The Digital Product Owner for AI Enablement and Portfolio Holdings & Tax supports two priorities: enabling product teams to use AI responsibly and effectively, and driving execution for advisor- and client-facing Portfolio Holdings & Tax experiences in a regulated financial environment. AI enablement: Contribute to an AI enablement working group by executing the established vision and roadmap through tools, standards, and practitioner training. Portfolio Holdings & Tax: Drive roadmap execution for holdings visibility and tax reporting capabilities, improving end-to-end advisor and client experiences.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed