What are the responsibilities and job description for the Technology Product Owner position at Lincoln Investment?
Lincoln Investment recognized as one of Philadelphia's Top Workplaces for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia.
Key Responsibilities
Backlog Ownership & Story Definition
- Remote, Hybrid or In-Person Work Opportunities Available
Key Responsibilities
Backlog Ownership & Story Definition
- Maintain and refine the team backlog, ensuring work items are clearly defined, prioritized, and sprint-ready.
- Translate business needs and requirements into epics, features, and user stories with clear acceptance criteria.
- Support backlog refinement and sprint planning by ensuring assumptions, dependencies, and risks are identified and documented.
- Partner with Product Owners across other teams to identify, plan for, and manage cross-team dependencies.
- Coordinate sequencing and timing of dependent work to support smooth delivery across teams or pods.
- Communicate dependency risks, constraints, and impacts to delivery teams and product leadership.
- Escalate dependency conflicts or capacity constraints when needed.
- Work with business and technical stakeholders to gather requirements, clarify priorities, and confirm scope.
- Participate in intake discussions and help document objectives, dependencies, and delivery expectations.
- Provide clear status updates and proactively surface risks, blockers, or changes in scope.
- Partner with Engineering, QA, and the Scrum Master to support day-to-day execution.
- Clarify requirements during delivery and respond to team questions in a timely manner.
- Accept completed work against defined acceptance criteria.
- Support delivery across multiple applications or workstreams while maintaining clarity and focus.
- Ensure stories contain sufficient detail to support development, testing, and validation.
- Support traceability from intake through delivery for reporting and visibility purposes.
- Validate delivered functionality with stakeholders as needed.
- Track basic delivery and backlog health metrics (e.g., sprint commitments, throughput, story completion).
- Identify opportunities to improve intake clarity, backlog readiness, and dependency management.
- Contribute to improving product ownership practices through feedback and collaboration.
- 3 years of experience in a Product Owner, Business Analyst, or delivery-focused role
- Experience working with multiple stakeholders across teams
- Demonstrated ability to write clear user stories and acceptance criteria
- Familiarity with Agile delivery methods (Scrum and/or Kanban)
- Strong communication, organization, and follow-through skills
- Experience using Jira, Azure DevOps, or similar delivery tools
- Experience working in complex or multi-team environments
- Experience supporting work with cross-team dependencies
- Backlog items are clear, prioritized, and ready for delivery
- Dependencies are identified early and managed proactively
- Delivery teams understand what is needed and when
- Stakeholders experience predictable, transparent execution