Summary
Overview
Work History
Education
Skills
Websites
Certification
Work Preference
Timeline
Generic

David Pillar

Product Manager
Toronto,ON

Summary

Experienced financial services product manager with over 20 years of knowledge and practice in creating, building and managing group products. Held progressive, multi-faceted roles in custody, mutual fund operations, record keeping, sales and product implementation, and client management. Skilled in building and nurturing client and team relationships and collaborating with cross-functional partners. Outstanding leadership and project management skills with a proven track record of guiding teams through problem-solving, critical thinking, process improvement, and decision-making processes.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Senior Manager, Workplace Strategy and Group Products

Royal Bank of Canada (RBC)
01.2017 - 01.2023
  • Key member of the Workplace Strategy managing all product management initiatives and day to day product support
  • 6B AUA, 13,000 sponsors, 350,000 members
  • Developed, launched and managed Group TFSA (2018) and Defined Contribution Pension Plan (2019) to penetrate new market opportunities and drive sales acquisition
  • Increased DCPP plan assets (150%) and member acquisition targets (100%) in 2023 meeting sales targets
  • Responsible for project allocation budget to enhance DCPP sponsor and member portals
  • Chair and member of DCPP governance committees.

Senior Manager, Product Management

Bank of Montreal (BMO) Group Retirement Services Inc. (acquired Integra Capital in 2009)
01.2009 - 01.2016
  • Managed over 20 investment fund manager relationships and fee pricing (Expanded platform from 150 to 300 funds)
  • Transitioned group plans from BMO Nesbitt Burns and successfully grew client base by 400%
  • Lead governance investment plan reviews with plan sponsors on-site
  • BMO GRS business unit compliance officer and AML business leader.

Shareholder Partner, Senior Manager, Trust Services

Integra Capital Management Corporation (sold record keeping business to BMO 2009)
01.1998 - 01.2009
  • Designed, built, and implemented new Trust and Balancing Systems with third party vendor
  • New automation eliminated unitholder and cash reconciliations risk
  • New system and work efficiencies enabled staffing cuts by 50% (from 4 to 2)
  • Responsible for Integra mutual fund unitholder reporting – AUA $5B, 20 funds
  • Negotiated and built relationships with major supplier, cutting custody fees by 25% per year.

Education

General Business Administration Diploma -

Humber College
Etobicoke, ON

Bachelor of Applied Arts, Environmental Health -

Ryerson University
Toronto, ON

Certificates in Economics and Public Administration -

Ryerson University
Toronto, ON

Skills

  • Product Management & Development
  • Project Management
  • Business Requirement Definition
  • Relationship Building
  • Process & Workflow Development
  • Leadership

Certification

  • Lean Six Sigma (Green Belt Certificate)
  • Microsoft Power Business Intelligence (BI) Certificate
  • Reconciliation Education Certificate – First Nations University of Canada
  • The Investment Funds Institute of Canada – The Canadian Investment Funds Course (IFIC)
  • Canadian Securities Institute – Canadian Securities Course (CSC)

Work Preference

Work Type

Full Time

Location Preference

RemoteHybrid

Important To Me

Work-life balance

Timeline

Senior Manager, Workplace Strategy and Group Products

Royal Bank of Canada (RBC)
01.2017 - 01.2023

Senior Manager, Product Management

Bank of Montreal (BMO) Group Retirement Services Inc. (acquired Integra Capital in 2009)
01.2009 - 01.2016

Shareholder Partner, Senior Manager, Trust Services

Integra Capital Management Corporation (sold record keeping business to BMO 2009)
01.1998 - 01.2009

General Business Administration Diploma -

Humber College

Bachelor of Applied Arts, Environmental Health -

Ryerson University

Certificates in Economics and Public Administration -

Ryerson University
David PillarProduct Manager