Business Technology Leader

Responsibilities

• Serve as the primary technical liaison between Private Client Group business stakeholders and business-side project managers, and the software development team.
• Translate business objectives and requirements from Private Client Group project managers into clear, well-documented, and technically actionable user stories and requirements for developers.
• Manage and groom the product backlog in Azure DevOps, ensuring work items are prioritized, well defined, and ready for development within a Kanban delivery model.
• Facilitate Kanban ceremonies, including daily stand-ups, backlog refinement, and flow/cycle-time reviews, to maintain visibility into work in progress and throughput.
• Leverage AI-assisted tools to streamline requirements gathering, documentation, and analysis.
• Partner with software engineers and business analysts throughout the software development lifecycle, from requirements through testing, deployment, and post-implementation support.
• Lead planning sessions to define project scope, objectives, milestones, and success metrics.
• Research and evaluate proposed technical solutions in collaboration with both technical and business partners.
• Track and communicate project status, risks, and progress to business and technology stakeholders.
• Support troubleshooting and root-cause analysis on system issues affecting financial advisors, documenting actionable resolutions.
• Triage second-level system issues and distribute work items to the development team.
• Assist with overall project implementation, including rollout planning, communication, and end-user training.
• Perform additional duties as assigned by the Manager.

Requirements

• Bachelor's degree in Computer/Information Sciences, Finance, or a related discipline.
• At least 5 years of Project Management/Business Analysis experience, ideally supporting financial services or wealth management technology initiatives.
• Technical background and aptitude, with the ability to work effectively and communicate directly with software engineers.
• Familiarity with broker-dealer compliance rules and/or Series 7 is preferred.
• Strong analytical and problem-solving skills, with proven ability to translate business needs into clear technical requirements.
• Hands-on experience with Azure DevOps (or a similar ALM tool) for backlog management, work item tracking, and Kanban/sprint board management.
• Experience working in a Kanban or other Agile delivery model, partnering with cross-functional software engineering and business analyst teams.
• Excellent written and verbal communication skills; comfortable facilitating discussions between business and technical teams.
• Strong organizational and time-management skills, with the ability to manage multiple concurrent initiatives and competing priorities.
• Comfortable leveraging AI tools to improve the efficiency of requirements gathering and documentation.

Qualifications

• Financial services background strongly encouraged, including familiarity with the needs of financial advisors and wealth management operations.
• Prior financial services or brokerage industry experience is preferred.
• Working knowledge of Microsoft SQL is preferred.
• Experience with project tracking tools such as Monday.com is preferred.
• PMP or similar certification is preferred.

Benefits

Janney offers a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan.