Product Owner - Client Onboarding & Servicing
Core
Define product vision, roadmap, and prioritization for the post-sale client lifecycle, covering onboarding, reporting, issue resolution, and offboarding to improve client experience and internal workflows.
Role type
Senior Product Owner (Client Onboarding & Servicing)
Builds
Client onboarding, reporting, issue resolution, and lifecycle management capabilities
Domain
Asset management / Financial services
Deliverable
product features
Required skills
Product strategy, roadmap planning, backlog management, stakeholder alignment, Agile delivery, workflow transformation, data governance, AI/automation integration, risk management, cross-functional leadership
Preferred skills
Experience in complex regulated environments, service strategy, operating model design, digital experience design
Technologies
AI, automation tools, data platforms, client portals
Responsibilities
Define and evolve product vision aligned with Client Platform strategy; Translate business priorities into sequenced roadmaps; Own backlog refinement and release planning; Partner with technology teams to align capabilities with workflows; Drive adoption and measure product performance; Evaluate opportunities for process automation and AI integration.
Seniority
Senior, hands-on IC
