Sr. Functional Lead of Mutual Funds stream supporting future build of a Net New Wealth Platform for large banking client - 55019

Sr. Functional Lead of Mutual Funds stream supporting future build of a Net New Wealth Platform for large banking client - 55019

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 Mutual funds and Guaranteed Investment Certificates products 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)
• Strong background and experience in Wealth Management Back/Front office processes (at a self-clearing institution such as RBC DS, GMP Securities, CIBC World Markets, etc focused on mutual funds and GICs)
• Strong vendor management experience
• Good understanding of the regulations and required reporting requirements surrounding the above products/processes (IIROC, OSC, CDIC etc.)
• Good knowledge and understanding of securities (such as bonds, equities, mutual funds, GICs)
• Knowledge of financial book of record systems (such as ISM, Dataphile, Broadridge ADP)
• Knowledge of Mutual fund and GIC systems (such as RPM Term, FIS Wealthware, or other mutual fund dealer systems [FundServe and Cannex])
• 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/Wealth