Advisor Desktop Product Owner - Vice President
About The Position
The platform we are continuously enhancing integrates a broad range of capabilities designed to support Financial Advisors and branch support and management staff. As an advocate for the user experience, the position involves working with end users to understand requirements, and the ability to translate those needs to systems developers. It will be necessary to support the existing business needs of MSWM branches, support staff, specialists and operational staff while also working to enhance the current technology platforms including both the desktop and mobile platforms. Note that this is a business-position rather than a technology position – it requires the ability to understand both sides of the equation and to provide necessary direction to the projects. The position requires leading working teams in a collaborative fashion to achieve desired results as it relates to the implementation of new technology solutions. The candidate must be able to manage technology BA’s/PM’s to keep initiatives on track and budget. The candidate must also be able to lead the full delivery of new solutions to field users including messaging to field leadership, training, field communication strategy & a support model. Additional responsibilities include review of Functional Requirements, and problem resolution on behalf of the branches. Branch visits across the country are necessary to have a full understanding of a day in the life of our branch personnel.
Requirements
- At least 8 years’ experience in the Financials Industry
- Demonstrated experience with technology implementations and the entire SDLC process
- Previous experience working with Financial/Wealth Advisors is highly desirable
- Experience writing business requirements for large projects
- Experience leading large scale technology initiatives
- BA/BS Degree
- Strong knowledge and interest in new technologies, from an end-user perspective.
- Excellent oral and written communication skills.
- Proficient in Microsoft Office applications
- Proficient in Agile Methodology approach to technology delivery and project management
Responsibilities
- Working with end users to understand requirements
- Translate needs to systems developers
- Support the existing business needs of MSWM branches, support staff, specialists and operational staff
- Enhance the current technology platforms including both the desktop and mobile platforms
- Lead working teams in a collaborative fashion to achieve desired results as it relates to the implementation of new technology solutions
- Manage technology BA’s/PM’s to keep initiatives on track and budget
- Lead the full delivery of new solutions to field users including messaging to field leadership, training, field communication strategy & a support model
- Review of Functional Requirements
- Problem resolution on behalf of the branches
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
