Join the team that delivers delightful client & advisor servicing experiences by leveraging feedback, automating operational tasks, and collaborating across one of the world’s most innovative financial organizations. 

As a Senior Product Associate in Wealth Management Servicing, you contribute to the team by leveraging your expertise in product development to create innovative products that increases the productivity of our operations and advisors. You will develop and refine the workstream’s roadmap, develop business requirements, drive their execution, and support the products through its lifecycle in collaboration with a wide range of partners and stakeholders. You will exhibit strong client focus, intellectual curiosity, creative problem-solving skills, strong communications acumen, and ability to prioritize and structure the work effectively to achieve a desired outcome within a specified time frame. Motivated candidates with technology, design, research, or operations background are welcome to apply.

Job responsibilities

• Collaborate with a wide array of business, technology, marketing, legal, and compliance partners to continuously build, refine, and evolve the product roadmap
• Develop and maintain clear documentation of the scope, business requirements, use cases, workflows, wireframes, and other materials as needed to support UX research, design and development
• Critically evaluate information gathered from multiple sources and ensure consistency; determine cross impacts; distinguish user requests from the underlying user needs
• Analyze and synthesize key themes from product analytics, user experience research, competitive and market analysis, and company goals to drive product planning
• Facilitate QA execution in partnership with relevant Technology and peer Product teams
• Drive the UAT execution and Production validations to ensure the delivered solution ties back to the requirements 
• Support the data driven approach to product development based on inputs such as web analytics, call center data, client feedback etc
• Support the escalations and provide subject matter expertise into Production issues and incidents resolution
• Team up and work closely with peer product groups on major business initiatives requiring complex, multi-faceted solutions
• Evangelize the US Wealth Management team's products and advance its vision and culture

Required qualifications, capabilities, and skills

• 3 years of experience or equivalent expertise in product management or a relevant domain area
• Proficient knowledge of the product development life cycle
• Experience in product life cycle activities including discovery and requirements definition
• Developing knowledge of data analytics and data literacy