Reporting Product Owner
About The Position
We are seeking a Product Owner to lead our Client Reporting workstream, partnering closely with the VP of Client Reporting and senior stakeholders across the Private Wealth business. Who You'll Work With: The Reporting workstream owns the strategy and delivery of client-facing reporting across digital and print channels, including our web and mobile platforms and on-demand report delivery tools used by high-net-worth clients and advisors. Using Agile methodologies, the Reporting Product Owner works cross-functionally across business, technology, design, and operations teams to identify and deliver the highest value reporting initiatives for clients. This role plays a key part in shaping the future of digital reporting, balancing strategic vision with hands-on execution.
Requirements
- 2+ years of experience in a client-facing role within financial services, or experience in digital product management in a related industry
- Demonstrated ability to manage multiple initiatives, assess trade-offs, and adapt priorities in a fast-paced environment
- Strong analytical mindset with a passion for data-driven decision-making and continuous improvement
- Resilience and persistence in driving complex initiatives through obstacles to successful delivery
- Excellent communication, interpersonal, and stakeholder management skills, with the ability to influence across disciplines and seniority levels
- A proactive, detail-oriented approach combined with creativity and sound judgment
- Ability to work independently under pressure while also contributing effectively as part of a team
- Proficiency with Microsoft Office tools
- Experience working in Agile development environments preferred
- Familiarity with SQL or data querying tools a plus
Responsibilities
- Lead the Client Reporting workstream and related initiatives, setting priorities and aligning roadmap decisions with senior Private Wealth leadership
- Partner with sales teams and clients to gather feedback, identify enhancement opportunities, surface risks, and generate new reporting ideas
- Conduct competitive research within and beyond the financial services industry to inform the long-term vision for reporting
- Act as Product Owner in an Agile development environment, partnering with analysts, engineers, and QA to clarify requirements, prioritize the backlog, and support efficient delivery
- Track and analyze reporting usage metrics, including adoption trends and client demographics, to inform prioritization and decision-making
- Test new reports and enhancements to ensure solutions meet the needs of clients and internal stakeholders
- Collect post-release feedback from sales teams and clients to evaluate outcomes and inform continuous improvement
- Present roadmap updates, trade-offs, and recommendations to executive stakeholders
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
