Senior Product Owner, Investment Platform Tangerine

Requisition ID: 275356

At Tangerinewereredefining banking. As Canadas leading digital bank we thrive on innovation agility and bold thinking tackling every challenge head-on with leading technology and the unstoppable power of collaboration.

Our client-obsessed teams deliver flexible accessible banking solutions breakthrough products and award-winning service. Beyond bankingwerecommitted to making an impact in the communities we serve and across our organization. We foster a culture built on integrity inclusion and fearless ambition where diverse perspectives are valued and people are empowered to do their best work.

Are you ready to disrupt the status quo Do you crave challenges that push boundaries Ifyourea high performer looking to accelerate your career and reimagine the banking landscape this is your moment.

Letsshape the future of banking together!

What you will be doing:

The Senior Product Owner Wealth Platform is responsible for translating Tangerines Digital Wealth product strategy into an executable roadmap of investment platform capabilities. Reporting to the Director & Head Platform & Products Digital Wealth the role owns the definition prioritization and delivery of capabilities that expand Tangerines wealth proposition and support an integrated digital-first client and advisor experience.

The role will lead the development and execution of platform capabilities across areas such as self-directed investing managed solutions multi-currency accounts and foreign exchange portfolio-based lending margin accounts securities lending direct indexing tax-loss harvesting and other emerging wealth solutions.

Working closely with the Program Delivery team the Senior Product Owner will formulate the platform roadmap translate strategic priorities into clearly defined initiatives and requirements and guide capabilities through design build testing implementation and ongoing enhancement. The role acts as the central business connector across Digital Experience Advisors Operations Tier 1 and Tier 2 Supervision Compliance Technology Tangerine Bank and other enterprise partners.

Is this role right for you In this role you will be:

• Platform Roadmap and Product Ownership
  • Partner with the Director & Head Platform & Products and Program Delivery team to formulate maintain and execute the Digital Wealth platform roadmap.
  • Translate business strategy client and advisor needs market developments and regulatory requirements into prioritized platform initiatives.
  • Own the product backlog for assigned capabilities including scope requirements prioritization dependencies acceptance criteria and release readiness.
  • Recommend roadmap sequencing based on client value strategic alignment commercial potential regulatory requirements delivery complexity dependencies and operational readiness.
  • Define clear objectives business outcomes and success measures for platform initiatives.
  • Support business cases and investment proposals by articulating the strategic rationale client benefits capability requirements implementation considerations and expected outcomes.
  • Maintain an integrated view of the roadmap to ensure individual initiatives contribute to a scalable and cohesive Digital Wealth proposition.
    
    
• Platform Capability Development
  • Lead the business definition and delivery of new and enhanced wealth capabilities
  • Define end-to-end capability requirements including target clients value proposition product structure client journeys advisor workflows operational processes supervision controls data reporting and servicing.
  • Evaluate business and platform requirements to determine whether they should be addressed through configuration integration process design vendor functionality or new development.
  • Identify dependencies across account structures trading custody clearing cash management credit tax market data reporting entitlements and regulatory controls.
  • Ensure capabilities are designed for scalability operational sustainability regulatory compliance and a consistent client and advisor experience.
  • Maintain documentation of platform capabilities business rules decisions configurations processes and dependencies.
    
    
• Requirements and Delivery Execution
  • Lead discovery with business technology operational and control stakeholders to define requirements and implementation considerations.
  • Translate strategic concepts into epics features business requirements user stories process flows and acceptance criteria.
  • Work closely with Program Delivery Technology architecture design operations and vendor teams to clarify requirements and support solution delivery.
  • Participate in backlog refinement solution reviews sprint planning testing release planning and implementation readiness.
  • Maintain traceability of business and regulatory requirements through design build testing implementation and post-launch review.
  • Review proposed solutions to confirm alignment with agreed business outcomes client journeys advisor workflows operational requirements and controls.
  • Lead business acceptance of delivered capabilities and confirm that requirements and acceptance criteria have been met.
  • Coordinate business readiness across impacted teams including processes procedures training controls communications reporting and support models.
  • Track delivery progress milestones dependencies decisions risks and issues escalating matters requiring leadership direction.
    
    
• Client & Advisor Experience and Stakeholder Alignment
  • Represent the business perspective in the design of end-to-end client and advisor experiences.
  • Partner with Digital Experience teams to ensure platform capabilities support intuitive consistent and accessible digital journeys.
  • Engage Advisors Operations Supervision and servicing teams throughout discovery design testing and implementation.
  • Ensure alignment between client-facing functionality advisor-assisted experiences operational fulfilment supervision and ongoing servicing.
  • Coordinate stakeholders across Digital Experience Advisors Operations Tier 1 and Tier 2 Supervision Compliance Risk Legal Technology Data Finance and Tangerine Bank.
  • Establish clear ownership decision rights deliverables dependencies and escalation paths across participating teams.
  • Partner with Tangerine Bank stakeholders to integrate wealth capabilities with relevant banking products client journeys servicing processes data and enterprise infrastructure.
  • Present roadmap recommendations delivery progress material decisions dependencies risks and outcomes to leadership and governance forums.
  • Influence decisions and create cross-functional alignment without relying on direct authority.
    
    
• Risk Supervision and Regulatory Alignment
  • Engage Tier 1 and Tier 2 Supervision Compliance Risk Legal Business Controls and Operations early in capability planning and design.
  • Translate regulatory supervisory suitability credit tax disclosure recordkeeping and control requirements into platform and process requirements.
  • Ensure capabilities include appropriate approvals controls monitoring exception handling record retention and reporting.
  • Support product and capability assessments required for internal governance regulatory readiness and implementation approval.
  • Ensure key requirements decisions approvals and control considerations are documented and traceable.
  • Identify and escalate regulatory operational conduct client technology and third-party risks that could affect delivery or ongoing operation.
  • Support audit compliance governance and regulatory reviews by providing relevant product and implementation documentation.
    
    
• Product Performance and Continuous Evolution
  • Define measurable outcomes for platform capabilities including adoption client experience advisor effectiveness operational performance revenue assets and risk indicators as applicable.
  • Partner with Data and Business Performance teams to establish reporting and dashboards for roadmap delivery and capability performance.
  • Monitor post-launch performance and use client research advisor feedback operational insights and data to identify opportunities for enhancement.
  • Maintain an enhancement pipeline that balances strategic growth client experience regulatory requirements and platform sustainability.
  • Recommend roadmap adjustments and investment priorities based on performance business needs market developments and emerging opportunities.
    
    
• Other
  • Championing a client- obsessed culture
  • Leveraging a growth mindset embracing learning and continuous improvement
  • Contributing to a dynamic workplace fostering trust integrity and inclusion
  • Removing obstacles to drive momentum across teams
    
    

Do you have the skills that will enable you to succeed in this role Wed love to work with you if you have:

• AI fluency
• A craving to contribute to a high-performing team
• Ability to drive results in periods of change
• Track record of fostering an inclusive culture
• University degree in Business Finance Economics Technology Engineering or related discipline or equivalent professional experience.
• 7 years of progressive experience in product management product ownership wealth management financial services technology or platform transformation.
• Demonstrated experience leading complex product or platform capabilities from discovery through implementation and ongoing enhancement.
• Strong knowledge of wealth products investment accounts trading client servicing advisor workflows and the end-to-end investment lifecycle.
• Demonstrated ability to translate strategy client needs and regulatory requirements into roadmaps requirements user stories and acceptance criteria.
• Strong understanding of Agile product delivery backlog management testing release planning and implementation readiness.
• Experience working with Program Delivery Technology Operations Supervision Compliance Risk and third-party vendors.
• Strong business judgment and ability to evaluate opportunities based on client value strategic alignment commercial potential feasibility risk and implementation complexity.
• Excellent stakeholder management communication facilitation and decision-making skills.
• Demonstrated ability to influence cross-functional teams manage competing priorities and drive execution without direct authority.
• Strong analytical problem-solving organizational and documentation skills.
• Ability to manage multiple priorities effectively within a complex transformation environment.
• Product management Agile investment finance or project management certifications are considered assets.
  
  

Whats in it for you

• You will be part of a diverse inclusive and purpose driven community of client- obsessed innovators who move fast push boundaries and celebrate big together.
• We are creating something game changing and you get to make your mark on it.
• You will have access to thousands of online and in person learning experiences at your fingertips to elevate your career and accelerate your development.
• From competitive benefits to programs that support your wellbeing and financial goals- we invest in you today and in your future.*

*Tangerine employees participate in Scotiabanks pension & benefits programs (available to permanent employees)

Location(s): Canada : Ontario : Toronto

At Tangerine we value the unique skills and experiences each individual brings to the team and are committed to creating and maintaining an inclusive and accessible environment. If you require accommodation during the recruitment and selection process please let our Recruitment team know.