DescriptionJob Summary:As an Enrollment & Client Reporting Product Owner for Managed Investments you will act on behalf of the business operations and our clients to drive strategic platform initiatives. This role offers a unique opportunity to engage with the strategic transformation of our managed investment platforms across multiple lines of business with exposure to both International and US markets.
Key Responsibilities:
- Develop business requirements in collaboration with stakeholders including business management design technology operations legal and compliance teams.
- Document business requirements in Epic/Story format using JIRA.
- Lead story refinement and grooming sessions with technology partners.
- Partner with UAT testing teams to support acceptance criteria use cases and provide product support during testing phases.
- Support and participate in the design development testing and implementation of requirements throughout their lifecycle to ensure quality and timely delivery.
- Maintain a client and customer focus by identifying trends and improving processes on a global basis.
- Manage risk and controls by understanding the regulatory/legal landscape related to investment products and ensuring compliance with established procedures and regulations.
Required Qualifications Skills and Capabilities:
- 4-5 years of experience in the financial services industry preferably in wealth management or investment organizations.
- Experience in project management management consulting and change management supporting large-scale business and technology initiatives.
- Strong issue resolution and problem-solving abilities.
- Proficiency in Agile and Waterfall methodologies with the ability to adapt to hybrid practices.
- Excellent communication skills with the ability to provide clear and succinct updates for all organizational levels.
- Ability to build relationships and influence colleagues technical and functional partners.
- Strong analytical skills and the ability to synthesize information to reach logical conclusions.
- Demonstrated proficiency with MS Excel Word and PowerPoint.
- Ability to work independently manage tight deadlines and prioritize work effectively.
- Experience collaborating with multiple teams and coordinating cross-functional initiatives.
Preferred Qualifications:
- Strong documentation skills and attention to detail
- Independent decision-making ability
- Experience with Alteryx SQL Tableau Qliksense
Required Experience:
Exec
DescriptionJob Summary:As an Enrollment & Client Reporting Product Owner for Managed Investments you will act on behalf of the business operations and our clients to drive strategic platform initiatives. This role offers a unique opportunity to engage with the strategic transformation of our managed...
DescriptionJob Summary:As an Enrollment & Client Reporting Product Owner for Managed Investments you will act on behalf of the business operations and our clients to drive strategic platform initiatives. This role offers a unique opportunity to engage with the strategic transformation of our managed investment platforms across multiple lines of business with exposure to both International and US markets.
Key Responsibilities:
- Develop business requirements in collaboration with stakeholders including business management design technology operations legal and compliance teams.
- Document business requirements in Epic/Story format using JIRA.
- Lead story refinement and grooming sessions with technology partners.
- Partner with UAT testing teams to support acceptance criteria use cases and provide product support during testing phases.
- Support and participate in the design development testing and implementation of requirements throughout their lifecycle to ensure quality and timely delivery.
- Maintain a client and customer focus by identifying trends and improving processes on a global basis.
- Manage risk and controls by understanding the regulatory/legal landscape related to investment products and ensuring compliance with established procedures and regulations.
Required Qualifications Skills and Capabilities:
- 4-5 years of experience in the financial services industry preferably in wealth management or investment organizations.
- Experience in project management management consulting and change management supporting large-scale business and technology initiatives.
- Strong issue resolution and problem-solving abilities.
- Proficiency in Agile and Waterfall methodologies with the ability to adapt to hybrid practices.
- Excellent communication skills with the ability to provide clear and succinct updates for all organizational levels.
- Ability to build relationships and influence colleagues technical and functional partners.
- Strong analytical skills and the ability to synthesize information to reach logical conclusions.
- Demonstrated proficiency with MS Excel Word and PowerPoint.
- Ability to work independently manage tight deadlines and prioritize work effectively.
- Experience collaborating with multiple teams and coordinating cross-functional initiatives.
Preferred Qualifications:
- Strong documentation skills and attention to detail
- Independent decision-making ability
- Experience with Alteryx SQL Tableau Qliksense
Required Experience:
Exec
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