Digital Product Owner

We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a member of our team, you will work alongside like-minded experts in a culture that is deeply rooted in innovation and progression. Join us to be part of a transformative journey that can shape the industry's future.

The Digital Product Owner/ Client Reporting Solutions Specialist role is responsible for the overall user experience of Cetera’s client reporting capabilities, enabled via Cetera’s digital platform AdviceWorks® as well as key 3^rd party vendor solutions. This role will  own the design and execution for different features and reporting capabilities and will help drive the product strategy/roadmap in collaboration with Product Owners, business and compliance partners. This role will also manage any 3^rd party vendors solutions that provide a client reporting capability. 

This role will be work a Hybrid work schedule and can be located near any of our offices: Dallas TX, San Diego, CA, El Segundo, CA Shamburg IL, Des Moines,  IA and ST. Cloud, MN

What you will do 

• Create and recommend the product's vision and strategy; articulating the client reporting experience and capabilities that need to be delivered based on feedback/input from advisor tech committee, channel leaders, and Digital Solutions leadership . Oversee the implementation of agreed upon strategies.  
• Discover what users need by conducting user research and identifying critical insights.
• Construct user journey maps/flows, process flows, and other supporting visual and requirements documentation.
• Act as SME for agile delivery teams, bringing in the voice of the customer and internal stakeholders
• Engage with our advisor tech committees, conduct market, competitive, and user research to inform the product strategy and roadmap.
• Participate in cross team development reviews and discussion to ensure a complete understanding and alignment with the AdviceWorks roadmap, supporting long-term synchronizing and planning between the teams.
• Work with Cetera Financial Group cross-functional teams to ensure field facing teams are aware of any drive awareness and adoption.
• Coordinate with approved reporting 3^rd party vendors as identified
• Other duties as assigned.

What you need to have:

• Experienced leader and/or influencer of people and distributed teams
• Demonstrated ability to work on sensitive initiatives, showing discretion while helping drive projects forward.
• Ability to use a data and insight driven approach to understanding the marketplace, customer needs (end-consumer and financial professional), and competitor offerings.
• Proven ability to engage, collaborate, and engender trust with other teams (including user-experience and development teams).
• 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.

Desired Knowledge, Skills, and Abilities:

• Customer-centric approach to everything you do.
• A style of working that combines a bias for action with a problem-solving mindset, a can-do attitude, the ability to adapt quickly, and a collaborative, team-based approach to success.
• Ability to excel under pressure and prioritize multiple tasks simultaneously while delivering on-time and with quality.
• Ability to synthesize data and information into recommendations and then drive the execution based on those recommendations.
• Exceptional communication and presentation skills; comfortable presenting to executives, facilitating discussions with end-clients and/or groups of financial professionals, etc.
• Entrepreneurial/innovative driver of change and new ways of working.

Minimum Required Education & Experience: 

• Minimum of 7 years of experience working in financial services with experience with performance and other client reporting platforms.

Travel Requirements: Up to 10%

Compensation 

The salary range for this role is $100,000 - $130,000, plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

#LI-Hybrid

Salary : $100,000 - $130,000