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Digital Product Owner

1 month ago

San Diego, California, United States Cetera Financial Group Full time
About the Role

We are seeking a skilled Digital Product Owner to join our team at Cetera Financial Group. As a key member of our team, you will be responsible for product ownership of key client and financial professional facing capabilities, enabled via our digital platform AdviceWorks.

This role involves owning user story and requirements documentation and solution design and execution for different features and functionality, as well as driving the product strategy/roadmap in collaboration with product managers and business partners.

Key Responsibilities
  • Collaborate with financial professionals, members of their teams, internal business partners, and end-clients to co-operatively design new features/enhancements.
  • Define and ongoing management and refinement of the features in their teams' backlog (enhancement requests and strategic roadmap items).
  • Partner with key stakeholders and subject matter experts to analyze, understand, and document solutions (features), that best address the needs of their stakeholders.
  • Gather and document requirements, write user stories and acceptance criteria.
  • Construct user journey maps/flows, process flows, and other supporting visual and requirements documentation.
  • Conduct market, competitive, and user research to inform the product strategy and roadmap.
  • Assist in the management of product roadmaps by prioritizing decisions based on business urgency, user feedback, and consumer and market needs.
  • Partner with program/project management, user experience, development, and testing teams to execute and deliver against shared business objectives and delivery milestones.
  • Drive awareness and promote the usage of digital solutions by presenting and/or showcasing their value and benefits internally within the company, at conferences and events, and/or with prospective financial advisors/institutions.
  • Test features once developed and before go-to-market activities. Own the lifecycle of solutions after deployment.
  • Provide content to internal partners in order to support training & education, marketing/communications, go-to-market activities, and ongoing support related activities.
Requirements
  • Ability to use data and insight to understand the marketplace, customer needs (end-consumer and financial professional), and competitor offerings.
  • Ability to engage, collaborate, and engender trust with other teams (including user-experience and development teams), within a matrixed environment.
  • Ability to use a lean/design thinking/user centered design approach to product vision, design, and roadmap management.
  • Ability to understand technical subject matter and make informed decisions/trade-offs in partnership with application development and engineering teams.
  • Knowledge and understanding of technology trends with the ability to understand how to take advantage of them from a product roadmap and innovation perspective.
  • Ability to manage multiple priorities at once while working in a fast-paced, dynamic environment.
  • Ability to work on sensitive initiatives, showing discretion while helping drive projects forward.
About Cetera Financial Group

Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.

We are committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business.