Cameron James Wilkinson
Mississauga ,ON
Summary
Diligent Senior Product Manager offering over a decade of success in product roadmap development, market research and data analysis. Highly skilled in identifying opportunities to maximize revenue. Knowledgeable in user interface, testing, and debugging processes. Driven and strategic with proven history of superior market penetration and product launch.
Overview
10
10
years of professional experience
1
1
Certificate
Work History
Product Manager
Broadridge Financial Solutions
03.2019 - 05.2023
- Responsible for day to day operations and development of Canadian mutual funds books and reconciliation, commissions, and registration
- Lead contact to 5 of 6 major Canadian banks as well as multiple brokerages
- Project lead for annual fundserv regulatory changes
- Established criteria for each milestone within product roadmap as means to measure developmental progress.
- Championed customer experience through expert analyzation and communication.
- Responsible for business analysis, documentation of requirements, managing development efforts across multiple platforms
- Lead for implementation and working with clients to ensure successful installs
- People Management - responsible for work product of development teams across 3 platforms (trading, commissions and fund registration),
- QA teams for testing of all enhancement and regulatory changes as well as development of associates
- CDIC UCI project - 2 year span - 1MM project cost across multiple clients
- Designed sequencing algorithm for tax codes to automate grouping of funds for tier 1 client
- Oversaw requirements, estimates, and implementation
- Co Lead on migration to AWS cloud for client
- 10MM+ project cost
- Developed Commission processing system to meet regulatory requirements of OEO trailer Ban
Technical Specialist
Edward Jones
04.2017 - 03.2019
- Responsible for relationship management with all vendors for insurance and segregated funds, 8 vendors in total
- Provided IT consulting, planning and rollout services to optimize customized technology deployment.
- Developed internal best practices, resources and training materials to support IT staff in corporate performance improvement initiative.
- Responsible for development of AGEman in force reconciliation and roll out to branches
- Developed software through external vendor for internal use to improve FTE usage resulting in cost reductions
Operations Specialist
Edward Jones
12.2014 - 04.2017
- Collected, arranged and input information into database system.
- Tracked and analyzed reports to determine needed improvements.
- Assisted various departments with change by communicating new improvement plans and expectations.
- Responsible for reconciliation of Insurance commissions for all policy agents and advisors
Financial Services Representative
TD Bank
11.2013 - 12.2014
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Assisted clients with day to day transactions
- Secure desk operator, assisting with closing and day to day balancing processes
- Provided financial advice to clients for their day to day banking needs and future financial planning
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Offered competitive commercial banking solutions and retail financing options.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
Education
Advanced Diploma - Finance
Sheridan College,
Oakville11.2013
Skills
- Salesforce CRM (SFDC)
- Broadridge
- Microsoft (365, Dynamics, Office)
- JIRA
- Confluence
- Time Management Skills
- Project Management Skills
- Critical Thinking
- Project Management
- Software Development
- Business Administration
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
November 2019
Licensed Canadian Securities Course
IFIC (Investment Funds in Canada)
June 2013
Six Sigma Yellow Belt
June 2012
CFA- Level 2 Candidate
Quote
Far and away the best prize that life offers is the chance to work hard at work worth doing.
Theodore Roosevelt
Timeline
Product Manager
Broadridge Financial Solutions
03.2019 - 05.2023
Technical Specialist
Edward Jones
04.2017 - 03.2019
Operations Specialist
Edward Jones
12.2014 - 04.2017
Financial Services Representative
TD Bank
11.2013 - 12.2014
Advanced Diploma - Finance
Sheridan College,
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