Product Owner - AVP
Core
Manage initiatives throughout the program development life cycle for Traditional Investment Products (mutual funds, 529 plans, Unit Investment Trusts) to improve the financial advisor/client experience and increase operational efficiency.
Role type
Assistant Vice Product Owner (Agile)
Builds
Wealth Management product platforms and digitized processes
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Agile methodology, Microsoft Excel, process optimization, risk identification, stakeholder management, strategic initiative management
Preferred skills
Mutual Fund and/or 529 trading experience, application reengineering experience
Technologies
Microsoft Office, Agile frameworks
Responsibilities
Manage initiatives throughout the program development life cycle, work closely with sales, product, and operations groups, digitize historically manual processes, lead strategic initiatives and application reengineering efforts.
Seniority
Senior, hands-on IC