Product Owner

Position Overview

The Unifide Product Owner role will lead a team of analyst in managing the design, delivery, and adoption of the new Digital Operations Platform. To effectively do so, the Product Owner will build and maintain a network of trusted partners across business and IT and will engage in a transparent and consistent manner with all stakeholders and executive sponsors to define and prioritize the Richardson Wealth vision and roadmap working in partnership with the vendor to deliver.

Duties & Responsibilities

• Lead and support the Platform Management team, including creation of business goals,  metrics, and KPI’s to maximize value of the team, applying these measures at an individual level, and through coaching and development of individual team members
• Creation of Key Performance Indicator’s (KPI’s) and metrics to maximize value of the Fidelity Unifide platform to quantify the business benefit/impact, and work with stakeholders to ensure adoption and realization of desired results
• Collaborate on an ongoing basis with key internal stakeholders to identify and manage needs and problems to be solved as part of the Platform Lifecycle, ensuring what is delivered meets the original goals and objectives for the client and the business
• Own the relationship with key vendors to represent the voice of Richardson Wealth to influence the direction of platform enhancements.
• Communicate vision for the digital experience on an ongoing basis, tailoring the message or approach used based on differing communication needs, in a way that enables stakeholders to understand and see the value
• Communicate program status, metrics, and goals regularly to internal stakeholders and executives
• Lead in defining the near-to-mid term Fidelity Unifide Platform strategy and roadmap, defining scope, identifying and prioritizing requirements and constraints

Skills & Qualifications

• University degree (Bachelor’s or higher) or combination of equivalent education and experience
• Minimum 7-years experience in Financial Services, with a variety of experience working directly with Advisor Teams and Business stakeholders to ensure solid understanding of both client and operational experience
• Exceptional relationship builder, with the ability to establish trust and confidence in partners across the organization and key vendors and at all levels
• Confident and proven leader, motivator, and effective decision-maker
• Excellent collaboration skills, thrive in a cross-functional, hybrid team environment
• Strong understanding of the business, coupled with creativity to leverage technology to drive better outcomes for client experience and operational effectiveness
• Excellent communicator, with the ability to effectively convey messages in writing, verbally or presentation style to a variety of audiences / key stakeholders in a differing formats
• Solid organizational skills, capable of multitasking and the ability to deliver high quality work under pressure
• Ability to break down complex problems into manageable pieces, influence, and negotiate to deliver results
• Strong quantitative and analytical skills with the ability to identify insights to help shape online strategy
• Passion for and solid understanding of the online and mobile fintech space and competitive environment

Education

• University degree (Bachelor’s or higher) or combination of equivalent education and experience