Temporary Full Time

We are seeking a highly motivated and experienced Manager - Strategic Initiatives, Dealer Product to support a critical dealer amalgamation initiative. This one-year contract role will play a key leadership position within the Product workstream, partnering closely with the Director, Dealer Product and cross-functional stakeholders to design and implement the future-state product framework for the amalgamated dealer.

The successful candidate will help align and rationalize product shelf offerings across organizations, assess downstream impacts to operations, compliance, advisors, and clients, and establish a robust product governance structure and decision-making process that supports the combined dealer's strategic objectives and regulatory obligations. This is an ideal opportunity for a product, compliance, or business transformation professional with deep knowledge of the wealth management industry, strong stakeholder management skills, and experience leading complex change initiatives.

Key Responsibilities

Product Shelf Alignment & Integration

• Support the development and execution of the Product workstream strategy for the dealer amalgamation initiative
• Conduct analysis of existing product shelves, product categories, and product taxonomies across participating dealers
• Identify opportunities to harmonize, consolidate, and optimize product offerings while maintaining advisor and client needs
• Develop recommendations and supporting business cases for future-state product shelf design

Impact Assessment & Change Enablement

• Assess and document downstream impacts arising from product integration decisions, including:
  • Operational processes and controls
  • Compliance and regulatory requirements
  • Advisor and client experience
  • Technology and data implications
• Partner with Operations, Compliance, Legal, Technology, Advisor Experience, and Business Readiness teams to support implementation planning and execution

Product Governance Design

• Support the continued design and implementation of a comprehensive product governance framework for the amalgamated dealer
• Define governance structures, decision rights, committee mandates, escalation paths, and approval processes
• Develop policies, procedures, and operating models supporting effective product lifecycle management and oversight
• Establish ongoing monitoring, reporting, and governance practices to ensure regulatory adherence and business effectiveness

Project Leadership & Stakeholder Engagement

• Lead workstream activities and deliverables within project timelines
• Build strong relationships with senior leaders, business partners, and subject matter experts
• Facilitate working sessions, workshops, and decision-making forums
• Prepare executive-level presentations, recommendations, and status reporting
• Identify risks, dependencies, and issues, and develop mitigation strategies

Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: London or Toronto.

The base salary for this position is between $90,400 - $140,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

#LI-Hybrid

Requisition ID: 6531

Category: Actuarial and Investments and Finance

Location: