Advisory Platforms Product Owner – Vice President

About the role

The Wealth Management Platform team works closely with Wealth Management product areas to define and drive the Advisor and Client experience. We are seeking a talented and enthusiastic Product Owner to join our team. As a Product Owner on the Advisory Platform team, you will support the squad delivering enhancements to the next-generation Wealth Management platform focusing on Separately Managed Account solutions.

Responsibilities

• Manage the priorities of the squad and ensure successful delivery of technology changes, from project ideation to testing and launch.
• Document product feature prioritization, develop user stories, and collaborate with agile teams.
• Participate in platform design and development, monitoring implementation timelines across different teams.
• Map out critical workflows and business processes to realize product goals.
• Elaborate on user journeys and use cases that align with the program vision and address critical customer needs.
• Conduct requirement review sessions with program stakeholders.
• Conduct requirements elicitation workshops and meetings with various stakeholders.
• Specify acceptance criteria and scenarios and perform user acceptance testing as needed.
• Support collaboration with UI/UX team to develop information/interaction architecture, user flows, and wireframes.
• Lead discussions and devise solutions to address Advisor/CSA platform pain points.
• Assist in gathering, organizing, and assimilating internal and external feedback to support prioritization of product gaps, enhancements, and new solutions and features.
• Support the platform in the collection and resolution of user feedback for new and legacy functionality.

Requirements

• 9.5 years minimum of transferrable experience across work and higher education.
• Relevant experience in platforms, investment product/investment advisory solutions, wealth management, data management and analysis, or workflow.
• Attention to detail and strong organizational skills.
• Proficient at defining, analyzing, documenting, and communicating product and software requirements in a waterfall, agile, and hybrid software development setting.
• Ability to gather, analyze, and synthesize a significant amount of information, and turn it into a compelling platform vision.
• Self-starter with entrepreneurial drive and demonstrated ability to achieve stretch goals in a fast-paced, dynamic environment.
• Polished written and verbal communication skills to effectively interact and influence a diverse set of business and technical stakeholders.
• Efficient at managing multiple tasks concurrently under deadline constraints.
• Bachelor’s degree in Business Management, Statistics, Computer Science, Engineering, Mathematics, or related field.

Qualifications

• Experience in platforms, investment product/investment advisory solutions, wealth management, data management and analysis, or workflow.
• Strong organizational and attention to detail skills.
• Ability to document and communicate product and software requirements effectively.
• Experience in agile and hybrid software development settings.
• Ability to lead discussions and devise solutions to address platform pain points.
• Effective communication and collaboration skills with various stakeholders.
• Proven ability to manage multiple tasks under tight deadlines.
• A relevant bachelor’s degree in a related field.

Skills

• Experience in platforms, investment product/investment advisory solutions, wealth management, data management and analysis, or workflow.
• Strong organizational and attention to detail skills.
• Ability to document and communicate product and software requirements effectively.
• Experience in agile and hybrid software development settings.
• Ability to lead discussions and devise solutions to address platform pain points.
• Effective communication and collaboration skills with various stakeholders.
• Proven ability to manage multiple tasks under tight deadlines.
• A relevant bachelor’s degree in a related field.

Benefits

• Comprehensive employee benefits and perks.
• Opportunity to work alongside the best and the brightest.
• Supportive and empowering work environment.
• Flexible work arrangements.
• Continuous learning and development opportunities.

Pay

• Base pay ranges from $110,000 to $190,000 per year at the commencement of employment.

Schedule

• Full-time schedule.