Cetera Financial Group
Digital Product Owner
Cetera Financial Group, San Diego, California, United States, 92189
Job Description
We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a member of our team, you will work alongside like-minded experts in a culture that is deeply rooted in innovation and progression. Join us to be part of a transformative journey that can shape the industry's future.
We are seeking a Digital Product Owner that will be responsible for product ownership of key client and financial professional facing capabilities, enabled via Cetera's digital platform AdviceWorks®. This role owns user story and requirements documentation and solution design and execution for different features and functionality and will help drive the product strategy/roadmap in collaboration with product managers and business partners.
We are looking to hire a candidate that will have the option to work a Hybrid schedule from one of our Hub offices; El Segundo, CA; San Diego, CA; Denver, Colorado; or Schaumburg, IL, Dallas Texas, Des Monies IA, St. Paul MN or St. Cloud MN.
What you will do:Collaborate with financial professionals, members of their teams, internal business partners, and end-clients to co-operatively design new features/enhancements. This involves defining and ongoing management and refinement of the features in their teams' backlog (enhancement requests and strategic roadmap items).Partner with key stakeholders and subject matter experts to analyze, understand, and document solutions (features), that best address the needs of their stakeholders.Gather and document requirements, write user stories and acceptance criteria.Construct user journey maps/flows, process flows, and other supporting visual and requirements documentation.Conduct market, competitive, and user research to inform the product strategy and roadmap. Research helps this role determine the requirements needed for solutions.Assist in the management of product roadmaps by prioritizing decisions based on business urgency, user feedback, and consumer and market needs.Partner with program/project management, user experience, development, and testing teams to execute and deliver against shared business objectives and delivery milestones.Drive awareness and promote the usage of digital solutions by presenting and/or showcasing their value and benefits internally within the company, at conferences and events, and/or with prospective financial advisors/institutions.Test features once developed and before go-to-market activities. Own the lifecycle of solutions after deployment.Provide content to internal partners in order to support training & education, marketing/communications, go-to-market activities, and ongoing support related activities.Other duties as assigned.What you will need to have:
Ability to use data and insight to understand the marketplace, customer needs (end-consumer and financial professional), and competitor offerings.Ability to engage, collaborate, and engender trust with other teams (including user-experience and development teams), within a matrixed environment.Ability to use a lean/design thinking/user centered design approach to product vision, design, and roadmap management.Ability to understand technical subject matter and make informed decisions/trade-offs in partnership with application development and engineering teams.Knowledge and understanding of technology trends with the ability to understand how to take advantage of them from a product roadmap and innovation perspective.Ability to manage multiple priorities at once while working in a fast-paced, dynamic environment.Ability to work on sensitive initiatives, showing discretion while helping drive projects forward.Desired Knowledge, Skills, and Abilities:
Experience with bank and credit union investment advisory programs.Ability to build or enhance a digital platform that integrates disparate applications to create a seamless experience for the end user.Ability to synthesize data and information into recommendations and then drive the execution based on those recommendations.Exceptional communication and presentation skills; comfortable presenting to executives, facilitating discussions with end-clients and/or groups of financial professionals, etc.Minimum Required Education & Experience:
Bachelor's degree in computer science or a related field or equivalent.Minimum of 5 years of experience in digital product management and/or related experience with financial advisor and/or consumer facing products/solutions.Financial Services experience required and other vertical industries a nice to have.Experience leading/influencing people and/or distributed teams.Compensation:
The salary range for this role is $100,000.00 - $130,000.00 plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
#LI-Hybrid
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.Easy access to mental health benefits to meet our team members and their families where they are.20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.Paid parental leave to support all team members with birth, adoption, and foster.Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a member of our team, you will work alongside like-minded experts in a culture that is deeply rooted in innovation and progression. Join us to be part of a transformative journey that can shape the industry's future.
We are seeking a Digital Product Owner that will be responsible for product ownership of key client and financial professional facing capabilities, enabled via Cetera's digital platform AdviceWorks®. This role owns user story and requirements documentation and solution design and execution for different features and functionality and will help drive the product strategy/roadmap in collaboration with product managers and business partners.
We are looking to hire a candidate that will have the option to work a Hybrid schedule from one of our Hub offices; El Segundo, CA; San Diego, CA; Denver, Colorado; or Schaumburg, IL, Dallas Texas, Des Monies IA, St. Paul MN or St. Cloud MN.
What you will do:Collaborate with financial professionals, members of their teams, internal business partners, and end-clients to co-operatively design new features/enhancements. This involves defining and ongoing management and refinement of the features in their teams' backlog (enhancement requests and strategic roadmap items).Partner with key stakeholders and subject matter experts to analyze, understand, and document solutions (features), that best address the needs of their stakeholders.Gather and document requirements, write user stories and acceptance criteria.Construct user journey maps/flows, process flows, and other supporting visual and requirements documentation.Conduct market, competitive, and user research to inform the product strategy and roadmap. Research helps this role determine the requirements needed for solutions.Assist in the management of product roadmaps by prioritizing decisions based on business urgency, user feedback, and consumer and market needs.Partner with program/project management, user experience, development, and testing teams to execute and deliver against shared business objectives and delivery milestones.Drive awareness and promote the usage of digital solutions by presenting and/or showcasing their value and benefits internally within the company, at conferences and events, and/or with prospective financial advisors/institutions.Test features once developed and before go-to-market activities. Own the lifecycle of solutions after deployment.Provide content to internal partners in order to support training & education, marketing/communications, go-to-market activities, and ongoing support related activities.Other duties as assigned.What you will need to have:
Ability to use data and insight to understand the marketplace, customer needs (end-consumer and financial professional), and competitor offerings.Ability to engage, collaborate, and engender trust with other teams (including user-experience and development teams), within a matrixed environment.Ability to use a lean/design thinking/user centered design approach to product vision, design, and roadmap management.Ability to understand technical subject matter and make informed decisions/trade-offs in partnership with application development and engineering teams.Knowledge and understanding of technology trends with the ability to understand how to take advantage of them from a product roadmap and innovation perspective.Ability to manage multiple priorities at once while working in a fast-paced, dynamic environment.Ability to work on sensitive initiatives, showing discretion while helping drive projects forward.Desired Knowledge, Skills, and Abilities:
Experience with bank and credit union investment advisory programs.Ability to build or enhance a digital platform that integrates disparate applications to create a seamless experience for the end user.Ability to synthesize data and information into recommendations and then drive the execution based on those recommendations.Exceptional communication and presentation skills; comfortable presenting to executives, facilitating discussions with end-clients and/or groups of financial professionals, etc.Minimum Required Education & Experience:
Bachelor's degree in computer science or a related field or equivalent.Minimum of 5 years of experience in digital product management and/or related experience with financial advisor and/or consumer facing products/solutions.Financial Services experience required and other vertical industries a nice to have.Experience leading/influencing people and/or distributed teams.Compensation:
The salary range for this role is $100,000.00 - $130,000.00 plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
#LI-Hybrid
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.Easy access to mental health benefits to meet our team members and their families where they are.20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.Paid parental leave to support all team members with birth, adoption, and foster.Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.