Wealth Management Product Leader

Job Description Summary

We are looking for an innovative and proactive Product Owner / Business Analyst to enhance

our Wealth Management applications. Reporting to the Senior Manager of Product

Management, this role is key in turning high-level strategic visions into actionable plans for

our agile development team. As the bridge between our Product and Business teams, you

will convert intricate insights into comprehensive system requirements, facilitating smooth

development and QA processes. These requirements will also serve as essential resources

for our clients as they test and implement new or enhanced features. You will regularly

engage with clients, and collaborate directly with development, QA, and client services

teams, leading projects with a focus on innovation and excellence.

Job Description

Backlog Management :

Develop and manage a comprehensive product backlog, ensuring it reflects

the product vision and priorities.

Break down complex projects and features into smaller, manageable

components, with clear and concise user stories.

Prioritize the backlog based on business value, dependencies, and

stakeholder needs, maintaining alignment with strategic objectives.

Ensure that development teams always have an adequate amount of clear

and actionable tasks, facilitating efficient workflow.

Product Development :

Lead agile ceremonies, including sprint planning, review, demo, and

retrospectives.

Define acceptance criteria and ensure they're met during testing phases,

refining user stories and backlog items as needed.

QA & Performance Monitoring :

Work with the QA department testing projects as required including

documentation of Test Strategies, Test Cases and Test Results

Monitor and analyze key performance indicators (KPIs) and user feedback to

determine feature success and areas for improvement.

Adjust product strategies based on insights derived from real-time user data.

Documentation & Communication :

Prepare and maintain clear and concise product documentation, including

user guides and system requirements.

Act as the primary point of contact for all aspects of your product, including

updates and changes.

Effectively communicate progress to senior leadership

Must Have :

Excellent oral and written communication skills.

Strong analytical skills, ability to grasp new concepts quickly and adapt to

situations.

Strong time management skills, ability to work under pressure and

ability / willingness to learn.

Proven track record in gathering definition and specification of requirements

and excellent documentation skills producing Business Requirements,

Functional Requirement or User Stories with clear acceptance criteria.

Sound understanding of the software development lifecycle models and

methodologies.

Flexible to work in shift that has partial overlap with North America.

Key Job Functions / Responsibilities :

Manage the requirements walk-through with Development prior to

commencement of coding

Manage the requirements walk-through with QA prior to commencement of

testing

Identify potential risks to project deliverables and suggest and manage risk

mitigation strategy

Analyze conflicting requirements from different users, prioritize them, and

develop business-oriented software requirements

Resolve any oversights or ambiguities in the original specification

Review the finished product with customers and confirm that all business

requirements have been met Basic Skill Level Requirements

Education :

Bachelor’s degree in a related field (e.G., business, computer science,

engineering)

Training in system integration life cycle methodologies

Experience :

6+ Years of Experience and 3-5 years’ experience in building SaaS products with similar role in an agile environment

Skills / Tools :

Expertise in following a SDLC process and a continuous improvement advocate during a Software Development Lifecycle (SDLC) as well as project methodologies, including waterfall and Agile.

Testing skills including creating business test cases and building test plans

Seasoned at daily stand-up meetings, sprint planning sessions, backlog prioritization, user story preparation and demos.

Interpersonal skills including building consensus, negotiation and facilitation with leadership

Strong communication skills, business writing, developing and delivering presentations

Proficiency in MS Office suite of applications : Word, Excel, PowerPoint, and Visio

Proficiency in JIRA, Confluence, flowchart applications