Job responsibilities
- Partner with product, design, technology and finance leaders to define, govern and report on the linkage between product strategy, technology execution and the achievement of business outcomes.
- Attend Pi / Quarterly planning events to understand the high-level initiatives and work with product and technology stakeholders to ensure comprehensive roadmaps are defined with key initiatives and related deliverables.
- Collaborate with Product, Design and Tech to ensure initiatives and deliverables are reflected in project and task management systems such as JIRA and Pi (internal PPM system).
- Coordinate and manage cross-product dependencies to ensure seamless integration and alignment across multiple teams and projects.
- Support the Quarterly Product Review (QPR) process ensuring each Product Line accurately depicts their respective roadmap, progress against outcomes and status of underlying deliveries.
- As initiatives are defined, work closely with other members of Finance & Business Management to assign product, design and technology resources to projects for financial tracking purposes.
- Identify and track/report on key risks and issues across the portfolio. Ensure mitigation plans are well defined and tracked through completion.
- Ensure deliverables and milestones are well framed and demonstrate a progressive realization of Objectives and Key Results.
- Work with Global Banking Product Office to ensure adherence to investment governance standards, product taxonomy changes and overall product hygiene/attributes.
- Ensure that dependencies across the portfolio are owned, tracked and managed with clear relationships defined.
- Coach/Train individuals on proper usage of investment governance tools and how to define milestones in a clear, concise, and outcome-based manner.
Required qualifications, capabilities, and skills
- Bachelor’s degree in Business, Finance, Economics, Statistics or other related area
- 10+ years of prior business management, product management and/or finance experience
- 10+ years of Commercial or Investment Banking experience
- Experience with firmwide project portfolio management (PPM) systems
- Working knowledge of Agile development methodologies / standards. Good understanding of agile product development lifecycle
- Strong interpersonal, influencing and listening skills – ability to interact with colleagues at all levels and achieve goals without direct control over resources
- Exceptional written and verbal communications and ability to tailor message and style to different audiences
- Advanced skills in Excel (synthesizing large data sets), ability to present conclusions concisely in PowerPoint able to both define and deliver to conclusion a strategic agenda across multiple groups
- Have a strong business acumen and a strategic mindset that can unpack complex problems, build solutions for them, and manage their execution.
- Ability to multi-task in fast paced environment while meeting objectives and deadlines
- Strong judgment and ability to handle confidential/sensitive information
- IT Strategy and/or Program Management Office (PMO) experience
Preferred qualifications, capabilities, and skills
- Experience in the technology business management within the financial services industry
- Proven ability to operate within the product development life cycle and agile methodologies
- Experience with tracking and reporting on Key Metrics