Product Owner, Cash Management Accounts
Core
Drive adoption and utilization of Cash Management Accounts (CMA) for clearing partners Pershing LLC and National Financial Services to support Osaic's strategy of providing banking services to Financial Professionals and their clients.
Role type
Product Owner (Growth & Adoption)
Builds
CMA product line adoption initiatives and utilization dashboards
Domain
Financial Services / Wealth Management Solutions
Deliverable
product features
Required skills
CMA product knowledge, marketing campaign development, partnership identification, dashboard creation, financial performance analysis, process simplification
Preferred skills
FINRA Series 7 license, wealth management experience, banking product expertise, sales and relationship management skills
Technologies
Microsoft Office
Responsibilities
Establish CMA-focused marketing campaigns, identify partnership opportunities for business growth, cultivate Financial Professional Champions, develop adoption dashboards for executive viewing, assess investment economic performance, improve internal processes
Seniority
Mid-Senior, hands-on IC
