Associate Digital Product Owner

Cetera • United States,

19h

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 the advisor and associate experience.

The position supports 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. It is suited to someone who enjoys solving complex problems, connecting business needs with technology solutions, and working across teams from idea through implementation.

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 product backlog management and prioritization 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 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 related business processes.
• Support platform enhancements, defect resolution, maintenance, vendor initiatives, and modernization efforts.
• Evaluate requests and platform issues for business impact, dependencies, risk, and downstream effects.
• Work 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 productive 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 capabilities, 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 opportunities to improve the experience.
• Use data, feedback, and business insights to help prioritize enhancements and measure outcomes.
• Research platform capabilities and potential solutions to support product recommendations.
• Identify ways to simplify processes, improve self-service, reduce manual work, and create more consistent user experiences.
• Support continuous improvement of the custodial platform ecosystem.

Benefits

• Competitive salary.
• Health, dental, vision, and life insurance plans.
• Mental health benefits.
• More than 20 days of paid time off, paid holidays, and two paid wellness days.
• 401(k) savings plan with company contributions of up to 5%.
• Access to a financial professional for financial planning.
• Paid parental leave for birth, adoption, and fostering.
• Health Savings Account and Flexible Spending Account options for healthcare, daycare, commuting, and other expenses.
• Employee Assistance Program (EAP).
• LifeLock identity theft protection.
• Pet insurance.
• Paid caregiver leave.
• Other voluntary benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed