Associate Digital Product Owner
About The Position
The Associate Digital Product Owner supports the strategy, development, enhancement, and ongoing management of custodial platform capabilities and experiences. The role partners with business stakeholders, technology teams, operations, risk and compliance partners, and third-party providers to identify opportunities, translate business needs into actionable requirements, and deliver solutions that improve advisor and associate experiences. It is suited to someone who enjoys solving complex problems, connecting business needs with technology solutions, and coordinating improvements from idea through implementation. The Associate Digital Product Owner assists with product backlog management, user-story definition and refinement, testing and implementation coordination, platform issue monitoring, and the ongoing evolution of the Custodial Platforms product roadmap. The role also supports platform maintenance and modernization, stakeholder and vendor coordination, operational readiness, and continuous improvement of the custodial platform ecosystem.
Requirements
- Strong analytical, problem-solving, and organizational skills.
- Ability to translate business needs into clear requirements and actionable work.
- Strong written and verbal communication skills.
- Ability to manage multiple priorities and work effectively across business and technical teams.
- Strong attention to detail while maintaining awareness of broader business objectives.
- Demonstrated ability to build relationships and collaborate with stakeholders across an organization.
- Curiosity and willingness to learn complex platforms, processes, and technologies.
Nice To Haves
- Experience in financial services, wealth management, brokerage, custody, fintech, or a related industry.
- Experience with product management, business analysis, technology delivery, operations, or platform management.
- Familiarity with Agile/Scrum product-development practices.
- Experience developing user stories, requirements, acceptance criteria, or process documentation.
- Experience participating in UAT or technology implementations.
- Experience working with third-party technology or financial-services providers.
Responsibilities
- Support management and prioritization of the product backlog based on business value, user needs, operational impact, and strategic priorities.
- Translate business needs and platform opportunities into user stories, requirements, and acceptance criteria.
- Participate in backlog refinement and other Agile product-development activities.
- Partner with technology teams to clarify requirements, address questions, and help ensure solutions meet business expectations.
- Coordinate and support User Acceptance Testing (UAT), including test planning, issue tracking, validation, and business sign-off.
- Help validate features and enhancements before production release.
- Develop an understanding of custodial platforms, capabilities, integrations, workflows, and associated business processes.
- Support platform enhancements, defects, maintenance activities, vendor initiatives, and modernization efforts.
- Evaluate requests and platform issues for business impact, dependencies, risk, and potential downstream effects.
- Partner with internal stakeholders and external providers to research issues and identify solutions.
- Maintain product and platform documentation, requirements, process flows, release information, and related artifacts.
- Build relationships with business, operations, technology, risk, compliance, and support teams.
- Coordinate between business stakeholders and technology partners for assigned capabilities and initiatives.
- Work with third-party providers and custodial partners to understand product capabilities, upcoming changes, defects, and enhancement opportunities.
- Communicate product changes, risks, dependencies, decisions, and implementation considerations to stakeholders.
- Help ensure operational readiness for new capabilities and platform changes.
- Gather user and stakeholder feedback to identify pain points and experience-improvement opportunities.
- Use data, feedback, and business insights to help prioritize enhancements and measure outcomes.
- Research platform capabilities and potential solutions to support product recommendations.
- Identify opportunities to simplify processes, improve self-service capabilities, reduce manual work, and create more consistent user experiences.
- Support continuous improvement of the custodial platform ecosystem.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
