Participate in user research to uncover client needs and use personas to identify new integration / partnership ideas and use cases to inform partnerships strategy
Integrate data analytics, user experience research, competitor/market analysis, feedback from internal stakeholders, and business goals to help drive prioritization of potential partnerships
Collaborate with partners and/or third party vendors to develop product roadmap for application integrations (e.g., ERP, TMS, HRIS, CRM, PMS, etc.) and scope out specific features / functionality for contract / SOW
Work with legal, risk, and controls partners to ensure partner and/or third party vendor goes through TPO process and contract / SOW is executed
Assist in the product development lifecycle of the integration by documenting requirements, ensuring sprint inputs (e.g. design and requirements) and outputs (e.g. tested code) are as envisioned, and providing direction and feedback to the partner and/or third party vendor doing the development work
Create and / or refine initiatives, epics, and user stories in JIRA sprints and backlog
Establish approach and manage pilot/rollout of new integration/partnership and capabilities, including objective/scope, target population selection, end-to-end user acceptance testing of features/functionality, communication, training/support, policies and procedures, and success feedback/metrics needed for pilot
Develop and maintain deep relationships with delivery partners across the business including Sales, Onboarding, Servicing, Marketing, Controls, etc. to collaborate on deliverables needed for the go-to-market strategy Once launched, act as subject matter expert for integration / partnership and participate in general product management for affluent body of work
Support end-to-end client experience and associated initiatives to deliver a best-in-class solutions for clients, which may involve direct client interaction and client issue resolution
Identify ongoing gaps, optimizations, and future opportunities for the partnership/integration and capabilities needed for effective evolution
Required Qualifications
Bachelor’s degree required
Advanced Microsoft Office skills including Excel and PowerPoint
Ability to actively work within a team environment while driving accountability for personal goals
Strong communication skills and ability to translate and synopsize data for decision-making
Superior project management, problem-solving and time management skills
Ability to perform well in a deadline-driven, fast-paced environment
Exceptional interpersonal skills – ability to cultivate and build strong relationships with colleagues at all levels Ability to partner directly with development teams to translate product requirements and user stories into technology sizing estimates and requirements
Experience developing roadmaps and immersive experiences to drive client engagement. Must be client experience obsessed
Demonstrated ability to positively interact with cross-functional teams internally and externally to achieve specific business results
Preferred Qualifications
4+ years of financial services, product, or project management experience; banking technology and partnerships experience strongly preferred
Experience with Agile Framework and tools such as Jira and Confluence preferred