Yakeey

Senior Product Manager

iA Private Wealth

Senior Journey Owner - Digital Client Experience

RBC Wealth Management

Product Management, Project delivery and Change management

• Lead a Portfolio Management transformational initiative for RBC WM Canada impacting multiple lines of businesses from conception to delivery.
• Responsible for ensuring that product roadmap capabilities align with WM Canada strategy drivers 
• Supervise development process ensuring alignment with Digital Solutions Strategy.
• Manage development of new features from concept to launch through the digital development life cycle.
• Build change management strategy and lead the activities to ensure successful initiative implementation.
• Lead user engagement, research & design, training, and communications activities.
• Define adoption and monitoring metrics and evaluate engagement and adoption following deployment.

Journey Lead - Portfolio Management Transformation 

• Supported the Product Owner on Portfolio Management and Trading Applications initiatives 
• Acted as Product Owner on smaller to medium sized initiatives (Trading and Modeling)
• Performed requirements analysis documented user stories and journeys
• Acted as a liaison and facilitator between our business partners and the technical team
• Performed user acceptance and implementation testing for Portfolio Management and Reporting projects.

Senior Business Analyst, Business Initiatives

• RBC Expand is an immersive 9-week innovation program that brings together 23 top talents across the organization to explore disruptive ideas and learn new ways of working. 
• Learned and applied design thinking methodologies to solve real business challenges sponsored by RBC executives.
• Won the Best Overall Solution during Season 9 of the program

Intrapreneur - RBC Expand Innovation Program (Won Best Overall Solution)

• Responsible and point of contact for all branches across Quebec and Ottawa (+160 teams)
• Provide advice on portfolio management best practices and implementation strategies to established teams, competitive recruits and new hires
• Analyze teams’ internal processes and assist them streamlining to make their business efficient and scalable
• Continuously improve Team efficiency by building internal tools and documentation to streamline how we conduct our meetings and to facilitate new hire onboarding
• Collaborate with the Business Initiatives Product owners on new initiatives, escalations, product enhancements and user feedback.

Portfolio Management Consultant

RBC Dominion Securities

•	Responsible of portfolio strategy implementation for a Chairman Council team 
•	Responsible of PIM related issues including: bulk trading, portfolio modeling and TAC sheets
•	Maintain team models, their statistics and prepare monthly performance reports
•	Prepare portfolio proposals and financial projections for wealth management purposes
•	Assist in the creation of marketing strategies and business development activities
•	Continuously try to find ways of improving team productivity and efficiency 
•	Revamped the team website and in charge of its maintenance and updates

Associate Advisor

RBC Direct Investing

• Member of the Royal Circle Team dealing with RBC DI’s High-Net-Worth clients
• Executed trades on equities, fixed income, options, FX and commodities
• Educated client on industry mechanisms, regulation, trading policies and order executions
• Provided training to new hires, acted as a mentor and assisted managers on solving escalations
• Proactively added value to client’s requests and asked for new business when appropriate
• Tested and reported on new applications and platforms before their global launch
• Promoted RBC Direct Investing and acquired new business through the branch network 
• Liaised with the back office for trade inquiries, administrative issues and compliance matters
• Member of the RBC Direct Investing Social Committee

Investment Representative

Desjardins

• Provided an advisory role to clients through personalized financial services ranging from day-to-day banking to long-term projects
• Solved clients’ liquidity problem by offering appropriate financing solutions for their short and long-term projects 
• Maximized client retention through holdings in Desjardins financial products such as credit cards, loans, mortgages, insurance, investments and savings products
• Promoted the use of the online services for day-to-day banking and overall banking practices
• Surpassed all of my monthly objectives (sales, call handling time, cross-sales..)
• Elected "First Grade Advisor" for my achievements and my strong performance

Client Service Representative

Bilingual product Manager with over 13 years in wealth management and digital product delivery, specializing in optimizing client experiences across mobile and web platforms. Known for driving strategic initiatives, aligning product roadmaps with business goals, and enhancing user satisfaction through data-driven insights and effective change management. I lead cross-functional teams to deliver impactful and client-focused solutions.

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