About The Position

As a Senior Product Associate in Wealth Management Servicing, you contribute to the team by leveraging your expertise in product development to create innovative products that increases the productivity of our operations and advisors. You will develop business requirements, drive their execution, and support the products through its lifecycle in collaboration with a wide range of partners and stakeholders. You will exhibit strong client focus, intellectual curiosity, creative problem-solving skills, strong communications acumen, and ability to prioritize and structure the work effectively to achieve a desired outcome within a specified time frame. Motivated candidates with product, design, research, or operations background are welcome to apply.

Requirements

  • A minimum of 3 years in product development, business analysis, or project management, preferably in Wealth Management or Core Banking.
  • Experience with collecting data, perform root cause analysis, and drive opportunities for product enhancement.
  • Deep understanding of Agile principles and hands-on experience delivering complex projects.
  • Experience in product life cycle activities including discovery and requirements definition
  • Developing knowledge of data analytics and data literacy

Nice To Haves

  • Experience in retail investments, brokerage, or banking.
  • Strong analytical, problem-solving, and creative thinking skills.
  • Bachelor’s degree or equivalent related experience.

Responsibilities

  • Build strong relationships with partners across Business, Risk, Compliance, Controls, and Legal.
  • Advocate for the US Wealth Management team's vision in authentication and antifraud.
  • Lead full-cycle product initiatives in a fast-paced environment through discovery and delivery with a focus on authentication and antifraud.
  • Collaborate with business, technology, marketing, legal, and compliance partners to evolve the product roadmap.
  • Maintain clear documentation of scope, requirements, use cases, workflows, and wireframes.
  • Evaluate diverse data sources to identify core user needs and guide product planning.
  • Oversee UAT and production validations to ensure aligned deliverables.
  • Address production escalations with expertise
  • Write detailed user stories with acceptance criteria and execute test scripts.
  • Deliver on tasks and support debugging of customer issues.
  • Develop epic-level requirements and guide high‑level product features.
  • Create newsletters/release notes and lead marketing initiatives.
  • Own small projects, facilitate design/retro sessions, and manage user feedback.
  • Set quarterly goals, document process flows, and support community outreach.

Benefits

  • We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
  • Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
  • We also offer a range of benefits and programs to meet employee needs, based on eligibility.
  • These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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