with technology and business partners to include strong discussion, debate and listening skills and the ability to look beyond obvious answers to understand impacts.
Creatively design workshops and user sessions by identifying suitable participants, being clear about outcomes and approaches (interviews, online whiteboarding, surveys, card sorting, etc.)
Ability to empathically understand and articulate user needs
Analyze data gathered through user/stakeholder interactions and apply design thinking to draw out goals/business needs/problem statement/opportunity to be addressed, workflows/user journeys, personas and high-level solution outline
Work collaboratively with the business and development team to draw out solution intent with capability roadmap and milestones.
Facilitate solution architecture with development leads, influence technical design to ensure it aligns with business objectives.
Socialize decisions with senior executives to ensure alignment on design
Clearly understand and articulate dependencies that will influence sequencing of development
Collaborate in running Program Increments with Technology project managers in facilitating quarterly planning across teams.
Collaborate closely with project managers, QAs and development teams on execution.
Work collaboratively with business and operations stakeholders to draw out target operating model as systems evolve
Work collaboratively with business analysts in user research, operating model and architecture session facilitation and requirements definition for successful execution
Own and deliver requirements on canonical data definitions, API contracts, event-based integrations, and measurable non-functional requirements including but not limited to latency, resiliency, lineage, auditability, explainability
Effectively manage stakeholder relationships through polished communication and follow-through
Effective written communication through solution inception, vision and intent documents
Lead and influence cross-functional teams.
Provide consultation and ensure continuity with product and development teams on solution.
A minimum of 8 years of experience in Finance/Asset Management, Strategy, Product management
A minimum of 8 years of experience in financial data products/investment platforms/wealth tech/portfolio construction/trading
Excellent verbal and written communication skills
Experience leading and directing others to achieve measurable results.
Demonstrated ability to articulate solution or product vision and/or customized solutions to meet business objectives
Advanced experience working with Scaled Agile software development processes
Advanced skills using a variety of tools to document workflows and data mapping including but not limited to Miro/Lucid, Excel, SQL, Visio/Lucid/Figma, PowerPoint, Confluence, Jira
Understanding of analysis and artifact goals throughout the solution lifecycle
Ability to learn quickly and work in a highly dynamic and changing environment, under tight deadlines
Ability to independently manage personal timelines and meet tight deadlines
Ability to successfully manage and coordinate multiple simultaneous project deliverables across groups and teams
Tech Stack
SQL
Benefits
Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)