Job Description

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 Fidelitys dynamic working arrangement.

Who We Are

At Fidelity weve 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 were 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 with us means youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll 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 Wealths 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 Were 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

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. Thats why we offer a competitive compensation package designed to support your success todayand your financial well-being tomorrow.

For this role your total rewards include:

• Base Salary: A competitive annual range of $80000 to $100000 based on your experience and qualifications.

• Performance Bonus: Eligible for a discretionary bonus that rewards your contributions and results.

• RRSP Contribution: After 6 months of employment we invest in your future with an RRSP contributionno employee matching required.

Were proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organizationan opportunity to step into a role where your talents will make a meaningful difference.

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 .

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

Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top Family-Friendly Employers
o Canadas 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 Todays 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 Canadas Workplace Benefits Award - Future of Work Strategy
TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team