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Generalist Product Owner title, metro location, and unspecified mid-level experience increase applicant density.
Role requires financial-advisor domain and regulated-environment experience, reducing cross-industry transferability.
Requires financial-services domain knowledge, agile practices, and regulatory familiarity but no strict years or certifications.
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Own the product strategy, roadmap, and execution for investment reporting and statement platforms supporting advisor and institution branding workflows.
Prioritize and manage enhancements, feature ideas, and defect resolutions based on feedback from advisors, clients, and internal stakeholders.
Collaborate with engineering, marketing, and operations teams through planning, development, testing, release, and adoption phases to improve usability and client satisfaction.
Bachelor’s degree or equivalent professional experience.
Experience in product management, business analysis, or related roles within financial services, investment management, or banking.
Proficiency with Agile product practices including backlog management and roadmap planning.
Ability to translate business needs into business requirements documents, user stories, and product specifications.
Experienced in navigating complex, regulated financial environments and incorporating client, regulatory, and business requirements into product decisions.
Skilled at collaborating cross-functionally with engineering, marketing, operations, and stakeholders to drive product enhancements and adoption.
Knowledgeable about financial advisor business models (independent, institutional, employee) and related marketing platforms is a plus but not mandatory.