Coordinate workstreams and documenting in JIRA/Confluence
Writes the requirements, epics, and user stories to support product development
Partners with technology teams to bring product vision to life.
Presents and communicates to provide regular updates to working groups including stakeholders, control partners and potentially senior leaders.
Contributes to end-to-end product roadmap initiatives designed to further enhance the Advisor and Client experience with respect to margin trading.
Develops and drive proactive solutions to improve the control framework for lending through both automation and procedures.
Participates with multi-year product roadmap and associated forecasting.
Develops product knowledge and operating model expansion initiatives for financial advisors, self-directed client as well as support staff.
Tracks industry trends, regulations, and market events with respect to margin trading.
Evaluates client and advisor feedback as needed to inform any changes to the product roadmap.
Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
Required qualifications, capabilities, and skills
3+ years of experience or equivalent expertise in product management or a relevant domain area.
5+ years of experience in the Financial Services industry, or in a Product / Project Management Role supporting the Wealth Management client segment.
Proficient knowledge of the product development life cycle
Experience in product life cycle activities including discovery and requirements definition
Detail oriented with the ability to complete task on or ahead of time.
Experience managing projects of different sizes from varying levels of focus, along with strong communication skills and the ability to multitask in a rapid paced environment.
Ability to actively work within a team environment while taking individual responsibility.
Strong communication skills, both oral and written.