Vice President - Managed Investments Enrollment and Client Reporting Product Owner

Job Summary: As an Enrollment & Client Reporting Product Owner for Managed Investments, you will act on behalf of the business, operations, and our clients to drive strategic platform initiatives. This role offers a unique opportunity to engage with the strategic transformation of our managed investment platforms across multiple lines of business, with exposure to both International and US markets.

Key Responsibilities:

• Develop business requirements in collaboration with stakeholders, including business management, design, technology, operations, legal, and compliance teams.

• Document business requirements in Epic/Story format using JIRA.

• Lead story refinement and grooming sessions with technology partners.

• Partner with UAT testing teams to support acceptance criteria use cases and provide product support during testing phases.

• Support and participate in the design, development, testing, and implementation of requirements throughout their lifecycle to ensure quality and timely delivery.

• Maintain a client and customer focus by identifying trends and improving processes on a global basis.

• Manage risk and controls by understanding the regulatory/legal landscape related to investment products and ensuring compliance with established procedures and regulations.

Required Qualifications, Skills, and Capabilities:

• 4-5+ years of experience in the financial services industry, preferably in wealth management or investment organizations.

• Experience in project management, management consulting, and change management supporting large-scale business and technology initiatives.

• Strong issue resolution and problem-solving abilities.

• Proficiency in Agile and Waterfall methodologies, with the ability to adapt to hybrid practices.

• Excellent communication skills, with the ability to provide clear and succinct updates for all organizational levels.

• Ability to build relationships and influence colleagues, technical, and functional partners.

• Strong analytical skills and the ability to synthesize information to reach logical conclusions.

• Demonstrated proficiency with MS Excel, Word, and PowerPoint.

• Ability to work independently, manage tight deadlines, and prioritize work effectively.

• Experience collaborating with multiple teams and coordinating cross-functional initiatives.

Preferred Qualifications:

• Strong documentation skills and attention to detail

• Independent decision-making ability

• Experience with Alteryx, SQL, Tableau, Qliksense