |
Address | Toronto, Ontario, Canada |
Employment type | CONTRACTOR |
Salary | |
Category | Capital Markets,Banking,Financial Services |
Expires | 2023-08-25 |
Posted at | 9 months ago |
Working with one of the top financial clients this role calls for a Product Owner/Functional Lead -Mutual Funds/Investments who will be responsible for working under an Agile framework within a Clearance and Settlement POD as a Functional Lead for the Mutual funds and Guaranteed Investment Certificates products stream.
Responsibilities:
- Works very closely with the Solution Consultant (SC)as the key bridge between the Delivery of PODs and the business
- Leads the execution of strategic initiatives to deliver on the business goals
- Oversees the management of the vendor relationships as they relate to the onboarding and execution of the bring-on, testing and migration activities
- Provides strategic input to business decisions as a trusted advisor
- Obtains SME input into the solution due to the specialized nature of the specified Stream of work responsible for
- Provides feedback and signoff on User Stories created by the Bas
- Empowered to sign-off User Stories as part of the Definition of Ready (DoR) & Definition of Done (DoD) control gate
- Makes recommendations to Sr. management based upon in-depth understanding of the business group
Desired Skill Set:
- Excellent stakeholder management skills
- CSC or CFA qualification
- Knowledge of financial book of record systems such as ISM, Dataphile, Broadridge ADP
- Strong facilitation skills and experience in the coordination of people arranging meetings, minute-taking, and project reporting skills
- Product Owner or other Agile training and/or certifications
- Strong vendor management skills - communications, organizational and self-management skills to meet assigned deliverables toward execution
- Good understanding of the regulations and required reporting requirements surrounding the above products/processes
- University education in Finance, Economics or Commerce specializing in Finance or Wealth
- Good knowledge and understanding of securities such as bonds, equities, mutual funds, GICs
- Knowledge of Mutual fund and GIC systems such as RPM Term, FIS Wealthware, or other mutual fund dealer systems (FundServe and Cannex)
- Strong background and experience in Wealth Management Back/Front office process at a self-clearing institution focused on mutual funds and GICs
- Minimum 8-10 years of experience in a senior role with similar experience and responsibilities
- Ability to review user stories and identify gaps; ability to direct a team to produce the artifacts required to build new systems
BeachHead is an equal opportunity agency and employer. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.
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