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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product management, including backlog ownership, feature prioritization, and agile methodologies. Proven ability to communicate effectively between technical and non-technical stakeholders while driving product strategy and delivering digital projects.
Highest-signal resume keywords
Product ManagementAgile Software DevelopmentScrum MethodologyDigital Project DeliveryStakeholder Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product Development ArchitectureDigital Performance IndicatorsBusiness Requirements DocumentationFeature DevelopmentRisk Management
Soft Skills
Relationship DevelopmentAnalytical SkillsProblem-Solving SkillsEntrepreneurial DriveCommunication Skills
Tools & Technologies
ConfluenceJIRA
Industry Keywords
Financial ServicesInsurance IndustryFinancial AdvisorsConsultantsInstitutional Administration
About the role
Key responsibilities & impact- Own the product backlog and prioritize features
- Clarify customer and business needs
- Drive product strategy, planning, and delivery of key capabilities
- Ensure progress against important milestones
- Act as the voice of the customer using customer insights, research, and feedback
- Collaborate with internal and external stakeholders on feature development and implementation
- Determine solutions and opportunities to close product/service gaps
- Launch new digital transactions
- Monitor outcomes and experiences of launched features and iterate as required
- Enhance and manage existing digital properties
- Refine scope, high-level solutions, and technology feasibility during discovery
- Support vision and roadmap development at the Epic Portfolio and client-facing application levels
- Brainstorm, prototype, and test solutions
- Define and decompose work that delivers value sprint by sprint
- Participate in defining Features and recommend MVP and releasable functionality
- Interview end-users and review ongoing feedback
- Document business requirements and review them with stakeholders
- Coordinate acceptance criteria, test plans, execution, and approval of business results
- Define ongoing monitoring requirements and manage the risk register
- Prioritize deliverables and build sequence with the Manager of Engineering
- Execute through the development lifecycle, including storyboarding and agile ceremonies
- Report on OKR outcomes, feature usage, adoption, and KRIs at portfolio syncs
Requirements
What you’ll need- 3–5 years of relevant work experience
- Experience working in the financial services and/or insurance industry
- Experience or interaction with financial advisors/consultants, managing agencies, institutional administration, etc.
- In-depth knowledge of Scrum and Agile Software Development Methodology
- Working knowledge of product development architecture
- Proficiency in analytic and agile tools such as Confluence and JIRA
- Working knowledge of how Advisors and Consultants grow and manage their business
- Track record of delivering digital projects and leading execution across functional teams and business units
- Ability to communicate business needs between technical and non-technical resources and present strategy and vision to senior management
- Strong relationship development and management skills
- Entrepreneurial drive and ability to achieve stretch goals in an innovative, fast-paced environment
- Strong analytical, troubleshooting, and problem-solving skills
- Product management or digital-focused design experience
- Experience defining and tracking key digital performance indicators
- Ability to take initiative, work with minimal supervision, and solve problems
Benefits
Comp & perks- Flexible environment supporting learning and career growth
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence