Product Owner

Role Summary

Product Owner works closely with Global Client Investment Reporting (GCIR) teams to ensure successful execution of projects through GCIR supporting applications (Global Client Reporting, Coric, and Enterprise Reporting Data Management). Individuals in this role must effectively partner with business and technology stakeholders across multiple teams to ensure the strategic goals and objectives of the products are met and deliver the desired business value. This requires working with upstream and consuming application owners to clearly define end-to-end data requirements. Additionally, to be successful, this role must effectively partner with technology team to ensure quick and ongoing value from these initiatives.  The Product Owner leads assigned initiatives with minimal guidance. 

Responsibilities

• Product Ownership — Partners with various teams such as business teams, legal, compliance, finance, and design to ensure that solutions are compliant, client-centric, and in line with brand standards. May own product(s) from end to end. Establishes or heavily contributes to road map for assigned product(s). Removes impediments and facilitates decisions both inside and outside the core team to ensure a successful product delivery. Elevates product related issues that cannot be resolved to senior product owner or management for resolution assistance; elevates key product decisions to senior management. The product owner sets the direction for the product and prioritizes what will be included in the business case and each release. Prioritizes and manages backlog work. Liaise with internal stakeholders regarding business and technical questions that arise related to assigned initiative.
• Achieves Business Results — Oversees a cross functional team, which could include marketing, technology, and design associates. Ensures products meet and/or exceed standards for business performance, client satisfaction, compliance, and operational efficiency by closely monitoring, analyzing, and interpreting the metrics to assess the performance of products against key performance indicators (such as sales, new accounts, lead and referral generation, etc.). Develops and implements strategies and tactics to meet the desired business objectives for assigned product.
• Coaching and Mentoring — Supports leadership team in the onboarding, training, and ongoing coaching of product analysts. Recognizes associates as appropriate and, at times, may provide constructive feedback in support of individual development goals. May also coach a cross-functional Agile team if serving in a product owner capacity.
• Product Release Coordination — Plans with other key team roles as well as product owners who are part of other teams, if necessary, to ensure a strategic, complementary release schedule. The product owner also helps to identify necessary operational changes stemming from a release and is co-responsible for defining reusable solutions/shared components.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience

Preferred:

• Experience in Investment Management industry 
• Previous experience with data-oriented technology projects, including data analysis, data quality processes, and data management best-practices along with high level of analytical and problem-solving skills 
• Previous experience implementing Client Reporting technologies, such as SimCorp Reporting (Coric)
• Experience with Scrum and/or Lean Agile project management methodologies 
• Ability to translate and simplify complex business and technical concepts and excellent verbal and written communication skills  
• Strategic thinker & problem-solver with proven ability to understand details & actively execute to ensure success
• Experience working on a Global project team, along with the ability to work well with people with varying technical, business, and cultural backgrounds 
• Excellent negotiation skills & ability to influence

FINRA Requirements

FIRNA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).