Senior Closing Officer responsible for pre - closing and closing functions for credit products at KeyBank. Managing complex transactions and providing expertise to drive successful loan closures.
About the role
- Product Manager in Canadian investment brokerage with a focus on market insights and product strategy. Collaborating with R&D team to drive compliance and user growth initiatives.
Responsibilities
- Conduct in-depth research on the trading habits, pain points, and preferences of local Canadian investors, and through user interviews and data analysis, provide high-quality business insights
- Responsible for competitive product analysis, tracking the development roadmap of competing product service features, and formulating product competition strategies
- Responsible for the localization of product, ensure product features meet the needs of the local market.
- As the Point of Contact between local business and the headquarters R&D team, translates complex local business logic and compliance requirements into clear product requirements
- Coordinate communication among cross-timezone teams, manage requirement priorities, follow up on development progress, and ensure that versions are delivered on time and meet local quality standards
- Responsible for screening and evaluating local business suppliers (i.e. payment channels, KYC/AML compliance service providers, etc.)
- Assist in promoting business negotiations and technical interface, ensuring the stable integration of third-party services into the trading system
- Empower the marketing team from a product perspective and assist in formulating Go-to-Market promotion strategies.
- Assist in connecting with local financial KOLs and provide professional content support; participate in online/offline user lectures (Webinars/Seminars) as a product expert to answer users' questions about trading mechanisms and platform functions.
Requirements
- Industry Knowledge: with over 5+ years of experience in the finance/FinTech industry, has a deep understanding of the rules of the Canadian securities trading market (US stocks/Canadian stocks/options/ETFs, etc.)
- Professional Knowledge: Has extensive personal investment experience, and is familiar with the local investment business system in Canada, as well as basic knowledge of taxation and compliance
- Communication Skills: Possess excellent cross-cultural communication skills, capable of communicating seamlessly with the headquarters' technical team and local English-speaking partners.
- Product Thinking: Possess keen business acumen and logical thinking skills, capable of deriving product solutions from business objectives.
- Nice-to-Have: Hold CSC (Canadian Securities Course), CPH or other CIRO related professional licenses are preferred
- Candidates with experience in designing Internet Brokerage App products or those familiar with the back-end logic of C-end trading software are preferred
- Actively trades US/Canadian stocks and has hands-on experience with options or other derivatives are highly preferred.
Benefits
- Competitive salary, comprehensive benefits, and performance-based incentives
- Opportunities for professional growth in a fast-growing fintech company
- Beautiful office space in mid-town Toronto with stunning city views
- Work in a company that's a global leader in online brokerage and wealth management
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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