Product Manager, Platform Operations, Digital Wealth Tangerine

Requisition ID: 252349

Tangerine is Canadas leading direct bank. We offer flexible and accessible banking options innovative products and award-winning Client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities and that includes our own internal community. Its important to us that our employees feel empowered and enthusiastic about belonging to our Orange culture.

As Canadas leading digital bank Tangerine technology is at the heart of everything we do. We have redefined what digital banking is and we continue to evolve to tackle any opportunity and face every challenge through progressive technology and the power of collaboration.

Do you like new challenges Are you ready to reach new heights in your career and become part of an established disruptor If so come join us and help redefine the Canadian banking landscape!

What you will be doing:

The Product Manager Platform Operations is responsible for translating business regulatory and operational needs into effective dealer platform configurations and technology solutions. This role owns the endtoend product lifecycle for operational platform capabilities ensuring the dealer platform is configured to support Tangerines wealth business model client journeys and advisor workflows. Acting as both Product Manager and Business Analyst the role bridges wealth operations compliance and technologyensuring requirements are clearly defined prioritized and delivered with minimal operational risk and strong client outcomes.

The Product Manager plays a critical role in ensuring the platform is fitforpurpose scalable and aligned to a digitalfirst wealth strategy while maintaining compliance with CIRO regulatory requirements.

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

• Own the product vision roadmap and backlog for wealth platform operational capabilities (e.g. account setup trading workflows transfers cash processing reporting entitlements).
• Ensure platform functionality and configuration align with business strategy advisor needs and client experience objectives.
• Define clear product outcomes and success measures tied to operational efficiency accuracy and client impact.
• Act as the primary business owner for assigned platform domains with accountability for endtoend functionality.
• Lead discovery sessions with wealth operations advisors compliance risk and finance to elicit and document business requirements.
• Translate business and regulatory requirements into clear detailed functional specifications for platform configuration and vendor delivery.
• Map currentstate and futurestate workflows identifying gaps risks and opportunities for simplification or automation.
• Ensure requirements are traceable through design build testing and implementation.
• Work closely with vendors and delivery teams to ensure solutions meet business requirements and regulatory standards.
• Develop and maintain a deep understanding of client needs attitudes and behaviors by analyzing feedback and operational data to enhance the investment client experience
• Oversee and optimize day-to-day processes for Tangerines dealer including account opening transfers and money movement
• Collaborate with Client Experience Marketing Product Compliance and Technology teams to identify pain points and drive improvements in operational processes ensuring scalability and efficiency to meet target volumes
• Serve as the primary point of contact for technology transformation initiatives (e.g. ATON Fund SERV) working closely with technology operations business and architecture teams to automate and streamline investment operations.
• Partner with the data team to design and implement Health of the Business dashboards enabling data-driven decision-making and continuous process improvement
• Work with the digital wealth product owner to ensure that in-app client journeys are operationally aligned supporting faster more accurate and higher-volume processing for the back office.
• Lead business casing and build relationships in support of gaining support and the necessary resources to execute and product improvements.
• Build the case for the critical product success factors that will make our deposit products valuable to clients and profitable for the Bank.
• Use operational metrics incident trends and stakeholder feedback to identify opportunities to improve platform performance and user experience.
• Drive simplification of workflows reduction of manual effort and improved straightthrough processing.
• Contribute to longerterm platform strategy discussions including vendor capability evolution and roadmap planning.
• Ensure dealer platform configurations support CIRO regulatory requirements internal controls and audit expectations.
• Identify operational risks introduced by platform changes and partner with stakeholders to mitigate them.
• Maintain documentation of platform capabilities configurations and key operational processes.
• Support incident analysis by providing product insight into root causes and prevention strategies.
• Act as an investment operations SME for audit and compliance initiatives partnering with key stakeholders to ensure updated product manuals adherence to internal policies; regulatory obligations and deadlines are met according to plans.
• Prepare and present reports to senior leadership on operational performance transformation initiatives and strategic plans
• Responsible for understanding and complying with the Regulatory Compliance Framework including the Anti-Money Laundering/Anti-Terrorist Financing and Sanctions Policy and all AML related policies procedures and controls within the department.
• Other duties as assigned.

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

• University Degree in Business or equivalent
• 5-7 years of product management or investment operations within a CIRO/IIROC dealer
• Demonstrated success in leading large-scale projects
• In-depth understanding of investment products operational processes and the regulatory environment governing investments.
• Experience with digital technologies financial products e-commerce payments subscription businesses or product design and transformation
• Familiarity with back office systems technology platforms and dashboard development is an asset
• End-to-end knowledge of wealth management various account types and experience building operational processes to support them is preferred
• Strong analytical interpersonal and communication skills
• Strong business acumen
• Strong leadership skills with the ability to enable and motivate a cross-functional team

Whats in it for you

• Work in a mission-driven culture that prioritizes empowerment diversity and continuous learning.
• Join a modern banking environment where design plays a central role in shaping client value.
• Be part of a high-visibility team that is reimagining the future of personal finance in Canada.
• You will get our help to save for your future and to invest in your total wellbeing through our Tangerine benefits*.
• You belong here we are equal and un-complicated. Bring your true self to work dress codes dont apply here.
• You will enjoy workspace flexibility and all the excitement that comes from working at the official Bank of the Toronto Raptors.

*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.