Lead solution planning, refinement, and execution, including whiteboarding, persona definition, journey mapping, and level‑of‑effort estimation
Translate business, product, and technical inputs into clear user stories, acceptance criteria, and delivery plans for engineering teams
Facilitate cross‑functional discussions to evaluate solution options, trade‑offs, and implementation approaches
Communicate status, risks, and dependencies to technical and non‑technical stakeholders to maintain alignment
Evaluate development proposals and recommend process improvements to enhance scalability, performance, and delivery outcomes
Support risk identification and mitigation related to product delivery and operational processes
Maintain accurate and up‑to‑date documentation within project and solution management tools
Collect and analyze feedback and performance data to inform iterative improvements

8+ years of experience guiding technical product development within a financial services or wealth management organization
5+ years of experience translating business and technical requirements into deliverables for software engineering teams
3+ years of experience working within Agile delivery frameworks (e.g., Scrum, Kanban)
3+ years of experience using project and solution management tools (e.g., Jira, Confluence, Microsoft 365) for tracking and reporting
3+ years of experience contributing to product roadmap planning, including prioritization and trade-off analysis

AVP, Technical Product Owner

Key skills