Product Owner, Client Onboarding and Servicing - El Segundo, United States - Cetera Financial Group

Cetera Financial Group

Verified Company

El Segundo, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

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:

What you will do:

Collaborate with financial professionals, members of their teams, and internal business partners to cooperatively 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 nonACAT transfers, Beneficiary updates, dividend reinvestments, Power of Attorney changes, and Advisory Goal Modification requests.
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 platformwide 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.

What you need to have (basic qualifications):

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 (endconsumer and financial professional), and competitor offerings.
Proven ability to engage, collaborate, and engender trust with other teams (including userexperience and development teams).
Lean/design thinking/user centered design approach to product vision, design, and roadmap management.

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Really catch our eye with (preferred qualifications):

Customer
centric approach to everything you do.
A style of working that combines a bias for action with a problemsolving mindset, a cando attitude, the ability to adapt quickly, and a collaborative, teambased 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 ontime 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 endclients and/or groups of financial professionals, etc.
Entrepreneurial/innovative driver of change and new ways of working.

Compensation:

#LI-Remote

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:

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 planahead for a strong financial future well bey