What are the responsibilities and job description for the Experience Owner position at Harvard Partners, LLP?
In this role, you'll define the vision and roadmap for ensuring our chatbot becomes a trusted digital companion that helps customers make smarter money decisions. You'll partner across design, data, engineering, and business teams to deliver conversational experiences that are seamless, compliant, and impactful.
Responsibilities:
• Own the strategy, roadmap and backlog for initiatives pertaining to our chatbot, with a focus on building financial insight and transaction search capabilities (spending trends, savings opportunities, personalized recommendations).
• Translate customer and business needs into clear priorities, epics, and user stories that drive measurable outcomes.
• Partner with cross-functional teams to design, build, and launch digital features that simplify decisions and deepen engagement.
• Use data and analytics to measure performance, monitor adoption, and identify opportunities for continuous improvement.
• Champion a customer-first approach, ensuring experiences are intuitive, valuable, and aligned with our digital strategy.
• Coordinate with other experience owners across chatbot product teams, ensuring alignment on overall product vision.
Qualifications:
• 5 years of product management experience, ideally with digital products in banking, fintech, or AI/chatbot solutions.
• Proven ability to define product vision, build strategic roadmaps, and deliver customer-centric digital experiences.
• Strong skills in translating complex business and data needs into actionable product requirements.
• Proven success in launching AI-driven features that personalize user experiences and drive engagement.
• Familiarity with agile delivery practices and tools like Jira.
• Experience in integrating financial data into customer-facing tools is highly desirable.
• Effective communication skills, both written and verbal to facilitate collaboration across multiple teams.
• Experience working with compliance, legal, and risk teams to ensure responsible use of financial data in customer experiences. (desired but not required)
Salary : $78 - $95