AVP, Product Owner
Core
Guide and evolve advisor- and client-facing investment reporting experiences, focusing on reporting, statements, and investment insights at the intersection of business needs, technology solutions, and client experience.
Role type
Senior Product Manager (Investment Reporting & Client Experience)
Builds
Investment reporting platforms, client statements, and investment insights tools
Domain
Financial services / Wealth management / Investment management
Deliverable
product features
Required skills
Product strategy and roadmap planning, backlog management, requirements documentation, stakeholder management, Agile practices, financial services domain knowledge
Preferred skills
Investment reporting experience, statement production systems knowledge, performance analytics solutions familiarity
Technologies
Statement production systems, data platforms
Responsibilities
Guide product strategy and roadmap execution, prioritize enhancement requests and defect resolution, synthesize feedback from advisors and clients, partner with engineering on development and release, collaborate on product positioning and launch, ensure compliance with regulatory requirements
Seniority
Senior, hands-on IC