Product Owner - Individual Wealth Operations

Posted 2 Days Ago
Be an Early Applicant
Waterloo, ON, CAN
Hybrid
81K-110K Annually
Entry level
Insurance • Financial Services
The Role
Own the product vision, roadmap, backlog, stakeholder alignment, and lifecycle for Individual Wealth Operations. Translate client and organizational needs into prioritized delivery plans, MVPs, and measurable outcomes. Lead client research, roadmap development, governance, risk management, financial performance monitoring, and continuous improvement while collaborating with technology and business teams.
Summary Generated by Built In

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.

The Opportunity:  As a Product Owner, you will be accountable for maximizing the value of a product, journey, or set of cross-cutting capabilities by making strategic decisions about what to build, when to build it, and how to continuously deliver value for clients, users, and the organization. You will own the product vision, roadmap, backlog, and stakeholder alignment while balancing business and technology priorities to achieve measurable outcomes, strong client experiences, and financial success. This role requires a strategic thinker who can translate client needs and organizational goals into actionable delivery plans, while fostering collaboration, innovation, and continuous improvement across cross-functional teams.

 

Join one of the region’s top employers and be part of something that truly makes a difference.

Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement, and there may be some roles that are required to work in our office more than the minimum requirement.


What you’ll do:

  • Own and drive product management decisions that align business and technology strategies, with a focus on maximizing product value, client satisfaction, and organizational outcomes.
  • Define, maintain, and communicate a compelling product vision, roadmap, and North Star experience that guides product investments and future development.
  • Develop and manage the product backlog by clearly defining, prioritizing, and refining backlog items to ensure each increment delivers meaningful value.
  • Establish and maintain stakeholder alignment by facilitating discussions, managing expectations, communicating product progress, and incorporating feedback into product priorities.
  • Lead roadmap development, define Minimum Viable Products (MVPs), and create iterative release plans that continuously test hypotheses and validate value in the market.
  • Act as the voice of the client by conducting research, developing personas, empathy maps, journey maps, and feedback loops to ensure product decisions are client-centered.
  • Monitor product health, performance, ROI, total cost of ownership, financial targets, and key performance indicators (KPIs) to ensure successful product lifecycle management.
  • Oversee product governance, operational risk management, backlog transparency, forecasting, and stakeholder communications while ensuring established processes and procedures are followed.

 

 

What you’ll bring:

  • Strong business acumen and domain expertise with the ability to understand business structures, processes, capabilities, client needs, distribution needs, regulatory requirements, and market opportunities. 
  • Demonstrated ability to create and execute product visions, roadmaps, personas, vision boards, journey maps, empathy maps, and strategic plans that drive value creation.
  • Experience defining capabilities and managing the full product lifecycle, including financial performance, ROI, total cost of ownership, system health, scalability, and value delivery.
  • Proven ability to collaborate with development teams and stakeholders to identify, prioritize, and deliver solutions that achieve business outcomes and customer value.
  • Exceptional stakeholder management, influencing, negotiation, and conflict resolution skills, with the ability to align diverse perspectives and make decisive product decisions.
  • Strong analytical, problem-solving, and strategic thinking skills, with the ability to navigate ambiguity, manage complexity, and translate strategy into incremental delivery plans.
  • Excellent communication and interpersonal skills, including persuasive presentations, clear and concise writing, active listening, coaching, relationship building, and political judgment.
  • Demonstrated accountability, initiative, adaptability, sound governance practices, and the ability to confidently escalate concerns, manage competing priorities, and deliver measurable outcomes.


What’s in it for you:

  • Career Growth: Regular learning sessions and development opportunities 
  • Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching 
  • Time Away: Competitive vacation plus one paid volunteer day each year
  • Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach



At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [email protected]. We’re happy to help.

Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.

 

Reports To: Manger, Operational Planning, Support, and Communications
Department: Individual Wealth
Term: Permanent Full-Time

This position is open and we are excited to find the right person to join our team. 
 
As part of the recruitment process, you will need to go through background screening, as per our company policy. 


#LI-Hybrid

Skills Required

  • Strong business acumen and domain expertise, including understanding of business structures, processes, capabilities, client needs, distribution needs, regulatory requirements, and market opportunities.
  • Experience creating and executing product visions, roadmaps, personas, vision boards, journey maps, empathy maps, and strategic plans.
  • Experience defining capabilities and managing the full product lifecycle, including financial performance, ROI, total cost of ownership, system health, scalability, and value delivery.
  • Ability to collaborate with development teams and stakeholders to prioritize and deliver solutions achieving business outcomes and customer value.
  • Stakeholder management, influencing, negotiation, and conflict resolution skills.
  • Strong analytical, problem-solving, and strategic thinking skills, including managing complexity and translating strategy into incremental delivery plans.
  • Excellent communication and interpersonal skills, including presentations, writing, active listening, coaching, relationship building, and political judgment.
  • Accountability, initiative, adaptability, sound governance practices, escalation judgment, prioritization, and ability to deliver measurable outcomes.
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The Company
HQ: Kitchener
1,850 Employees
Year Founded: 1859

What We Do

Equitable is a U.S. financial services and insurance company that helps individuals, families, and small businesses secure financial well-being. It provides financial advice, protection, and retirement strategies through insurance and related solutions. The company traces its origins to 1859 and serves clients through dedicated professionals across the United States. Its offerings are designed to support long-term financial confidence and security.

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