Sr. Functional Lead of Margin & Segregation stream supporting future build of a Net New Wealth Platform for large banking client - 55016

Sr. Functional Lead of Margin & Segregation stream supporting future build of a Net New Wealth Platform for large banking client - 55016

Location: Downtown Toronto (hybrid - 2x/week)
Duration: 6 months (possibility of extension of up to 18 months)
 
Job Description:
Responsible for working under an AGILE framework within a Clearance and Settlement POD as a Functional Lead (similar to Product Owner) for the Margin and Segregation stream. In this role the candidate will represent the bank's Business in a partnership with a new Wealth Platform Solution Consultants, leading all work required and delivered on by the SME's and Business Analyst assigned to you. A focus to delivery of timely results in support of Systems, 3rd party vendors, functional requirements for future build on a net new Wealth Platform. This will also include leading activities around testing, partnership with the Wealth and Capital Markets Lines of business, conversion and migration task leading up to Implementation and partnership with other project leads within the entire program.
 
Job Responsibilities:

• Provides feedback and signoff on User Stories created by the BAs
• Obtains SME input into solution due to specialized nature of the specified Stream of work responsible for
• Empowered to sign-off User Stories as part of Definition of Ready (DoR) & Definition of Done (DoD) control gate
• Works very closely with the Solution Consultant (SC)as the key bridge between the Delivery PODs and the business
• Oversees the management of the vendor relationships as they relate to the onboarding and execution of the bring-on, testing and migration activities

Must Have Skills:

• Minimum 8-10 years of experience in a senior role with similar experience and responsibilities (Functional Lead, Product Owner, Business Analyst within Wealth)
• Knowledge of Margin and Segregation calculation (as it relates to client buying power, hedging strategies, custody requirements of client assets and other such related Broker/Custodial responsibilities and reporting)
• Knowledge of financial book of record systems (such as ISM, Dataphile, Broadridge ADP)
• Strong background and experience in Wealth Management Back/Front office process (at a self-clearing institution such as RBC DS, GMP Securities, CIBC World Markets, etc focused on Client Margin requirements and Segregation of assets regulations)
• Good understanding of the regulations and required reporting requirements surrounding the above products/processes (IIROC, OSC, CDIC etc.)
• Ability to review user stories and identify gaps; ability to direct a team to produce the artifacts required to build new systems (e.g. current and future state processes, user stories, use cases, etc) 

Nice to Have Skills:

• CSC or CFA qualification
• Product Owner or other Agile training and/or certifications
• Education in Finance, Economics or Commerce specializing in Finance or Wealth