Key Job Functions/Responsibilities

• Own and manage the product backlog for brokerage back-office and tax-related solutions, ensuring priorities are aligned with client needs, regulatory requirements, and business objectives.

• Collaborate with brokerage clients, customer support teams, product strategists, and internal stakeholders to gather, refine, and prioritize product requirements.

• Translate client requests, operational needs, and business goals into epics, features, and user stories with clear acceptance criteria.

• Define product requirements using established product management and agile methodologies, including backlog management, user story mapping, process flows, and requirements traceability.

• Serve as the primary point of contact between business stakeholders and solution development teams throughout the product delivery lifecycle.

• Work closely with application architects, development teams, and QA teams to ensure product functionality is accurately designed, built, tested, and delivered.

• Participate in solution design discussions and validate that proposed changes align with business needs and product strategy.

• Support release planning, implementation strategy, and rollout execution to ensure successful delivery and adoption.

• Provide product guidance, user documentation, and training for new product capabilities and enhancements.

• Monitor product outcomes, stakeholder feedback, and operational performance to continuously improve solutions.

• Apply strong leadership and prioritization skills to balance competing demands and drive timely delivery of business value.

Basic Skill Level Requirements

Education:

• Bachelor’s Degree or College Diploma in Business Administration, Computer Science, Information Technology / Systems

Experience/Skills:

• 5 years of product management experience

• Extensive knowledge of Wealth Management Back Office and Business Management applications.

• Strong understanding of front-office and back-office brokerage business operations within the Canadian securities industry.

• Demonstrated ability to manage and prioritize complex product and system requirements.

• Experience translating business needs into product requirements, user stories, and functional outcomes.

• Strong analytical skills with the ability to interpret complex business, operational, and regulatory data.

• Ability to perform data mapping and review technical design documents to ensure alignment with product intent.

• Experience working cross-functionally with clients, developers, architects, QA teams, and support organizations.

• Strong communication, stakeholder management, and decision-making skills.

Preferred / Additional Expertise

The ideal candidate brings a unique blend of product ownership, brokerage operations knowledge, and tax domain expertise, particularly in support of critical tax-processing initiatives.

• Comprehensive knowledge of the Canadian Tax Code and its impact on brokerage back-office processing.

• Ability to translate tax and regulatory requirements into product enhancements and operational improvements.

• Proven experience managing product or system changes resulting from updates to tax regulations and compliance requirements.

• Ability to ensure systems, workflows, and client deliverables remain current and compliant.

• Deep familiarity with SIS tax-related applications and associated operational processes.

• Ability to guide issue resolution, product enhancements, and client support in tax-processing environments.

Client Relationship Management

• Strong, trusted relationships with clients and the ability to act as a strategic partner in understanding and addressing their needs.

• Ability to balance client-specific requirements with broader product and platform priorities.

• Strong understanding of client workflows, preferences, and operational requirements.

• Ability to prioritize and deliver tailored solutions that improve client satisfaction while supporting product scalability and long-term strategy.

Recruitment Process

Throughout your application process, you may be asked to connect with us virtually or in-person. Our recruiters will explain how hybrid interviews will be held throughout the recruitment process, and they will be able to answer any questions you might have. 

Compensation

• Salary Range: $100,000 - $120,000 CAD. Compensation may vary depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and this role may be eligible for additional discretionary bonuses/incentives, and restricted stock units.  

• Bonus Eligible Position  

• Benefits: Medical, dental, life and vision insurance.  RRSP program with company match, paid parental leave, competitive vacation days and more. Medical insurance starts immediately upon hire. 

Vacancy Disclosure 

This posting is for an existing and currently open position within Broadridge.  

Background Check Process

Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:

• Employment verification

• Education verification

• Credit inquiry

• Canadian criminal record check

Workplace Flexibility

We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible. 

At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.

#LI-Hybrid

#LI-SS1