Investment Domain Delivery Product Owner
San Antonio, TX - USA
Job Summary
Experience level (Years) 12
Must have skills Investment Domain & Business Skills (Must Have)
Strong understanding of investment products:
o Mutual Funds Managed Accounts Brokerage Retirement Trusts
Knowledge of investment lifecycle:
o Account onboarding funding trading settlements reporting
Familiarity with regulatory and compliance expectations:
o Client disclosures data retention audit vendor transitions
Ability to translate business intent into platform modernization goals
Product Ownership & Delivery Skills (Must Have)
Strong Product Ownership / DPO fundamentals
o Backlog ownership prioritization value articulation
Ability to manage multiple Agile squads / ARTs
Experience working in scaled Agile environments
comfortable with trade off decisions (scope vs speed vs risk)
Stakeholder & Vendor Management (Must Have)
Ability to work with:
o Business stakeholders
o Architecture and security teams
o Multiple vendors and internal platforms
Strong decision facilitation and expectation management
Clear and confident communication with senior leadership
Preferred skills working knowledge (not coding depth required) of:
Cloud native platforms
Microservices & APIs
Event driven architecture (Kafka / messaging)
Understanding of DevOps CI/CD and release constraints
Detailed Job Description Digital Product Owner (DPO)
Key Objectives of the Role
Modernize legacy investment platforms into scalable resilient and compliant digital solutions
Balance business continuity and transformation during multi year modernization programs
Maximize business value realization while managing risk cost and execution complexity
Act as the single accountable owner for prioritization and trade off decisions
Key Responsibilities
1. Product Ownership & Value Delivery
Own and communicate the product vision and roadmap for investment platform modernization
2. Investment Domain Leadership
Provide strong functional leadership across investment products and journeys including:
o Client onboarding funding trading settlement reporting disclosures
Work closely with business stakeholders to ensure modernization aligns with client experience and regulatory expectations
3. Modernization & Transformation Execution
Lead platform modernization initiatives such as:
Ensure modernization designs are aligned to enterprise architecture and security standards
4. Agile & Scaled Delivery Management
Own backlog and delivery outcomes across multiple Agile squads / ARTs
Partner with RTEs Scrum Masters and Engineering Leads to remove impediments
Continuously assess delivery health risks and dependencies
Must have skills Investment Domain & Business Skills (Must Have)
Strong understanding of investment products:
o Mutual Funds Managed Accounts Brokerage Retirement Trusts
Knowledge of investment lifecycle:
o Account onboarding funding trading settlements reporting
Familiarity with regulatory and compliance expectations:
o Client disclosures data retention audit vendor transitions
Ability to translate business intent into platform modernization goals
Product Ownership & Delivery Skills (Must Have)
Strong Product Ownership / DPO fundamentals
o Backlog ownership prioritization value articulation
Ability to manage multiple Agile squads / ARTs
Experience working in scaled Agile environments
comfortable with trade off decisions (scope vs speed vs risk)
Stakeholder & Vendor Management (Must Have)
Ability to work with:
o Business stakeholders
o Architecture and security teams
o Multiple vendors and internal platforms
Strong decision facilitation and expectation management
Clear and confident communication with senior leadership
Preferred skills working knowledge (not coding depth required) of:
Cloud native platforms
Microservices & APIs
Event driven architecture (Kafka / messaging)
Understanding of DevOps CI/CD and release constraints
Detailed Job Description Digital Product Owner (DPO)
Key Objectives of the Role
Modernize legacy investment platforms into scalable resilient and compliant digital solutions
Balance business continuity and transformation during multi year modernization programs
Maximize business value realization while managing risk cost and execution complexity
Act as the single accountable owner for prioritization and trade off decisions
Key Responsibilities
1. Product Ownership & Value Delivery
Own and communicate the product vision and roadmap for investment platform modernization
2. Investment Domain Leadership
Provide strong functional leadership across investment products and journeys including:
o Client onboarding funding trading settlement reporting disclosures
Work closely with business stakeholders to ensure modernization aligns with client experience and regulatory expectations
3. Modernization & Transformation Execution
Lead platform modernization initiatives such as:
Ensure modernization designs are aligned to enterprise architecture and security standards
4. Agile & Scaled Delivery Management
Own backlog and delivery outcomes across multiple Agile squads / ARTs
Partner with RTEs Scrum Masters and Engineering Leads to remove impediments
Continuously assess delivery health risks and dependencies