Lead a team of Product Managers and drive the ConnectWealth related enhancements and buildouts across regions including mandates platform enhancements
As a Product Owner, Vice President in the ConnectWealth Product team, you will design and deliver strategic solutions for a platform managing over $640 billion in AUM across 900,000 accounts. You will partner with stakeholders to develop and prioritize business requirements within an Agile framework, ensuring seamless delivery of cutting-edge capabilities. You will also navigate regulatory complexity, drive operational readiness, and lead cross-functional collaboration to solve high-impact challenges under tight deadlines.
Job Responsibilities
• Gather Advisor needs via user research and journey mapping to identify high-value platform features.
• Develop business requirements in partnership with Portfolio Management, Technology, Operations, and Product Development teams.
• Document requirements in Epic/Story format within JIRA, ensuring clarity and strategic alignment.
• Lead story refinement and grooming sessions with Technology partners to align on scope and acceptance criteria.
• Partner with the UAT team to condition acceptance criteria and provide product oversight during testing.
• Manage stakeholder updates across APAC, EMEA, and US on enhancement status, timelines, and milestones.
• Escalate risks and issues promptly through formal governance channels, addressing control and scope impacts.
• Support Advisors day-to-day by resolving platform queries and issues on a prioritized basis.
• Collaborate with Business Management, Compliance, and control functions to ensure regulatory and operational alignment.
• Drive mandates platform enhancements as part of the firm's strategic ConnectWealth initiative.
• Analyze platform usage and operational data to identify trends and inform roadmap prioritization.