Senior Wealth Product Manager

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Senior Wealth Product Manager

senior · Technology / Software Development

Job Description

WHAT IS THE OPPORTUNITY?

Wealth Technology Group is seeking an exceptional Senior Wealth 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, Outlook), JIRA, Confluence, MS Project, and issue management software
• Cross-organizational collaboration experience in large, complex matrixed environments

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

• Leaders who support your development through coaching and managing opportunities.

• Ability to make a difference and lasting impact.

• Work in a dynamic, collaborative, progressive, and high-performing team.

• A world-class training program in financial services.

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#TECH PJ

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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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