FA Platforms Product Owner - AVP

About the position

As a member of the Wealth Management Investment Platforms team, the candidate will be responsible for supporting select policies, processes, and platforms within our charter by creating meaningful solutions, effectively communicating those solutions to business stakeholders, and providing comprehensive support and education to the target audience. To be successful in this role, the candidate must be a self-starter capable of solving complex problems, have the ability to multi-task across a variety of projects and processes, be a succinct and accurate communicator, and be attentive to details, while understanding the broader strategy.

Responsibilities

• Collaborate with business partners to transform business needs into technology requirements that both business and technology understand to develop and improve platforms
• Lead an Agile squad(s) of software developers as a Product Owner
• Manage and prioritize a product backlog
• Become an application/platform subject matter expert
• Develop and execute comprehensive communication and training plans
• Work effectively in cross-functional teams, having demonstrated strong partnerships with both internal and external business partners
• Ability to steer large scale projects by establishing scope, identifying owners, monitoring progress against deadlines, and keeping stakeholders informed
• Perform data analysis and modeling to determine business opportunities to drive business strategy and policy

Requirements

• Self-starter who possesses excellent problem-solving and analytical skills with strong business judgment, distinctive thought leadership
• An active listener who can succinctly communicate and present ideas
• Related financial services industry experience preferred
• Proficient with Word, Excel and Power Point
• Experience with the drafting of technology requirements, testing, and platform delivery
• Experience with Agile development a plus
• Experience working in the SDLC
• BA/BS with strong academic record
• 4-6 years of work-related experience

Benefits

• Comprehensive employee benefits and perks
• Commission earnings
• Incentive compensation
• Discretionary bonuses
• Short and long-term incentive packages