Product Owner

1 month ago


Raleigh, North Carolina, United States AdvisorEngine Full time

Who Is AdvisorEngine:

We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.

AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation.

Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in NYC and Raleigh, NC. If you love data and are driven to create the future of financial advice, we'd love to hear from you.

About this Role:

The AdvisorEngine Product Owner is the champion for the products we create. They manage an agile scrum team, and work closely with cross functional resources to build and enhance products, while also developing new concepts based on industry research and the needs of clients. The Product Owner also serves as the SME for our product offerings, and helps with troubleshooting, and solutioning when needs arise.

Responsibilities:

  • Participate in defining product vision and strategy
  • Write product requirements for current and future products
  • Help define feature roadmap based on business opportunities and market research.
  • Work closely with Product Designer to build great experiences for our clients, which include small, independent, fast-paced firms along with large global institutions.
  • Develop deep understanding of product space by working with cross functional team, participating in industry groups, and performing competitive analysis
  • Release new features, test, and iterate in a fast paced environment
  • Work with integration partners to create seamless cross product experiences leveraging data file, API, and SSO integration points
  • Work in an agile environment, manage and groom product backlogs, write user stories with acceptance criteria, write specifications, manage sprint planning, and participate in daily standup meetings
  • Manage multiple projects in various stages of execution
  • Manage multiple partner/vendor relationships
  • Collaborate with designers, engineers, and other members of the team to create user-centered solutions for AdvisorEngine products.

Required Skills & Experience:

  • At least 5 years experience as a product owner/manager working in an agile environment with a focus on technical/analysis skills
  • Must have experience managing wealth management products for consumers and/or financial advisors
  • Experience running projects
  • Experience working with portfolio data files from custodians or other data providers
  • Experience integrating with external, 3rd party APIs
  • Experience developing Internet products.
  • Experience working in an agile environment
  • Have excellent interpersonal, presentation, facilitation, verbal, and written communication skills.
  • Ability to multi-task and manage conflicting priorities is essential
  • Willing to take on a wide variety of tasks
  • Ability to learn quickly

  • Product Owner

    5 days ago


    Raleigh, North Carolina, United States AdvisorEngine Full time

    Who Is AdvisorEngine:We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do. AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform...


  • Raleigh, North Carolina, United States Merz North America Full time

    The Global Product Owner will be responsible for defining the product (primarily Salesforce) vision through managing backlog work and optimizing the value of the product to meet the strategic direction of all Stakeholders. This role focuses on driving outcomes across multiple teams, regions and business stakeholders across the entire organization. The...


  • Raleigh, North Carolina, United States Wilson Language Training Full time

    Senior Product ManagerDepartment:Program DevelopmentLocation:Wilson Language Training is a pioneer and leader in championing the science of reading and empowering educators across the country to pursue -Literacy for All.- For over 30 years, Wilson Language Training- (WLT) has been devoted to improving instruction for students with dyslexia and ensuring that...


  • Raleigh, North Carolina, United States NewSouth Technologies, Inc. Full time

    NewSouth Technologies is in search for a Sr. IT Product Manager to support the State of NC for the Medicaid Enterprise System (MES) project.***This position is based in the Raleigh, NC however, it is a FULLY REMOTE position and the ideal candidate can work from anywhere from the US.******This is a contract position with the possibility of a long-term...

  • Live Production

    4 weeks ago


    Raleigh, North Carolina, United States teamworkonline Full time

    THIS JOB IS REQUIRED TO BE HYBRID/ON-SITE IN RALEIGH, NC.SUMMARY:The North Carolina Football Club, owner and operator of two affiliated professional soccer teams: the North Carolina Courage (NWSL) and North Carolina FC (USL Championship), is seeking a Full-Time Live Production. The ideal candidate will have a strong understanding of broadcast control rooms...

  • Live Production

    3 weeks ago


    Raleigh, North Carolina, United States teamworkonline Full time

    THIS JOB IS REQUIRED TO BE HYBRID/ON-SITE IN RALEIGH, NC.SUMMARY:The North Carolina Football Club, owner and operator of two affiliated professional soccer teams: the North Carolina Courage (NWSL) and North Carolina FC (USL Championship), is seeking a Full-Time Live Production. The ideal candidate will have a strong understanding of broadcast control rooms...


  • Raleigh, North Carolina, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...


  • Raleigh, North Carolina, United States LucidWorks Full time

    Privacy NoticeSenior Product Manager - Customer Service (Remote - US)Raleigh, NC / Product Management Product Management / Full-Time Employee About the Role Lucidworks is seeking a talented mid-career product manager to help position the new industry-leading SaaS product that we launched late last year. The ideal candidate will have experience in SaaS-based...


  • Raleigh, North Carolina, United States LucidWorks Full time

    ???? **Privacy Notice** **Senior Product Manager - Customer Service (Remote - US)** Raleigh, NC / Product Management Product Management / Full-Time Employee **About the Role** Lucidworks is seeking a talented mid-career product manager to help position the new industry-leading SaaS product that we launched late last year. The ideal candidate will have...


  • Raleigh, North Carolina, United States Endeavor Full time

    Who We Are:Endeavor is a global sports and entertainment company, home to many of the world's most dynamic and engaging storytellers, brands, live events, and experiences. The Endeavor network specializes in talent representation through entertainment agency WME; sports operations and advisory, event management, media production and distribution, and brand...


  • Raleigh, North Carolina, United States Oracle Full time

    At Oracle Cloud Infrastructure (OCI) our goal is to increase the value of the distributed cloud, rapidly expand both OCI's global and local access and provide multicloud capabilities that give customers a choice. We act with the speed and attitude of a start-up, but with the scale and customer-focus of the leading enterprise software company in the world...

  • scrum master

    5 days ago


    Raleigh, North Carolina, United States Diverse Lynx Full time

    Job Title: Scrum Master Location: Raleigh, NC/Phoenix AZ - USA Duration: Full Time/Permanent Roles & Responsibilities: The Scrum Master plays a crucial role in guiding and supporting the Product Owner. Some key responsibilities include: Developing strategies for effective Product Backlog Management Ensuring the team comprehends the importance of clear and...

  • Operations Manager

    5 days ago


    Raleigh, North Carolina, United States Oak City Columns Full time

    Oak City Columns is a family-owned millwork manufacturing business that has been servicing the construction industry in NC, SC and VA for over 20 years. We primarily manufacture exterior millwork products for both residential and commercial projects and take pride in providing a consistent balance between product quality, customization and meeting customer...


  • Raleigh, North Carolina, United States Culligan 46NC Full time

    Benefits:Company partiesEmployee discountsTraining & developmentBenefits/PerksMedical insurance401(k) retirement with company matchVacation, paid time offCompany-provided workwear, cell phone, tabletCompany-paid sales trainingAdditional Culligan Corporate Subject Matter Expert training offeredEmployee discounts for Culligan in-home productsAdditional perks...


  • Raleigh, North Carolina, United States Culligan 46NC Full time

    Benefits:Company partiesEmployee discountsTraining & developmentBenefits/PerksMedical insurance401(k) retirement with company matchVacation, paid time offCompany-provided workwear, cell phone, tabletCompany-paid sales trainingAdditional Culligan Corporate Subject Matter Expert training offeredEmployee discounts for Culligan in-home productsAdditional perks...


  • Raleigh, North Carolina, United States Novalink Solutions Full time

    Job DescriptionNC Department of Health and Human Services seeks a Senior Business Analyst/Technical Writer to support IT software development projects implemented by vendors and/or in-house development teamsPrimary tasks include:Identify and document stakeholders, data flows, and current and future state process flows.Gather, document, validate, and maintain...


  • Raleigh, North Carolina, United States Flatiron Construction Corp Full time

    Join Flatiron Construction's established Mid-Atlantic Division We are seeking a Business Development Manager to leverage industry connections and relationships in the identification of heavy civil project work across the Carolinas. This is an exciting opportunity to directly contribute to the continued success of the region through diverse infrastructure...


  • Raleigh, North Carolina, United States SunTechPros Full time

    Our client is seeking an Oracle EBS SOA Developer to support the Oracle E-Business Suite (EBS) based logistics system that provides functions including asset visibility, supply, maintenance, readiness, task organization, repairs, request tracking, and financial information. The desired candidate will work in an Agile development team building Interfaces,...


  • Raleigh, North Carolina, United States Ark Solutions Full time

    Senior Business Analyst- Remote RoleClienty Department is in search of a Senior Business Analyst/Technical Writer to provide support for IT software development projects handled by vendors or internal development teams.Primary Responsibilities:Identify and document stakeholders, data flows, and current and future state process flows.Gather, document,...

  • Business Analyst

    5 days ago


    Raleigh, North Carolina, United States Red Zone Resources Inc. Full time

    Job DescriptionJob Description733341REMOTE JOB Seeking a Senior Business Analyst/Technical Writer to support IT software development projects implemented by vendors and/or in-house development teams.Primary tasks include:• Identify and document stakeholders, data flows, and current and future state process flows.• Gather, document, validate, and maintain...