Senior Digital Product Owner, Client Portal

Requirements

• Analyze business problems and customer needs for Client Portal; translate outcomes into functional and non-functional requirements and workflows.
• Partner with stakeholders, architecture, and engineering to clarify scope, constraints, sequencing, and integration/data impacts.
• Sets the standard for story quality and acceptance criteria.
• Coaches others on story craftsmanship and backlog discipline.

Backlog Management

• Own and continuously refine the team backlog aligned to the product roadmap;
• Maintains sprint-ready backlog through 3+ sprints.
• Independently decompose epics/features into clear, testable user stories with acceptance criteria (including edge cases) aligned to Definition of Ready/Done.
• Facilitate refinement to ensure priorities reflect value and risk, dependencies are visible, and carryover is minimized.
• Champion backlog standards and coach others on story craftsmanship and acceptance criteria.

Continuous Value Delivery

• Provide rapid clarification and feedback during development and testing to sustain flow and reduce rework.
• Partner with QA/SDET/Test Leads to ensure test plans and cases trace to acceptance criteria and readiness signals are clear.
• Proactively manage cross-team dependencies related to ; collaborate with the Dev Manager to unblock delivery and communicate impacts.
• Accountable for improving backlog quality and delivery discipline beyond their immediate team.

Triage & Acceptance

• Lead bug triage; prioritize defects by customer impact and risk, trend defects, and drive prevention actions with engineering and QA.
• Perform story-level acceptance by validating outcomes against acceptance criteria, business intent, and quality standards.

Scrum Collaboration

• Actively participate in agile ceremonies and partner with the Dev Manager to sustain healthy practices and predictable delivery.
• Communicate delivery expectations, scope tradeoffs, and decision rationale to stakeholders; serve as Scrum Master backup as needed.

Product & Domain Expectations

• Maintain deep knowledge of Client Portal journeys and non-functional requirements;
• Ensure work aligns to applicable security, privacy, regulatory, and audit expectations.

Tooling & Documentation

• Use Azure DevOps (or equivalent) to manage stories, link work items, and maintain traceability;
• Report delivery signals (throughput, carryover, defects).
• Maintain documentation (workflows, decision logs, release notes) that supports traceability and operational readiness.

Collaboration Model

• Partner with Product Management to align backlog priorities to roadmap outcomes and surface progress, risks, and options.
• Cookordinate with adjacent Product Owner teams to manage shared standards and cross-team dependencies;
• Support adoption readiness with business/ops partners.

Skills & Qualifications

• Education: Bachelor’s degree required (may consider experience in lieu of degree)
• Work Experience: 4-7 years of experience in product management, business analysis, or a related field, or 4+ years of experience as an operations specialist within a relevant product domain.
• Certifications: Product Management, Agile and Scrum, User Experience & Design, Salesforce Process Improvement, Financial Services Licenses Required
• Knowledge, Skills And Abilities:
• Scrum-based agile delivery and product ownership accountabilities;
• Familiarity with scaled agile concepts;
• Backlog management methods (Definition of Ready/Done, prioritization, decomposition) and techniques for minimizing carryover;
• Quality practices including acceptance criteria design, test planning, defect management, and release readiness;
• Digital delivery fundamentals: UX patterns, APIs/integrations, data flows, and non-functional requirements (performance, security, accessibility);
• Working knowledge of regulated environments (controls, auditability, data privacy) relevant to Wealth Management & Banking;
• Strong working knowledge of Salesforce Experience Cloud or client-facing web portals and integration patterns to anticipate impacts and edge cases.

Story Craftsmanship

• Write clear, testable stories and acceptance criteria that reduce ambiguity and rework.

Facilitation and Coaching

• Lead refinement and mentor others to improve backlog quality and sprint predictability.

Dependency Leadership

• Coordinate cross-team dependencies and communicate sequencing/tradeoffs effectively.

Triage Leadership

• Lead defect prioritization and trend awareness to drive prevention and quality improvements.

Tool Fluency

• Use ADO (or equivalent) for traceability, workflow management, and actionable reporting.

Abilities

• Make day-to-day priority decisions balancing customer value, business outcomes, and technical feasibility.
• Operate at sprint cadence with attention to detail and rapid response to delivery-team questions.
• Influence without authority across teams to align on outcomes, scope, and sequencing.