Product Owner, Client Reporting

RBC•Toronto, ON

4d•CA$67,000 - CA$110,000•Onsite

About The Position

We are seeking a highly motivated and detail-oriented Business Product Owner to support Wealth Management Canada's (WMC) client reporting applications and future-state experience. In this role, you will serve as a subject matter expert and bridge between business stakeholders, technology teams, Investment Advisor/Counselor teams, and clients. You will translate business requirements into product strategy, execute on the product vision and roadmap, and set backlog prioritization. Through strategic collaboration and ongoing support, you will ensure that our client reporting solutions deliver exceptional value and meet evolving market demands.

Requirements

Bachelor's degree in Finance, Business, or a related field
5+ years of experience in the wealth management industry and/or client reporting
Proven experience defining, documenting, and managing business requirements in complex, stakeholder-driven environments
Detail-oriented with strong organizational and problem-solving skills
Excellent verbal and written communication, presentation, and interpersonal skills
Critical thinking discipline with ability to think outside the box and consider innovative approaches
Ability to work effectively in situations involving rapid change and shifting priorities

Nice To Haves

CSC and CPH considered an asset
Familiarity with reporting tools and data visualization platforms
Product management experience leading cross-functional product initiatives
Proven collaboration and change management skills
French language skills considered an asset

Responsibilities

Define, document, and communicate clear business requirements aligned with WMC's strategic objectives and advisor/client needs
Assist in the prioritization of features that empower advisors to deliver superior client reporting experiences and streamline operational processes
Conduct discovery sessions with business stakeholders to better understand workflows, identify operational gaps and translate them into product and efficiency opportunities
Turn data insights into actionable product features and monitor their impact using key metrics
Support the day-to-day operations of WMC's client reporting applications and investigate field inquiries
Seek out industry trends, competitive intelligence, and regulatory impacts to inform best practices and desired advisor experience
Actively participate in project meetings, sprint planning, and Agile ceremonies to set goals, clarify priorities, and drive progress
Manage backlog refinement based on business value, market impact, and advisor operational needs
Collect, analyze, and prioritize advisor feedback on usability, customization, and feature gaps
Coordinate and participate in the execution of user acceptance testing and user feedback sessions
Work with business stakeholders to develop training materials, documentation, and support resources for advisor adoption
Help coordinate readiness and go-to-market activities, including field communications and training