- Collaborate with financial professionals, members of their teams, and internal business partners to co-operatively design new features/enhancements including, but not limited to New Account Opening, ACH instructions Check requests, Wires, standing and periodic instructions, RMD instructions, ACAT and non-ACAT transfers, Beneficiary updates, dividend reinvestments, Power of Attorney changes, and Advisory Goal Modification requests.
- Partner with key stakeholders and subject matter experts to analyze, understand, and document business needs and objectives.
- Gather and document requirements, write user stories and acceptance criteria.
- Construct user journey maps/flows, process flows, and other supporting visual and requirements documentation.
- Assist in the management of product roadmaps and backlog and make prioritization decisions based on business priorities, user feedback, and consumer and market needs.
- Partner with program/project management, user experience, development, and testing teams to execute and deliver against shared business objectives and delivery milestones.
- Drive awareness and promote the usage of digital solutions by presenting and/or showcasing their value and benefits within the company, at conferences and events, and/or with prospective financial advisors/institutions.
- Lead cross functional team charged with driving platform-wide awareness and adoption campaigns including marketing and communications to increase knowledge, training coordination to enlighten the user community on key capabilities and benefits, and coordinate efforts with service and other supporting teams.
- 5+ years of digital product management and/or related experience with financial advisor and/or consumer facing products/solutions. Financial Services experience required and other vertical industries a nice to have.
- Experienced leader and/or influencer of people and distributed teams.
- Ability to be a thought leader and drive both the vision & strategy and the execution of a digital product/solution.
- Data and insight driven approach to understanding the marketplace, customer needs (end-consumer and financial professional), and competitor offerings.
- Proven ability to engage, collaborate, and engender trust with other teams (including user-experience and development teams).
- Lean/design thinking/user centered design approach to product vision, design, and roadmap management.
- Passion for following and understanding technology trends with the ability to understand how to take advantage of them from a product roadmap and innovation perspective.
- Ability to understand technical subject matter and make informed decisions/trade-offs in partnership with application development and engineering teams.
- Customer-centric approach to everything you do.
- A style of working that combines a bias for action with a problem-solving mindset, a can-do attitude, the ability to adapt quickly, and a collaborative, team-based approach to success.
- Strong set of personal traits and values that complement Cetera's core values of trust, transparency, and people first.
- Ability to excel under pressure and prioritize multiple tasks simultaneously while delivering on-time and with quality.
- Ability to synthesize data and information into recommendations and then drive the execution based on those recommendations.
- Exceptional communication and presentation skills; comfortable presenting to executives, facilitating discussions with end-clients and/or groups of financial professionals, etc.
- Entrepreneurial/innovative driver of change and new ways of working.
-
Cloud Architect
5 days ago
Spectrum Dynamics St. Cloud, United StatesYour Responsibilities · Responsible for planning, developing, and implementing cloud architectures in the Amazon Web Services (AWS) environment. · Analyze the requirements and needs of our clients to design customized solutions and define technical requirements. · Develop bluepri ...
-
Warehouse worker/ Handling worker
5 days ago
Omega Ventures Stearns, United StatesJob Description · We are looking for warehouse workers / handling workers (m/f/d) to join our teams in Hauneck. · About Kühne + Nagel · With more than employees at over 1,300 locations in over 100 countries, Kühne + Nagel is one of the world's leading logistics service providers. ...
-
HR Business Partner for Payroll Accounting
1 week ago
ZephyrTech St. Cloud, United StatesAbout the Company · WHO WE ARE · Our company specializes in the trading and storage of gold, silver, platinum, and palladium and is one of the market leaders in Germany with around 130 employees. Our headquarters is the "Goldhaus" in Munich. We provide advice and trade in preciou ...
-
Phoenix Innovations Sauk Rapids, United States InternshipSHIPWELCOME TO THE TEAM · The unit "Global Business Services" supports the business areas of BASF with a cross-functional network and offers modern and customized solutions. As a specialized service unit, we stand for a high customer orientation and shape our services in a partnershi ...
-
Wanted: Internship in the field of eMobility
5 days ago
NebulaTech Edgewater Estates, United States InternshipSHIPCompany Description · At Edgewater Estates, we shape the future with high-quality technologies and services that inspire enthusiasm and improve people's lives. Our promise to our employees is rock solid: we grow together, take joy in our work, and inspire each other. Welcome to E ...
-
NebulaTech Donovan, United StatesAbout Dresdner Kühlanlagenbau GmbH: · We are the largest independent refrigeration system manufacturer in Germany with over Now applyemployees. With extensive experience in planning, delivery, installation, and service of refrigeration and air conditioning systems, we provide cus ...
-
BlueWave Ventures Kraemer, United StatesThis is the work environment: · Following the motto "Those who audit digitally, audit more economically," we support our clients through our software solutions and consulting and training services. Our focus is on conveying the benefits of software, quality management, and proce ...
-
Service Engineer
5 days ago
Phoenix Industries Stephen, United StatesBruker enables scientists to make groundbreaking discoveries and develop new applications that improve the quality of human life. Bruker's powerful scientific instruments and high-quality analytical and diagnostic solutions allow scientists to explore life and materials at the mo ...
-
Electronics Technician
5 days ago
Omega Dynamics Stephen, United StatesFrom the industry. For the industry. Our mission is based on our extensive experience in the European job market. That is why renowned and future-oriented industrial companies have been relying on the solutions of the expertum Group for over 35 years at more than 45 locations in ...
-
Relationship Banker
6 days ago
PNC Financial Services Group Annandale, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...
-
Technical Project Manager
2 weeks ago
Skyline Solutions Saint John's University, MN, United States FreelanceJoin Saint John's University, MN in tackling the future challenges of our clients. Be inspired by the diversity of our projects and make a difference with us. KPMG IT Service GmbH is the IT consulting and service arm of KPMG AG Wirtschaftsprüfungsgesellschaft. As part of a team, ...
-
Restaurant General Manager
23 hours ago
Border Foods LLC Saint Cloud, United States Part timeAs a General Manager your mission is to reinforce the Border Foods CORE values, to include Accountability, Integrity, Family, Excellence, Teamwork, and Empowerment. · At Border Foods, we will unlock the full potential of our employees and guest's restaurant experience by creating ...
-
T-mobile Bi-lingual Mobile Sales Associate
1 week ago
Ritmo Latino Wireless / T-Mobile Annandale, United StatesGreetings Welcome to the exciting, ever changing world of Wireless sales Ritmo Latino Wireless is a T-Mobile Mobile Premier Retailer. We have a long history of success in representing the T-Mobile brand. At Ritmo Latino Wireless we look for individuals who have a **Passion** to m ...
-
Assistant General Manager
23 hours ago
Border Foods LLC Saint Cloud, United States Part timeAs an Assistant Manager your mission is to reinforce the Border Foods CORE values, to include Accountability, Integrity, Family, Excellence, Teamwork, and Empowerment. · At Border Foods, we will unlock the full potential of our employees and guest's restaurant experience by creat ...
-
Teller I
4 days ago
TD Bank Monticello, United StatesWork Location: · Monticello, New York · Hours: · 30 · Pay Details: · $ $25.50 USD · Line of Business: · Personal & Commercial Banking · **Job Description**: · The Teller I works in a TD Store location and plays a key role in delivering legendary customer experiences while process ...
-
Installer Part-Time
1 week ago
GEO Group Inc. Saint Cloud, United States Part timeBenefits Information · * Paid Training, Reimbursed Mileage, and Monthly Cell Phone Stipend * · Overview · BI is one of the leading technology companies and the largest provider of innovative electronic monitoring solutions in the United States. We excel at providing technological ...
-
Senior HVAC/R Service Technician
1 week ago
CoolSys Saint Cloud, United StatesOverview · With over 150 years of experience, CoolSys is the market-leading indoor environment solutions company. Our full spectrum of best-in-class services includes HVAC & refrigeration installations, remodels, service & maintenance; and energy solutions, including controls and ...
-
Operations Professional 1
1 week ago
Cetera Financial Group Saint Cloud, United StatesCetera Investments is currently seeking an Operations Associate for our Dividend team in St. Cloud, MN. This is a unique opportunity to join our team and provide operational support and world-class customer service to our clients. Based on a successful training period, this role ...
-
Travel Nurse
4 days ago
Bluepipes St. Cloud, United States FreelanceFlexCare Medical Staffing is seeking an experienced Rehabilitation Registered Nurse for an exciting Travel Nursing job in Saint Cloud, MN. Shift: 3x12 hr flex Start Date: 05/28/2024 Duration: 13 weeks Pay: $ / Week NOTE: THIS IS A TRAVEL STAFFING ASSIGNMENT. INQUIRE TODAY FOR JO ...
-
Internal Medicine Physician
5 days ago
Spectrum Healthcare Resources Saint Cloud, United StatesSpectrum Healthcare Resources has a potential opportunity for a civilian Physician at St. Cloud VA Health Care System in St. Cloud, MN. This 1099 contract position offers: · Full-time hours · Coverage from 4pm to 8am · Weekend coverage are 24-48 hour shifts · Provide service to A ...
Product Owner, Client Onboarding and Servicing Solutions - St. Cloud, United States - Cetera
Description
At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless.
What we need:
The Product Owner, Client Onboarding and Servicing Solutions role is responsible for product ownership of Account Opening and Client Servicing related capabilities including account opening, asset and money movement, account maintenance, advisory account management, and related activities, enabled via Cetera's digital platform AdviceWorks. Reporting to a Director of Digital Solutions, this role owns user story and requirements documentation and solution design and execution for different features and functionality and will help drive the product strategy/roadmap in collaboration with product managers and business partners. Candidates need to possess a strong, integrated skillset that combines digital product development/ownership skills with business analyst skills. They should also be capable in leading and collaborating within a matrixed team structure and successfully delivering complex technology solutions in a fast-paced, dynamic environment. This individual will also play a key role in product testing, training & education, marketing/communications, go-to-market activities, adoption and promotion strategy, and ongoing support related activities. This position offers remote work flexibility with the opportunity to work from any of our office locations, Atlanta, Dallas, Denver, Des Moines, San Diego, Schaumburg, St. Paul MN.
What you will do:
What you need to have (basic qualifications):
Really catch our eye with (preferred qualifications):
Compensation:
The salary range for this role is $100,000- $130,000 plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
#LI-Remote