About The Position

An exciting opportunity within Branch Investment Management (BIM) for a Digital Product Owner to deliver our next generation of investment management digital experiences and capabilities to our branch teams. The ideal candidate will have Investment Management knowledge with deep understanding of portfolio analysis and portfolio construction concepts as well as our tools such as Portfolio, Portfolio Rebalancer, and Web Order Entry. Agile experience is a plus. The primary focus will be leading a multi-discipline team to deliver the next generation of our Investment Management digital capabilities. Operating at the intersection of business strategy and technology development, the Digital Product Management teams provide a dynamic, collaborative, and fast-paced environment. In either role, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.

Requirements

  • Bachelor’s degree and/or equivalent experience.
  • 2+ years of experience within product ownership or product management

Nice To Haves

  • Series 7 and 66
  • Investment Management experience
  • Agile certifications
  • Investment Management knowledge with deep understanding of portfolio analysis and portfolio construction concepts as well as our tools such as Portfolio, Portfolio Rebalancer, and Web Order Entry.
  • Agile experience

Responsibilities

  • Serves as the individual accountable for one system, or subcomponents of low to medium complex product structures.
  • Provides thought leadership and drives a functional product team to deliver value to internal and external customers of the Firm.
  • Accountable for the respective product's branch/client experience that necessitates a systems thinking approach.
  • In collaboration with the Sr Product Owner/Product Manager, aligns strategy to execution through the development and maintenance of their product roadmap, outlining the body of work expected now, next, and into the future.
  • Manages system plans and supporting artifacts encompassing resource requirements, stakeholder solution requirements, dependencies, timelines, milestones, and success criteria as necessary to deliver on the promised business value.
  • Serves as the primary contact for issues and escalations related to their supported systems, providing as timely resolution as possible.
  • Interacts and aligns with adjacent product teams to ensure a consistent and cohesive progression of the department strategy.
  • Collaborates with the Sr Product Owner/Product Manager to maintain and prioritize the product backlog.
  • Assists in writing well defined user stories, acceptance criteria, and ensures that the backlog is refined and ready for sprint planning.
  • Collaborates with Quality Engineering to define acceptance criteria and ensures that the delivered product meets quality standards.

Benefits

  • medical and prescription drug
  • dental
  • vision
  • voluntary benefits (such as accident, hospital indemnity, and critical illness)
  • short- and long-term disability
  • basic life
  • basic AD&D coverage
  • 401k retirement plan
  • tax-advantaged accounts: health savings account, and flexible spending account
  • ten paid holidays
  • 15 days of vacation for new associates
  • sick time
  • personal days
  • a paid day for volunteerism
  • bonuses
  • profit sharing
  • Employee Assistance Program
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