Mgr Strategic Initiatives
About The Position
We are seeking a highly motivated and experienced Manager – Strategic Initiatives, Dealer Product to support a critical dealer amalgamation initiative. This one-year contract role will play a key leadership position within the Product workstream, partnering closely with the Director, Dealer Product and cross-functional stakeholders to design and implement the future-state product framework for the amalgamated dealer. The successful candidate will help align and rationalize product shelf offerings across organizations, assess downstream impacts to operations, compliance, advisors, and clients, and establish a robust product governance structure and decision-making process that supports the combined dealer's strategic objectives and regulatory obligations. This is an ideal opportunity for a product, compliance, or business transformation professional with deep knowledge of the wealth management industry, strong stakeholder management skills, and experience leading complex change initiatives.
Requirements
- Deep knowledge of the wealth management industry
- Strong stakeholder management skills
- Experience leading complex change initiatives
Responsibilities
- Support the development and execution of the Product workstream strategy for the dealer amalgamation initiative
- Conduct analysis of existing product shelves, product categories, and product taxonomies across participating dealers
- Identify opportunities to harmonize, consolidate, and optimize product offerings while maintaining advisor and client needs
- Develop recommendations and supporting business cases for future-state product shelf design
- Assess and document downstream impacts arising from product integration decisions, including: Operational processes and controls, Compliance and regulatory requirements, Advisor and client experience, Technology and data implications
- Partner with Operations, Compliance, Legal, Technology, Advisor Experience, and Business Readiness teams to support implementation planning and execution
- Support the continued design and implementation of a comprehensive product governance framework for the amalgamated dealer
- Define governance structures, decision rights, committee mandates, escalation paths, and approval processes
- Develop policies, procedures, and operating models supporting effective product lifecycle management and oversight
- Establish ongoing monitoring, reporting, and governance practices to ensure regulatory adherence and business effectiveness
- Lead workstream activities and deliverables within project timelines
- Build strong relationships with senior leaders, business partners, and subject matter experts
- Facilitate working sessions, workshops, and decision-making forums
- Prepare executive-level presentations, recommendations, and status reporting
- Identify risks, dependencies, and issues, and develop mitigation strategies
Benefits
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
