Lead Product Owner

• Develop and own the strategic vision for the experience across consumer and business segments including, but not limited to, advisory products
• Provide end to end product management ownership across the Advisory Platform, with each role accountable for two scrum teams and overall delivery outcomes within their scope
• Define product vision, roadmap, and priorities, ensuring alignment between business objectives, technology delivery, and advisor experience outcomes
• Lead release planning, dependency management, and open issue governance to ensure consistent and coordinated execution across teams
• Drive alignment across multiple Product Owners to ensure consistency in prioritization, execution standards, and delivery cadence across the platform
• Engage directly with business owners, technology leads, and operations partners to drive decision making and maintain delivery momentum without escalation
• Manage and prioritize product backlogs, ensuring clear requirements, defined scope, and alignment to strategic objectives across teams
• Lead resolution of complex product and delivery challenges, balancing business needs, technical constraints, and risk considerations
• Advance the Advisory Platform roadmap by incorporating AI enabled capabilities to enhance personalization, decision support, and workflow efficiency
• Operate as de facto stream leads within a flatter organizational model, absorbing coordination responsibilities previously handled at the management layer
• Ensure adherence to risk, control, compliance, and regulatory requirements across all product management activities

5+ years of Product Management, product development, strategic planning, process management, change delivery experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Demonstrated Product Owner expertise in agile delivery methodologies to drive technology-enabled change using tools such as Jira, Story Weaver, Octane, Confluence, and related platforms
• Proven ability to lead product and process discovery, process modeling, and continuous process improvement, supported by a strong process improvement mindset
• Strong understanding of risk management and control concepts within a banking or other regulated financial services environment
• Knowledge and exposure to the Financial Advisory model and business needs
• Successful track record of managing and coordinating multiple initiatives simultaneously, while maintaining high-quality standards and meeting tight deadlines
• High level of comfort working in ambiguous or uncertain environments, with the ability to translate incomplete or complex information into clear, measurable, and actionable concepts
• Ability to work effectively in cross-functional teams and across all organizational levels, demonstrating flexibility, collaboration, and adaptability
• Excellent verbal, written, and interpersonal communication skills, with the ability to communicate effectively with both technical and non-technical stakeholders
• Strong creative, analytical, and strategic thinking skills, applied to solving complex business, operational, and technology challenges
• High level of proficiency in leveraging data, metrics, and financial analysis to identify opportunities and solve complex business challenges