Cetera Financial Group
Digital Product Owner
Cetera Financial Group, El Segundo, California, United States, 90245
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 with Investment Analytics Solutions experience. This role is responsible for the overall user experience of Cetera's investment analytics tools and resources, enabled via Cetera's digital platform AdviceWorks® as well as key 3rd party vendor solutions. This role owns the design and execution for investment analytics features and reporting capabilities and will help drive the product strategy/roadmap in collaboration with Product Owners, business and compliance partners. This role will also manage any 3rd party vendors solutions that provide an investment analytic capability.
This opportunity offers a Hybrid work environment from any of our offices, in Dallas TX, San Diego, CA, El Segundo, CA Shamburg IL, Denver, CO Dubuque, IA and ST. Cloud, MN or St. Paul MN.
What you will do:Create and recommend the product category vision and strategy; articulating the specific functionality and needs for investment analytics capabilities and experience that need to be delivered based on feedback/input from advisor tech committee, channel leaders, and Digital Solutions leadership. Oversee the implementation of agreed upon strategies.Discover what users need by conducting user research and identifying critical insights.Construct user journey maps/flows, process flows, and other supporting visual and requirements documentation.Act as SME for agile delivery teams, bringing in the voice of the customer and internal stakeholdersEngage with our advisor tech committees, conduct market, competitive, and user research to inform the product strategy and roadmap.Participate in cross team development reviews and discussion to ensure a complete understanding and alignment with the AdviceWorks roadmap, supporting long-term synchronizing and planning between the teams.Work with Cetera Financial Group cross-functional teams to ensure field facing teams are aware of any drive awareness and adoption.Coordinate with approved reporting 3rd party vendors as identified. Currently Morningstar Advisor Workstation, YCharts and Nitrogen fall under this role.What you need to have:
Experienced leader and/or influencer of people and distributed teamsDemonstrated ability to work on sensitive initiatives, showing discretion while helping drive projects forward.Ability to use a data and insight driven approach to understanding the marketplace, customer needs (end-consumer and financial professional), and competitor offerings.Proven ability to engage, collaborate, and engender trust with other teams (including user-experience and development teams).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.Desired Knowledge, Skills, and Abilities:
Customer-centric approach to everything you do.A style of working that combines a bias for action with a problem-solving mindset, a can-do attitude, the ability to adapt quickly, and a collaborative, team-based approach to success.Ability to excel under pressure and prioritize multiple tasks simultaneously while delivering on-time and with quality.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.Entrepreneurial/innovative driver of change and new ways of working.Minimum Required Education & Experience:
Minimum of 7 years of experience working in financial services with experience with performance and other client reporting platforms.Travel Requirements: Up to 10%Compensation
The salary range for this role is $110,000 - $140,000, 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 with Investment Analytics Solutions experience. This role is responsible for the overall user experience of Cetera's investment analytics tools and resources, enabled via Cetera's digital platform AdviceWorks® as well as key 3rd party vendor solutions. This role owns the design and execution for investment analytics features and reporting capabilities and will help drive the product strategy/roadmap in collaboration with Product Owners, business and compliance partners. This role will also manage any 3rd party vendors solutions that provide an investment analytic capability.
This opportunity offers a Hybrid work environment from any of our offices, in Dallas TX, San Diego, CA, El Segundo, CA Shamburg IL, Denver, CO Dubuque, IA and ST. Cloud, MN or St. Paul MN.
What you will do:Create and recommend the product category vision and strategy; articulating the specific functionality and needs for investment analytics capabilities and experience that need to be delivered based on feedback/input from advisor tech committee, channel leaders, and Digital Solutions leadership. Oversee the implementation of agreed upon strategies.Discover what users need by conducting user research and identifying critical insights.Construct user journey maps/flows, process flows, and other supporting visual and requirements documentation.Act as SME for agile delivery teams, bringing in the voice of the customer and internal stakeholdersEngage with our advisor tech committees, conduct market, competitive, and user research to inform the product strategy and roadmap.Participate in cross team development reviews and discussion to ensure a complete understanding and alignment with the AdviceWorks roadmap, supporting long-term synchronizing and planning between the teams.Work with Cetera Financial Group cross-functional teams to ensure field facing teams are aware of any drive awareness and adoption.Coordinate with approved reporting 3rd party vendors as identified. Currently Morningstar Advisor Workstation, YCharts and Nitrogen fall under this role.What you need to have:
Experienced leader and/or influencer of people and distributed teamsDemonstrated ability to work on sensitive initiatives, showing discretion while helping drive projects forward.Ability to use a data and insight driven approach to understanding the marketplace, customer needs (end-consumer and financial professional), and competitor offerings.Proven ability to engage, collaborate, and engender trust with other teams (including user-experience and development teams).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.Desired Knowledge, Skills, and Abilities:
Customer-centric approach to everything you do.A style of working that combines a bias for action with a problem-solving mindset, a can-do attitude, the ability to adapt quickly, and a collaborative, team-based approach to success.Ability to excel under pressure and prioritize multiple tasks simultaneously while delivering on-time and with quality.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.Entrepreneurial/innovative driver of change and new ways of working.Minimum Required Education & Experience:
Minimum of 7 years of experience working in financial services with experience with performance and other client reporting platforms.Travel Requirements: Up to 10%Compensation
The salary range for this role is $110,000 - $140,000, 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.