Product Owner
Core
Drive the digital transformation of the Advisor experience by designing product vision, roadmaps, and features for digital tools and platforms used by financial advisors.
Role type
Senior Product Owner (Financial Services/Digital)
Builds
Digital experiences, tools, and capabilities for Advisors and Firms
Domain
Financial Services (Insurance, Wealth, Health)
Deliverable
product features
Required skills
Agile digital delivery, Distribution/Wealth/Insurance domain knowledge, Salesforce, System implementation in financial services, OKR management, User research integration, Change management, Regulatory compliance
Preferred skills
Technology platform knowledge, Technical product experience, Quantitative analytical skills
Technologies
Salesforce
Responsibilities
Design product vision aligned to business strategy, Develop and deliver product roadmaps, Monitor end-user behaviors to refine roadmaps, Collaborate with delivery teams to ensure product delivery, Partner with stakeholders including Advisors and executives, Ensure compliance with legal and regulatory requirements
Seniority
Senior, hands-on IC
