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Senior Program Manager

2 months ago

San Diego, California, United States axosbank Full time
About the Role

The Senior Program Manager - Investment Solutions will play a pivotal role in driving the future of our investment solutions and better meeting the needs of clients by defining the vision and bringing the vision to fruition. This individual will be responsible for managing and implementing end-to-end program management efforts for key elements of our technical and product-based investment offering.

Key Responsibilities
  • Research and Analysis
    • Analyze competition, track competitive moves, and determine appropriate positioning and features to sustain competitive advantage in target segments
    • Work closely with front-line colleagues and clients to understand client needs and communicate potential solutions
    • Create user personas based on an in-depth understanding of the market and client use cases
  • Due Diligence
    • Implement due diligence procedures, processes, and analysis on investment partners, model providers, and digital assets
    • Coordinate quarterly reports for internal and external use for evaluation and approval
    • Liaison with marketing in creating retail communications on investment partners, model providers, and digital assets
  • Planning and Execution
    • Prioritize future initiatives based on strategic vision, feasibility, market dynamics, client need, and fiscal impact
    • Socialize product strategy, roadmaps, and plans among key stakeholders
    • Develop high-level vision documents for strategic initiatives, including vision, objectives, high-level approach, and success criteria (quality/scope, time-to-market, and ROI)
  • Executing and Ongoing Management
    • Make recommendations regarding build/buy/partner decisions
    • Convert client needs and product plans into product requirements
    • Ability to define specific requirements from both a platform-based and investment-product offering standpoint
    • Provide support to junior product team members as needed throughout the project lifecycle
    • Train and mentor product analysts and others in broader industry knowledge and competitor awareness
    • Sponsor product release planning sessions in partnership with other product groups, IT, and PMO as necessary
    • Ensure operating and support structures are in place for the product (including documentation, training, and staffing)
    • Identify and review potential service providers as needed
    • Develop plans for product launch, including collaboration with marketing and creation of training programs for client-facing team
    • Ongoing Management
    • Obtain client and key stakeholder feedback on initiatives and overall product-set
    • Regularly review and communicate statuses, adoption, and effectiveness of initiative and product efforts
    Requirements
    • Bachelor's degree
    • 5+ years in product management or a related role
    Preferred
    • Client-facing investment experience
    About Axos Bank

Axos Bank is a digital-first financial institution that delivers innovative financial tools and services to individuals, small businesses, and companies. We're a diverse team of dynamic, insightful, and independent innovators who are passionate about providing technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol 'AX' (NYSE: AX).

Equal Employment Opportunity

Axos Bank is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breastfeeding, and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.