As the Vice President-Data and Migration Product Owner, you will act on behalf of the business, operations, and our clients to drive strategic platform initiatives. This role offers a unique opportunity to engage with the strategic transformation of our Wealth Management Managed Accounts platforms, with exposure to both International and US markets.
Key Responsibilities:
- Develop business requirements in collaboration with stakeholders, including business management, design, technology, operations, legal, and compliance teams.
- Document business requirements in Epic/Story format using JIRA.
- Lead story refinement and grooming sessions with technology partners.
- Partner with UAT testing teams to support acceptance criteria use cases and provide product support during testing phases.
- Analyze large datasets and workflow processes to evaluate viable process alternatives.
- Analyze and define data transformation requirements from legacy to strategy repositories.
- Support and participate in the design, development, testing, and implementation of requirements throughout their lifecycle to ensure quality and timely delivery.
- Maintain a client focus by identifying trends and improving processes on a global basis.
- Manage risk and controls by understanding the regulatory/legal landscape related to investment products and ensuring compliance with established procedures and regulations.
Required Qualifications, Skills, and Capabilities:
- 5+ years of experience in the financial services industry, preferably in wealth management or investment organizations.
- Experience in product management, management consulting, and change management supporting large-scale business and technology initiatives.
- Strong issue resolution and problem-solving abilities.
- Proficiency in Agile and Waterfall methodologies, with the ability to adapt to hybrid practices.
- Excellent communication skills, with the ability to provide clear and succinct updates for all organizational levels.
- Ability to build relationships and influence colleagues, technical, and functional partners.
- Strong analytical skills and the ability to synthesize information to reach logical conclusions.
- Demonstrated proficiency with MS Excel, Word, and PowerPoint.
- Ability to work independently, manage tight deadlines, manage multiple stakeholders, and prioritize work effectively.
- Experience collaborating with multiple teams and coordinating cross-functional initiatives.
Preferred Qualifications, Skills, and Capabilities:
- Strong documentation skills and attention to detail
- Independent decision-making ability
- Advanced data analysis skills
- Experience with pulling insights from large amounts of data and transforming datasets
- Experience with Alteryx, SQL, Tableau, Qliksense