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    Product Manager - Mississauga, ON, Canada - Edward Jones

    Edward Jones
    Edward Jones Mississauga, ON, Canada

    1 week ago

    Default job background
    Description
    Join a financial services firm where your contributions are valued.

    We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

    We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

    Edward Jones associates are seen, heard, respected, and supported. View our Purpose, Inclusion and Citizenship Report .
    1 Fortune 500, published June 2023, data as of December 2022.

    This is an opportunity to join the Canadian Fee-Based and Managed Account team and contribute to the development and growth of our fastest growing investment programs.

    Our team has responsibility for the existing fee-based program offering (currently, Guided Portfolios and the Edward Jones Portfolio Program) as well as the development of new program offerings (UMA) that meet the needs of our clients.

    Delivering on both well requires engagement in a candid and collaborative environment and maintaining expertise on client preferences and needs, the branch experience and the competitive/regulatory environment.

    As a Senior Product Manager for Unified Managed Accounts (UMA), you will be responsible for leading the design, planning and execution of the department's product development strategies for fee-based programs, with a focus on managed accounts.

    Doing this well will require the ability to lead cross-functional teams from Products, Operations, Technology, Legal, Compliance, Advice and Guidance, Finance, and other departments, towards a common goal.

    Furthermore, you will partner with the Product Adoption Manager to gather feedback from branch teams, develop a deep understanding of branch concerns and pain points that would ultimately inform the product development roadmap.

    At its core, your role will be to serve as a fee-based program, SMA, and UMA expert to those around you, to lead new product development and to coordinate accordingly with UMA vendor, Technology teams and other stakeholders.

    Leading the design, planning and execution of the department's product development strategies and roadmap for fee-based programs, with a focus on managed accounts.

    Provides advanced subject matter expertise within the fee-based and managed account space, including the Unified Managed Accounts (UMA) platform, and products offered within the platform (e.g.

    , Leading complex product enhancements and driving new product development initiatives

    Partnering with key departments and stakeholders to develop new branch-facing content that will support our product development goals, including user guides, videos, e-learning content, and so on.

    Leading advanced level and high-impact product enhancements and/or new product development from concept through launch.

    Supports department with advanced level expertise across the 7 Dimensions of Product Management, which include: product expertise, competitive and industry knowledge, supply and demand, regulatory and risk management, innovation, product partner relationship management, and systems, tools, and processes.

    May take a lead role in the training and/or development of other associates.
    Bachelor's degree required
    MBA, CFA, CFP, CIF) will be a plus
    Experience with Unified Managed Accounts (UMA) and/or Separately Managed Accounts (SMA) is strongly preferred
    Experience with fee-based programs and/or managed accounts strongly preferred
    Must possess intermediate/advanced product/technical knowledge and understanding of current tax, regulatory or other pertinent changes that affect the product line or discipline
    Working knowledge of Microsoft Office suite: Word, Excel, PowerPoint, Outlook, and SharePoint

    Working knowledge of product development software (Jira, Aha, Mural, etc.) At Edward Jones, w e are building a place where everyone feels like they belong.

    Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

    Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing.

    The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

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