Job Summary: As an Enrollment & Client Reporting Product Owner for Managed Investments, you will act on behalf of the business, operations, and our clients to drive strategic platform initiatives. This role offers a unique opportunity to engage with the strategic transformation of our managed investment platforms across multiple lines of business, with exposure to both International and US markets.

Key Responsibilities:

Develop business requirements in collaboration with stakeholders, including business management, design, technology, operations, legal, and compliance teams. Document business requirements in Epic/Story format using JIRA. Lead story refinement and grooming sessions with technology partners. Partner with UAT testing teams to support acceptance criteria use cases and provide product support during testing phases. Support and participate in the design, development, testing, and implementation of requirements throughout their lifecycle to ensure quality and timely delivery. Maintain a client and customer focus by identifying trends and improving processes on a global basis. Manage risk and controls by understanding the regulatory/legal landscape related to investment products and ensuring compliance with established procedures and regulations.

Required Qualifications, Skills, and Capabilities:

4-5+ years of experience in the financial services industry, preferably in wealth management or investment organizations. Experience in project management, management consulting, and change management supporting large-scale business and technology initiatives. Strong issue resolution and problem-solving abilities. Proficiency in Agile and Waterfall methodologies, with the ability to adapt to hybrid practices. Excellent communication skills, with the ability to provide clear and succinct updates for all organizational levels. Ability to build relationships and influence colleagues, technical, and functional partners. Strong analytical skills and the ability to synthesize information to reach logical conclusions. Demonstrated proficiency with MS Excel, Word, and PowerPoint. Ability to work independently, manage tight deadlines, and prioritize work effectively. Experience collaborating with multiple teams and coordinating cross-functional initiatives.

Preferred Qualifications:

Strong documentation skills and attention to detail Independent decision-making ability Experience with Alteryx, SQL, Tableau, Qliksense