Wealth Management, Product Owner, Portfolio Manager Toolkit

As a Product Owner for Portfolio Manager Toolkit,  you will be an integral part of the Multi-Asset Portfolio Solutions team, supporting the Portfolio Manager function through shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. The team is uniquely positioned working directly with the business and in many cases as an extension of the business. As Product Owners, you are responsible for driving the direction of the platform, maintaining a Product Cabinet, and prioritizing the decisions made for the platform. The Product work has substantial impact across the business / firm and is geared towards revenue enhancement, cost reduction, risk mitigation, process improvement, increasing reach for insights or other priorities as defined by management. 

Job Responsibilities:

• Own the product’s vision and execute your strategy to realize it, while rigorously applying product best practices to stay abreast of the latest market and technology opportunities. 
• Complement a strong product intuition with data-informed evidence to actively manage the product backlog in an agile development environment. Critically evaluate data, information, ideas, and arguments when determining what should be built, and describe what is needed with well-written stories.
• Drive data quality testing and improvement efforts across the platform. Distill insights from data across diverse users, business, and industry sources. 
• Set motivating objectives for the business and your team with well-designed OKRs that measure success by the business outcomes your product achieves. 
• Manage Area Product Owners and Business Analysts aligned to the product 
• Drive committed partnerships with your business stakeholders, Engineering, Design, and Product peers.

 Required qualifications, capabilities, and skills:

• Graduate / Post-Graduate, with a minimum of 15 years of experience in Banking / Financial Services; includes hands-on product manager with demonstratable experience in agile product practices throughout the product lifecycle and prior experience as a Portfolio Manager with ability to interface with Multi Asset Portfolio Managers 
• Asset and Wealth Management experience within Multi-Asset Portfolio Solutions with working knowledge of fund of funds business and a variety of investment products 
• Familiarity with Product ownership model including project planning, Jira story writing, resource management, requirements management (elicitation, documentation, prioritization, etc.), process mapping, process design, procedure authoring, org design, capacity sizing, etc.
• High data literacy including data collection, synthesis, and translation of results into concrete actionable solutions.
• Organized and effective execution – work independently, set, and manage expectations, model work ethic, proactively manage efforts across multiple teams, rigorously communicate. 
• Excellent documentation, analytical, and reasoning skills (e.g., adheres to best practices in meeting management, regularly completes tasks and conducts business with minimal supervision)
• Applies innovation and design thinking techniques to continually challenge and improve the efficiency, scale, and resilience of our platform.
• Ability to thrive and drive change in fast paced, complex agenda.

Preferred qualifications, capabilities, and skills:

• Prior experience as a Portfolio Manager is ideal
• CFA is preferred
• Certified Scrum Product Owner (CSPO) certification preferred
• Familiarity with at least one programming language (i.e., Python or Java)