Opportunity Overview

This is an opportunity to join the Canada Strategic Initiatives team as a Senior Product Manager, helping lead complex, high-impact initiatives across Canada Wealth Management and Field Management.

The Strategic Initiatives team drives the vision, strategy, and execution of enterprise-level initiatives that enhance advisor capabilities, strengthen client experience, and advance Edward Jones' competitive position in Canada. The team leads large-scale strategic initiatives from concept through delivery, partnering across Field Leadership, Wealth Management, Digital, Operations, Legal, Compliance, Learning, and other key stakeholders to deliver scalable, compliant, advisor-friendly solutions.

As Senior Product Manager, you will play a critical role in shaping and delivering the roadmap for future platforms, managed products, advisory capabilities, and digital experiences. You will lead cross-functional teams through discovery, design, planning, execution, launch, and adoption - ensuring solutions are branch-centric, client-focused, operationally ready, and aligned to the firm's broader strategy.

This role requires a strong blend of product leadership, investment-program knowledge, strategic thinking, stakeholder management, and execution discipline. The successful candidate will bring working knowledge of managed platforms, managed products, fee-based programs, investment programs, advisor workflows, and the regulatory environment in which Canadian wealth management operates.

What You'll Do
Strategic Product & Program Leadership

• Lead the design, planning, and execution of complex, large-scale initiatives across Canada Wealth Management and Field Management.
• Serve as the business lead for priority roadmap initiatives, translating strategic objectives into clear business outcomes, requirements, milestones, adoption plans, and delivery measures.
• Lead initiatives from discovery through launch and transition, ensuring solutions are scalable, operationally sustainable, and integrated into branch and client workflows.
• Build strong business cases and roadmap recommendations based on advisor/client needs, competitive insights, regulatory considerations, operational feasibility, and firm strategy.

Cross-Functional Delivery & Stakeholder Management

• Lead cross-functional and create alignment across diverse stakeholder groups by clearly articulating outcomes, trade-offs, risks, dependencies, and decision points.
• Partner with project management and delivery teams to manage timelines, scope, risks, dependencies, governance, and escalation paths.

Branch, Client & Field-Centric Product Development

• Develop a deep understanding of branch workflows, advisor needs, client expectations, operational pain points, and adoption barriers.
• Engage with branch teams, field leaders, advisory groups, champions, and internal partners to gather feedback and test early concepts.
• Partner with change management, learning, communications, and field enablement teams to support successful adoption and sustained usage.
• Develop or contribute to advisor-facing materials, launch content, training, FAQs, talking points, leadership updates, and business readiness artifacts.

Industry, Competitive & Regulatory Awareness

• Monitor trends in Canadian wealth management, managed accounts, fee-based advice, discretionary programs, advisor-managed models, digital advice, client reporting, and platform modernization.
• Translate market, competitive, regulatory, and business insights into roadmap recommendations and product enhancements.
• Maintain awareness of Canadian regulatory expectations, including CIRO-related considerations, suitability, supervision, managed account obligations, disclosure, and client reporting impacts.

Position Requirements

Required Qualifications

• Bachelor's degree required.
• Minimum of 7+ years of financial services, wealth management, asset management, product management, platform strategy, program delivery, or related experience.
• Strong working knowledge of Canadian wealth management, advisor workflows, fee-based programs, managed products, managed platforms, and investment programs.
• Demonstrated experience leading complex, cross-functional initiatives with measurable business outcomes.
• Strong product-management capabilities, including roadmap development, requirements definition, stakeholder alignment, business case development, launch planning, and post-launch measurement.
• Ability to simplify complex product, platform, investment, operational, and regulatory concepts for diverse audiences.
• Excellent written and verbal communication skills, including ability to prepare executive-ready materials and deliver clear presentations.
• Strong interpersonal skills, personal initiative, sound judgment, and ability to influence in a matrixed environment.
• Working knowledge of Microsoft Office, including Word, Excel, PowerPoint, Outlook, and SharePoint.
• Canadian Securities Course required or to be obtained within six months of hire.

Preferred Qualifications

• Master's degree or industry designation such as MBA, CFA, CFP, CIM, or equivalent.
• Experience with managed account programs, advisory platforms, discretionary programs, advisor-managed models, UMA platforms, or portfolio-management workflows.
• Familiarity with Wealth360, account-opening workflows, proposal tools, client reporting, digital advice experiences, or advisor-facing wealth platforms.
• Experience leading product or platform initiatives involving Legal, Compliance, Supervision, Operations, Technology, Digital, and Field Leadership.
• Experience with agile or hybrid-agile delivery practices and tools such as Jira, Aha!, Mural, or similar.
• Project management experience, change management experience, or formal training in product delivery.
• Familiarity with Canadian regulatory requirements related to managed accounts, fee-based programs, suitability, supervision, client reporting, and disclosure.

Salary Information

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. 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.