Advisor Desktop Product Owner, Assistant Vice President
Core
Product Owner for the Advisor Desktop platform supporting Financial Advisors and branch staff in Wealth Management.
Role type
Senior Product Owner (Business/Technology interface)
Builds
Advisor Desktop and mobile technology platforms for Wealth Management
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Financial industry experience, SDLC management, business requirements writing, large-scale initiative leadership, stakeholder management, Agile methodology
Preferred skills
Experience with Financial/Wealth Advisors
Technologies
Microsoft Office, Agile
Responsibilities
Translate business needs into technology initiatives, lead working teams for new solution implementation, manage technology BA/PMs, lead full delivery including training and communication, review functional requirements, resolve branch problems