About the role
Job Title: Senior Product Manager, Platform Management Duration: 12 Months Location: Toronto, Ontario, CAN, M5X1J9 (Hybrid)
Working remotely: 3-4 days a week at the office, contingent on team schedules Bilingualism : English only, bilingual is nice to have
Our Digital Product team is redefining how wealth management firms operate—building modern, scalable SaaS solutions that sit at the intersection of client experience, business operations, and technology.
The Role
We are looking for a Senior Product Manager to lead our Platform Management capabilities, the foundational layer of our client-facing ecosystem that defines how firms configure, control, and extend their experience on our platform. You will own a broad set of platform control capabilities to shape how our clients operate their businesses on our platform, ensuring that these capabilities are secure, flexible, and scalable for real-world firm operations.
Key Responsibilities
Product Strategy & Ownership
Evolve the Platform Management vision and roadmap as a foundational platform layer Position Platform Management as the governor and master orchestrator of our digital ecosystem Drive alignment across security, client experience, and platform scalability objectives Client-Centric Product Discovery
Develop a deep understanding of our firm segments, organizational structures, and how they manage: Users, roles, and permissions Internal controls and operational workflows Platform configuration and customization needs Manage ongoing research into unmet needs and trends across platform administration Translate insights into clear product priorities and initiatives Platform Capability Development
Lead the evolution of key platform capabilities, including: Identity & Access Management: entitlements, delegation, and approval workflows Firm Configuration & Entitlements: Configurable features, controls, and firm-level settings Feature Lifecycle Management: Feature enablement, rollout controls, and progressive activation models Third-Party Integration Management: Connectivity, entitlements, and governance for external partners BYO Identity Provider (IdP) Strategy: Support SSO and federated identity models across client firms Cross-Platform Integration & Governance Ensure consistent application of platform controls across all product experiences Act as the central authority on platform administration and access models Drive standardization and reuse of platform capabilities across teams & 3rd parties Product Delivery & Adoption Own roadmap execution and outcomes Partner with client teams on rollout Track product KPI’s, including adoption and client & business impact
What You Bring
7–10+ years of experience in product management Experience delivering platform or shared service capabilities Strong understanding of: IAM (RBAC, entitlements, identity federation) Platform design and extensibility models Enterprise SaaS administration patterns Deep customer empathy and ability to uncover complex operational needs Proven ability to build strong relationships across product, engineering, and client teams Strong prioritization and decision-making grounded in data and outcomes Exceptional ability to communicate complex platform concepts clearly to technical and business audiences Experience in financial services or regulated environments is a strong asset Experience in commercial B2B SaaS platforms is a strong asset
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About the role
Job Title: Senior Product Manager, Platform Management Duration: 12 Months Location: Toronto, Ontario, CAN, M5X1J9 (Hybrid)
Working remotely: 3-4 days a week at the office, contingent on team schedules Bilingualism : English only, bilingual is nice to have
Our Digital Product team is redefining how wealth management firms operate—building modern, scalable SaaS solutions that sit at the intersection of client experience, business operations, and technology.
The Role
We are looking for a Senior Product Manager to lead our Platform Management capabilities, the foundational layer of our client-facing ecosystem that defines how firms configure, control, and extend their experience on our platform. You will own a broad set of platform control capabilities to shape how our clients operate their businesses on our platform, ensuring that these capabilities are secure, flexible, and scalable for real-world firm operations.
Key Responsibilities
Product Strategy & Ownership
Evolve the Platform Management vision and roadmap as a foundational platform layer Position Platform Management as the governor and master orchestrator of our digital ecosystem Drive alignment across security, client experience, and platform scalability objectives Client-Centric Product Discovery
Develop a deep understanding of our firm segments, organizational structures, and how they manage: Users, roles, and permissions Internal controls and operational workflows Platform configuration and customization needs Manage ongoing research into unmet needs and trends across platform administration Translate insights into clear product priorities and initiatives Platform Capability Development
Lead the evolution of key platform capabilities, including: Identity & Access Management: entitlements, delegation, and approval workflows Firm Configuration & Entitlements: Configurable features, controls, and firm-level settings Feature Lifecycle Management: Feature enablement, rollout controls, and progressive activation models Third-Party Integration Management: Connectivity, entitlements, and governance for external partners BYO Identity Provider (IdP) Strategy: Support SSO and federated identity models across client firms Cross-Platform Integration & Governance Ensure consistent application of platform controls across all product experiences Act as the central authority on platform administration and access models Drive standardization and reuse of platform capabilities across teams & 3rd parties Product Delivery & Adoption Own roadmap execution and outcomes Partner with client teams on rollout Track product KPI’s, including adoption and client & business impact
What You Bring
7–10+ years of experience in product management Experience delivering platform or shared service capabilities Strong understanding of: IAM (RBAC, entitlements, identity federation) Platform design and extensibility models Enterprise SaaS administration patterns Deep customer empathy and ability to uncover complex operational needs Proven ability to build strong relationships across product, engineering, and client teams Strong prioritization and decision-making grounded in data and outcomes Exceptional ability to communicate complex platform concepts clearly to technical and business audiences Experience in financial services or regulated environments is a strong asset Experience in commercial B2B SaaS platforms is a strong asset