- Drive the success of the product capabilities and features by ensuring alignment with user needs, business goals, and market trends.
- Curate and maintain the product backlog, prioritizing the most valuable features and enhancements based on business objectives, user feedback, and consumer and market needs.
- Collaborate with financial professionals, members of their teams, internal business partners, and end-clients to co-operatively design new features/enhancements.
- Partner with key stakeholders and subject matter experts to analyze, understand, and document business needs and objectives.
- Lead the discovery process to investigate product opportunities and help develop wireframes and prototypes to validate research use cases.
- Gather and document requirements, write user stories and acceptance criteria.
- Construct user journey maps/flows, process flows, and other supporting visual and requirements documentation.
- Conduct market, competitive, and user research to inform the product strategy and roadmap and lead RFP/RFIs
- 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 clearly communicating and presenting their value and benefits internally within the company, at conferences and events, and/or with prospective financial advisors/institutions.
- Participate in go-to-market planning, including product launches, promotions, and communication strategies.
- Act as product owner for RIA focused agile delivery team, bringing in the voice of the customer and internal stakeholders to ensure a shared understanding of product objectives
- Bachelor's degree
- 5+ years of digital product management and/or related experience with financial advisor and/or consumer facing products/solutions.
- Financial Services experience required with RIA business model and independent financial advisor domain expertise and other vertical industries a nice to have.
Experienced leader and/or influencer of people and distributed teams. - Demonstrated ability to work on sensitive initiatives, showing discretion while helping drive projects forward.
- 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
- Experience in the investment advisory industry working with best-in-class vendors such as Orion and Envestnet
- Background building or enhancing a digital platform that integrates disparate applications to create a seamless experience for the end user
- 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 presentations to executives, facilitating discussions with end-clients and/or groups of financial professionals, etc.
- Entrepreneurial/innovative driver of change and new ways of working.
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship
- Easy access to mental health benefits to meet our team members and their families where they are
- 20+ days of paid time off (PTO), paid holidays, and 2 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years
- Paid parental leave to support all team members with birth, adoption, and foster
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more
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Senior Digital Product Owner - El Segundo, United States - Cetera Financial Group
Description
Job DescriptionWe are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a member of our team, you will work alongside like-minded experts in a culture that is deeply rooted in innovation and progression. Join us to be part of a transformative journey that can shape the industry's future.
We are seeking to hire a Digital Solutions Senior Product Owner to join our team
What we need:
The Digital Solutions Senior Product Owner is responsible for the vision and strategy of key client and financial professional facing capabilities for Cetera's RIA Solutions and investment advisory digital offerings. This role owns product strategy, experience design, and user story and requirements documentation and execution for owned 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 and RIA business model and independent financial advisor domain expertise. They should also be capable of leading and collaborating within a matrixed team structure and successfully delivering complex technological 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, and ongoing support related activities. This role will work on sensitive, high priority items where maintaining confidentiality is essential.
What you will do:
The salary range for this role is $130,000 - $150,000, 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
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
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