Product Owner – Global Delivery Simplification Vice President

Role Overview

• Own end‑to‑end business outcomes for agent‑based solutions, including efficiency gains, capacity release, quality improvement, risk reduction, and client experience uplift.
• Define and communicate a clear product vision for agentic AI use cases across core operational domains.
• Develop deep understanding of end‑to‑end operational processes across Fund Accounting, Middle Office, Transfer Agency, and Custody.
• Identify and prioritize opportunities where agent‑based automation can materially improve accuracy, cycle time, resilience, and control effectiveness.
• Align product strategy with business outcomes, regulatory expectations, and enterprise AI risk frameworks.
• Translate simplification goals into clear product hypotheses, roadmaps, and measurable success criteria.
• Act as the voice of the business, converting domain and operational requirements into a prioritized backlog of product increments and user stories.
• Lead agile execution with a focus on incremental value delivery, rapid learning, and operational readiness.
• Oversee the full lifecycle of agentic AI solutions, including problem framing, data grounding, workflow integration, approval and human‑in‑the‑loop design, evaluation, production rollout, and post‑deployment performance management.
• Treat controls, auditability, explainability, and evidence capture as core product features, not downstream compliance activities.
• Use domain expertise to define materiality thresholds, escalation paths, and failure modes appropriate for autonomous or semi‑autonomous execution.
• Make informed build, defer, or stop decisions based on agent performance, operational materiality, and control outcomes.
• Own ongoing agent performance management in production, including accuracy trends, exception patterns, drift indicators, and remediation actions.
• Partner closely with operations leaders, SMEs, risk, data, and engineering teams to validate acceptance criteria and business readiness.
• Define and track KPIs tied to efficiency, quality, cycle time, client outcomes, and risk reduction; quantify and communicate value delivered.
• Communicate progress, risks, and outcomes clearly to senior stakeholders and influence alignment across global teams.

Requirements

• 7+ years owning products or platforms in complex, regulated operational environments, with clear accountability for outcomes rather than only delivery.
• Experience in global financial services operations, preferably in Fund Accounting, Middle Office, Transfer Agency, or Custody.
• Exposure to AI, automation, or digital transformation programs in enterprise environments.
• Prior experience working closely with engineering, data, risk, compliance, and audit functions.
• Experience launching and scaling solutions into live operations, not just pilots or proofs of concept.
• Experience working in agile POD or product‑centric delivery models.

Benefits

• our retirement savings plan (401K) with company match
• insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
• paid-time off including vacation, sick leave, short term disability, and family care responsibilities
• access to our Employee Assistance Program
• incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
• eligibility for certain tax advantaged savings plans