Forward Deployed Product Owner – Bond Management

M&T Bank

. Design, configure, and improve business process workflows using Appian Designer .

Posted 10/8/2026full-timeRemote • Alabama • United StatesSeniorLead💰 $148,300 - $247,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Appian Designer for building and optimizing business process workflows, with a strong focus on financial services and regulatory compliance. Proven ability to lead cross-functional teams, manage product backlogs, and utilize AI-assisted tools for process improvement and documentation.

Highest-signal resume keywords

Appian Workflow ConfigurationBusiness Process MappingProduct Ownership ExperienceAgile MethodologiesFinancial Services Domain Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Appian DesignerBusiness Process WorkflowsUser Story DevelopmentAcceptance Criteria WritingProcess FlowsTesting ScenariosOperational Risk ManagementData FabricRegulatory ComplianceProcess Engineering

Soft Skills

Analytical SkillsProblem-Solving SkillsVerbal CommunicationWritten CommunicationTime Management

Tools & Technologies

AI-Assisted ToolsCase Management StudioRPAPower PlatformSalesforceServiceNowPegaMendixAirtableRetool

Certifications & Qualifications

Appian Level 1 Certification

Industry Keywords

Financial ServicesFintechCorporate TrustSecurities ServicingBond AdministrationTransfer AgentPaying AgentComplianceOperational ImprovementDigital Capabilities

Tech Stack

Tools & technologies

Cyber SecurityRPAServiceNow

About the role

Key responsibilities & impact

Design, configure, and improve business process workflows using Appian Designer
Lead business process discovery across Bond Management operations, including debt servicing, transfer agent, paying agent, waterfall accounting, and exception management
Identify automation opportunities, document current-state pain points, and establish operational baselines
Define value hypotheses, business outcomes, and success measures for workflow prioritization and benefit realization
Modernize Bond Management workflows using Appian
Partner with product owners, operations leaders, technology teams, and risk partners to gather requirements, map processes, define user needs, and prioritize improvements
Own and manage product backlog items, user stories, acceptance criteria, specifications, process flows, UI concepts, test scenarios, and release-ready requirements
Lead stakeholder working sessions to define current- and future-state workflows, iterate MVP designs, resolve issues, and drive alignment
Build, configure, and maintain Appian Designer workflows using reusable out-of-the-box components
Use AI-assisted and agentic AI tools for discovery, process analysis, documentation, prototyping, testing, defect analysis, and delivery communications
Own workflow outcomes from discovery through configuration, validation, pilot adoption, and post-release optimization
Support QA, UAT, regression testing, and production validation
Partner with technology teams on integrations, data dependencies, security, platform constraints, and production support
Keep current with Appian AI, Case Management Studio, RPA, data fabric, reporting, and governance capabilities
Champion Appian governance, reusability, modular design, versioning, packaging, maintainability, and controlled delivery
Participate in agile ceremonies, including standups, planning, backlog refinement, demos, and retrospectives
Build and maintain Appian reports and dashboards tracking workflow performance, user activity, operational quality, and business metrics
Adhere to risk and regulatory standards, policies, controls, and the Company’s Risk Appetite; escalate risk issues
Promote belonging and reflect the M&T Bank brand
Maintain internal control standards and implement audit and regulatory points
Complete other related duties as assigned

Requirements

What you’ll need

Bachelor’s degree and a minimum of 10 years’ business, analytical, technical, digital product, transformation, or product ownership experience, or in lieu of a degree, a combined minimum of 14 years’ higher education and/or relevant work experience, including a minimum of 10 years’ business, analytical, technical, digital product, transformation, or product ownership experience
Hands-on experience with Appian, including building, configuring, testing, or supporting workflows, forms, interfaces, records, process models, reports, dashboards, or related Appian objects
Experience in financial services and/or fintech, including exposure to regulated business processes, operational risk, client service, banking, wealth management, trust services, payments, capital markets, lending, compliance, or similar domains
Experience as a product owner, product analyst, business analyst, transformation lead, or workflow designer in an agile or iterative delivery environment
Experience writing user stories, acceptance criteria, specifications, process flows, business rules, UI concepts, testing scenarios, or release documentation
Strong analytical and problem-solving skills
Exposure to QA, UAT, regression testing, defect triage, test case development, production validation, or other solution quality practices
Working knowledge of AI-assisted tools or agentic AI concepts and ability to use AI responsibly
Ability to bridge business and technical teams and explain technical constraints, risks, dependencies, and tradeoffs
Strong verbal and written communication skills
Ability to manage competing priorities, work independently, and deliver in a fast-paced, regulated transformation environment
Appian Level 1 or higher certification, or equivalent hands-on experience with Appian Designer (preferred)
Familiarity with SAIL expressions (preferred)
Understanding of Appian reusability, versioning, packaging, release management, performance, and governance (preferred)
Experience with Appian AI, Case Management Studio, RPA, data fabric, connected systems, integrations, or document management workflows (preferred)
Experience with agentic AI or AI-assisted development tools such as Claude Code, Codex, Open Claw, Hermes, or similar (preferred)
Experience with other low-code/no-code platforms such as Power Platform, ServiceNow, Salesforce, Pega, Airtable, Retool, Mendix, or similar (preferred)
Corporate Trust, securities servicing, bond administration, transfer agent, paying agent, or financial operations domain experience (preferred)
Strong understanding of business process mapping, process engineering, service design, user journey design, and operational improvement methods (preferred)
Experience developing, managing, or launching digital capabilities in financial services, fintech, trust services, institutional services, compliance, legal operations, or document-intensive environments (preferred)
Experience partnering with UX, design, data, architecture, cybersecurity, risk, legal, compliance, or operations teams (preferred)
Knowledge of Agile, Lean, design thinking, systems thinking, and continuous improvement principles and practices (preferred)