Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world’s most innovative financial organizations.
As a Senior Product Associate on the Wealth Management Planning Experience & Platform, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.   You will have the opportunity to work with a wide network of systems, tools, and processes aimed at increasing advisor productivity and satisfaction. Your role will involve partnering with other product teams, designers, and technology teams across the organization to deliver intuitive, controlled, and seamless 529 college savings experiences for our advisors. This role provides a unique opportunity to influence across product lines and collaborate with senior stakeholders, contributing significantly to our ambitious business goals.
  Job responsibilities Define strategy, operating model, and roadmap to achieve vision and business goals for innovative advisor facing 529 college savings applications. Own and drive a product roadmap to meet business goals and requirements Understand the 529 college savings industry products, solutions, and competitive landscape to inform which initiatives and features to prioritize. Participate in user research to uncover advisor needs and inform feature definition Partner with developers and UX designers to deliver intuitive, differentiated user experiences and validate design through advisor feedback Collaborate with other product teams, stakeholders, and designers to deliver end-to-end product and experience. Partner with technology to triage issues end to end until full resolution is achieved. Communicate issue resolution to appropriate parties and escalate issue as necessary to ensure proper response Embody true “customer-obsession” in identifying and leveraging user data, industry trends and varying forms of advisor and stakeholder feedback to shape the design and roadmap Required qualifications, capabilities, and skills 5+ 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 Preferred qualifications, capabilities, and skills Highly self-motivated with ability to remain composed under pressure and excel during periods of ambiguity Commitment and self-motivation suitable to a start-up team in a large organization Subject matter expertise around wealth management and/or personal finance desired M.B.A. or graduate degree in relevant field desired