Product Owner Client & Advisor Portals
@ OneVest

Toronto, ON
$120,000
On Site
Full Time
Posted 23 hours ago

Your Application Journey

Personalized Resume
Apply
Email Hiring Manager
Interview

Email Hiring Manager

XXXXXXXXXX XXXXXXXXX XXXXXXXX******* @onevest.com
Recommended after applying

Job Details

About OneVest

OneVest is a fast-growing technology company on a mission to Power the World's Wealth by revolutionizing financial institutions' wealth management services. Recognized by Forbes as one of the best start-up employers and featured on the WealthTech100 list for 2024, OneVest is backed by top industry investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more.

The Role - Product Owner Client & Advisor Portals

As a Product Owner supporting our Client & Advisor Portals team, you will serve as the voice of our users and stakeholders, ensuring that intuitive, impactful features are developed to enhance the digital experience. You will work closely with engineering, design, and business teams to drive our product vision, managing account onboarding, money movement, portfolio monitoring, and advisor-client interactions.

  • Own and prioritize the product backlog with clear user stories.
  • Communicate requirements and priorities for alignment with portal strategy.
  • Collaborate with stakeholders to define features for improved workflows and experiences.
  • Partner with engineering to plan sprints, manage dependencies, and coordinate releases.
  • Review deliverables to ensure usability, functionality, and value.
  • Monitor portal adoption and performance, providing insights to senior management.

Skills & Qualifications

Candidates should have 3+ years in a Product Owner or similar role, preferably within wealth management or fintech. A Bachelor's degree in business, engineering, or a related field is required. Familiarity with digital client/advisor platforms and a strong technical acumen are essential. Applicants must demonstrate the ability to prioritize multiple projects in a fast-paced agile environment and an understanding of US financial services regulatory requirements.

What It's Like To Work With Us

  • Culture: Fun, rewarding, and fast-paced environment.
  • Vacation: 4 weeks vacation plus company-wide holiday shutdown.
  • Flexibility: Flexible & hybrid working environment.
  • Health & Wellness: Comprehensive health, dental, and vision benefits.
  • Equity: Employee Stock Option Purchase Plan available.

Key Skills/Competency

Product Ownership, Client Portals, Advisor Portals, Agile, Backlog Management, Stakeholder Engagement, Fintech, Wealth Management, Digital Experience, Regulatory Compliance

Apply without a personalized resume

How to Get Hired at OneVest

🎯 Tips for Getting Hired

  • Customize your resume: Tailor experience to fintech and wealth management.
  • Highlight agile methods: Emphasize scrum and backlog management skills.
  • Prepare case studies: Showcase product development examples.
  • Network: Connect with OneVest employees on LinkedIn.

📝 Interview Preparation Advice

Technical Preparation

Review agile methodology and sprint planning.
Understand digital portal technology stacks.
Familiarize with regulatory and compliance standards.
Practice product backlog prioritization exercises.

Behavioral Questions

Describe a challenge in prioritizing features.
Explain collaboration with cross-functional teams.
Detail handling conflicting stakeholder requirements.
Share an example of iterative product improvement.

Frequently Asked Questions