CareerPlan

Automation & Workflow Product Owner - Assistant Vice President

Purchase, New York, United States of AmericaFull-time$85k–$140k2026-07-30 → 2026-10-24

Core

Spearhead transformative change and execute strategic initiatives for risk mitigation and operational efficiencies within the Automation & Workflow Solutions Team.

Role type

Assistant Vice Product Owner (Automation & Workflow)

Builds

Platform solutions for Wealth Management channels and client segments

Domain

Financial Services / Wealth Management / Automation & Workflow

Required skills

Agile methodology, backlog management, business process transformation, business analysis, user journey mapping, strategic change management, stakeholder engagement, SDLC understanding, ROI analysis

Preferred skills

GenAI, Agentic AI, intelligent document processing

Technologies

GenAI, Agentic AI, intelligent document processing

Responsibilities

Liaise between business, product, UX, and technology teams; Own business requirements and user stories; Manage backlog refinement and sprint planning; Lead business process transformation initiatives; Conduct business analysis and testing; Optimize existing processes and technology solutions; Map and refine user journeys and workflows; Champion strategic change efforts from ideation to post-launch.

Seniority

Senior, hands-on IC