What are the responsibilities and job description for the Product Owner position at Cambridge Investment Research, Inc.?
Job Summary
Key Deliverables and Responsibilities
We are seeking a Product Owner to help shape and deliver a complex enterprise product or platform. This is an individual contributor role for a product leader who can move fluently between strategy and execution, connect opportunities to real customer and business problems, and align Product, Design, Engineering, Technology, Architecture, and governance partners around measurable outcomes.
You will own product strategy and execution within assigned scope; directly deliver product capabilities; and work closely with cross-functional partners on readiness and adoption. This role does not have direct people-management responsibilities.
What You Will Do
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
Cambridge Overview
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.
Key Deliverables and Responsibilities
We are seeking a Product Owner to help shape and deliver a complex enterprise product or platform. This is an individual contributor role for a product leader who can move fluently between strategy and execution, connect opportunities to real customer and business problems, and align Product, Design, Engineering, Technology, Architecture, and governance partners around measurable outcomes.
You will own product strategy and execution within assigned scope; directly deliver product capabilities; and work closely with cross-functional partners on readiness and adoption. This role does not have direct people-management responsibilities.
What You Will Do
- Partner with Product Management, Design, and Engineering to define product vision, strategy, roadmaps, and measurable outcomes.
- Identify, evaluate, and prioritize opportunities based on customer value, business impact, feasibility, risk, effort, confidence, dependencies, and time-to-value.
- Lead discovery, experimentation, MVP definition, delivery, launch, measurement, and continuous improvement for assigned product(s).
- Translate strategy into a prioritized backlog of outcomes, epics, features, stories, acceptance criteria, instrumentation, controls, and adoption requirements.
- Support governance by translating risk, privacy, security, legal, and compliance expectations into practical product requirements.
- Define product scorecards and manage to outcomes such as adoption, satisfaction, productivity, quality, and risk.
- Drive adoption with internal associates and external users, as applicable, through readiness, communications, learning, onboarding, support, and feedback loops.
- Create executive-ready strategy narratives, investment cases, roadmaps, priority recommendations, decision logs, and performance updates.
- Use Azure DevOps to maintain clear backlog hierarchy, priority, traceability, dashboards, reporting, and execution visibility.
- 5 years of progressive product management, product ownership, or related experience.
- Experience owning product strategy, roadmaps, backlogs, OKRs, delivery, adoption, and value realization for complex enterprise products or platforms.
- Demonstrated experience delivering products from discovery through adoption in a multi-stakeholder enterprise environment.
- Working knowledge of enterprise platforms and governance concepts relevant to the assigned product area(s).
- Excellent discovery, prioritization, analytical, and investment-case skills.
- Exceptional ability to influence without authority and communicate complex choices to executives, technical partners, governance functions, and business stakeholders.
- Experience driving adoption and organizational change across diverse user populations.
- Bachelor's degree or equivalent combination of education and relevant experience.
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
Cambridge Overview
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.