Client Reporting Product Owner - Vice President

Primary Responsibilities

• Drive Wealth Management and Advisor Platforms strategy in reporting capabilities
• Ensure competitive advantage and address Advisor and client needs
• Lead a cross-functional team to ensure timely completion of project deliverables based on business priority
• Liaison between Business, Operations, Legal, Risk, Compliance and IT for requirements
• Manage ongoing Engagement & Adoption activities and help drive an adoption campaign aimed at increasing the usage of the Client Reporting application
• Perform the normal day-to-day activities required
• Collaborate with functional leaders to identify the organization’s Client Reporting needs, solution design and deployment
• Actively lead and participate in change management lifecycle, including requirement gathering, implementation, testing, and support
• Analyze and produce quantitative and qualitative metrics data on platform activity
• Support the release and implementation of platform and product enhancements, including creating and executing engagement and communication plan

Qualifications

• BS/BA degree required
• 5-7 years of professional experience in technology product management
• Experience in retail banking, wealth management, and/or consumer financial technology industries preferred
• Knowledge of SDLC processes and experience in Agile methodology
• Experience in Client Reporting, including performance reporting a plus
• Experience in engaging with Financial Advisors and staff
• Experience as a Product Owner leading an agile scrum team
• Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
• Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management
• Independent self-starter who can manage multiple parallel work streams and initiatives to aggressive deadlines
• Experience working with cross functional teams, including UX, technology, marketing, communications, legal, risk and compliance
• Detailed, organized, and results-oriented
• Ability to work effectively in a fast paced, high energy, team-oriented environment
• Ability to think critically, solve problems, make decisions and build trust across the organization
• Highly skilled in Microsoft Teams, Excel, PowerPoint, JIRA and Tableau a plus

Pay

Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment.