Senior Product Manager, Wealth Management

rbc; Toronto; On-site; CAD 120,000 - 170,000; Full time

Job summary

Wealth Technology Group within RBC Rochdale is seeking a Senior Product Manager to drive transformation, bridge end users with business stakeholders and software teams, and lead agile delivery. The role emphasizes wealth product ownership, strategy, and excellence in a fast-paced banking tech environment.

You will define roadmaps, lead cross-functional teams, and champion industry best practices as the wealth platform evolves for clients and colleagues alike.

Qualifications

• 3–7 years of product management experience, including 3+ years in wealth products or equivalent in financial services.
• Proven track record delivering wealth products from conception to launch.
• Strong written and verbal communication bridging business and IT.
• Demonstrated leadership and ownership mindset; independent and collaborative.
• Strong analytical and project management skills; SDLC and feasibility assessment.
• Proficiency with Agile frameworks and iterative development.
• Excellent organizational and time management abilities.
• Learning agility and adaptability to embrace innovation.

Responsibilities

• Define and evolve product strategy and roadmap aligned with business priorities.
• Set annual goals, OKRs, and KPIs; use data-driven insights to maximize impact.
• Lead design thinking with UX and research for usability testing and validation.
• Drive day-to-day agile development activities and prioritize stories, features, epics, and themes.
• Lead cross-functional teams across lines of business, operations, legal, compliance, and security.
• Support organization-wide agile transformation and process improvements.
• Translate complex requirements into clear user stories and technical specs.
• Influence technical teams to adopt best practices and high-quality solutions.

Skills

Product management

Wealth product management

Communication skills

Leadership

Analytical skills

Project management

Agile methodologies

Time management

Learning agility

Business-IT liaison

SQL basics

Tools

MS Office Suite

SQL basics

Job description

WHAT IS THE OPPORTUNITY?

Wealth Technology Group is seeking an exceptional Senior Product Manager to drive transformational innovation and accelerate our digital evolution. This is a pivotal role where you'll serve as the strategic bridge between our end users, business stakeholders, and world-class software development teams.As a catalyst for change within RBC Rochdale's technology transformation initiatives, you'll translate complex business needs into compelling product strategies, lead cross-functional agile teams, and champion industry best practices across the organization. This is your opportunity to make a tangible impact on how wealth management solutions serve our clients and colleagues while shaping the future of banking technology.

WHAT YOU'LL DO

Product Strategy & Vision

• Define and continuously evolve the product strategy and roadmap, ensuring alignment with Lines of Business, Wealth priorities, and client needs
• Establish annual goals, OKRs, and KPIs; iterate on solutions using data-driven insights to maximize impact
• Lead design thinking initiatives engaging with UX and research teams to conduct usability testing, concept validation, and co-creation studies that unlock client insights

Agile Leadership & Delivery

• Drive day-to-day agile development team activities using Behavior-Driven Design (BDD) methodologies
• Facilitate requirements definition sessions and lead BDD-focused collaboration with development teams
• Assess value, develop compelling use cases, and prioritize stories, features, epics, and themes for maximum business impact
• Lead and manage cross-functional teams to secure buy-in and alignment across lines of business, operations, legal, compliance, information security, fraud, and other functions

Transformation & Excellence

• Play a key role in RBC Rochdale's organization-wide agile transformation and process improvement efforts
• Identify process gaps and improvement opportunities; analyze complex problems and recommend solutions grounded in industry best practices
• Lead projects of moderate to high complexity and serve as a technical advisor to teams
• Evangelize product management excellence and act as a change agent in our evolving Wealth organization

Stakeholder Engagement

• Deeply understand and empathize with market, client, and stakeholder challenges; articulate how our products solve real business problems
• Translate intricate requirements into clear, actionable user stories and technical specifications
• Influence technical teams to adopt best practices and deliver solutions of the highest quality

WHAT DO YOU NEED TO SUCCEED

Must-Have

• 3-7 years of relevant product management experience with a minimum of 3+ years specifically in Wealth Product Management or equivalent role in financial services
• Proven track record of developing Wealth products and technologies from conception to launch, demonstrating end-to-end product ownership, successful delivery, and measurable business impact
• Exceptional communication skills both written and verbal with demonstrated ability to bridge business and IT functions, influence stakeholders, and simplify complex concepts
• Proven leadership and ownership mindset; ability to drive initiatives, take responsibility for outcomes, and deliver results both independently and collaboratively in matrixed environments
• Strong analytical and project management skills including proficiency in requirements gathering, business process analysis, SDLC, and feasibility assessment
• Agile methodology experience with working knowledge of Agile frameworks and ability to thrive in iterative, fast-paced development environments
• Excellent organizational and time management abilities with demonstrated capacity to multitask, prioritize competing demands, and manage complex timelines effectively
• Learning agility and adaptability demonstrated flexibility in embracing innovation, accepting organizational change, and quickly acquiring new technical and domain knowledge

Nice-to-Have

• SAFe (Scaled Agile Framework) certification or advanced framework experience
• Behavior-Driven Design (BDD) expertise familiarity with BDD frameworks and test-driven development practices
• API development knowledge understanding of API design patterns, documentation, and cross-system integration
• Advanced data analytics capabilities proficiency in creating dashboards, KPI tracking, and business intelligence reporting
• Investment and securities industry knowledge deep understanding of wealth management, investment products, and financial services practices
• Experience managing distributed or offshore teams and third-party vendor partnerships
• Technical foundation including basic SQL skills and solid understanding of risk management, issue tracking, change management, QA concepts, and software development practices
• Technical documentation skills ability to create use cases, UML diagrams, and detailed technical specifications
• Proficiency with essential tools: MS Office Suite (Excel, PowerPoint, Word, Out