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Summary
About the Role
About You
- 3-7+ years of experience as a Product Owner or Product Manager in a technology environment.
- Financial services industry experience required - understanding of wealth management, investment advisory, or related financial services operations.
- Proven track record of managing complex, multi-domain technology projects with predictable delivery outcomes.
- Strong experience with Agile methodologies and sprint management practices.
- Experience working with cross-functional teams including data engineering, software development, and business operations.
- Demonstrated ability to translate business requirements into technical specifications and user stories.
- Excellent stakeholder management skills with experience presenting to senior leadership.
- Strong analytical and problem-solving skills with acute attention to detail.
- Exceptional communication and organizational skills with ability to manage multiple competing priorities.
- Salesforce platform familiarity - understanding of Salesforce customization, development processes, and integration capabilities.
- Experience with project management and collaboration tools (familiarity with Asana and Confluence a plus).
- Proven ability to work independently while collaborating effectively with geographically distributed teams.
- Growth mindset with willingness to learn new technologies and adapt to evolving business needs.
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match.
- Flexible PTO policy.
- Parental Leave.
- Financial assistance for advanced education and professional designations.
- Opportunity to give back time to local communities.
- Commuter benefits.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.