Job Summary Job Description What is the opportunity?
What will you do?
- Own production support process from end to end and champion the user experience with technology support
- Identify and implement opportunities for process and platform improvements which enhance user experiences, reduce errors, and increase automation
- Maintain subject matter expertise on both COB and ClientSource applications
- Prioritize and develop a backlog of production support issues in the Client Account Platforms, and work with other WMC client account platform Product Owners to develop the fix
- Conduct Business Acceptance Testing (BAT) and Post Implementation Validation (PIV) to ensure production support issues are fully resolved; and oversee and participate in the creation of Knowledge Base Articles (KBA) and develop OKRs with Sr. Product Owner and track success
- Communicate new issues and resolved issues through designated channels and ensure KBAs are updated accordingly and respond to inquiries by providing workarounds and escalate investigations with technology partners.
- Act as the primary liaison with the technology support teams, and collaborate with Program/Project Managers to ensure deliverables defined in each milestone are met or escalation/mitigation plans developed to resolve impediments.
- Keep informed of developments within Client Account Platform product teams, business groups, operations, strategy and innovation teams, constantly seeking opportunities to accelerate advisor experiences; and work directly with technology teams including developers, business analysts, scrum masters, and engineers.
What do you need to succeed? Must haves
- Bachelor's degree or equivalent, plus Securities and financial markets experience (2 years).
- Knowledge of agile project management, 2 years product management experience, preferably in Wealth Management.
- Project management software skills (JIRA, Confluence, Mural), and MS Office skills (Outlook, PowerPoint, Excel, Word)
- Ability to own and manage a backlog, with a value-based understanding of all stakeholders and drive to tangible action; ability to fully represent the product with users and partners
- Ability to function in an agile, iterative or waterfall process while supporting the benefits of continuous improvement based on objective facts
- Strong relationship building skills, communications and negotiation skills to establish both internal and external working relationships (to identify and implement strategies for business growth).
Nice-to-have:
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Business Analysis Experience
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A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
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Leaders who support your development through coaching and managing opportunities
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Ability to make a difference and lasting impact.
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Work in a dynamic, collaborative, progressive, and high-performing team.
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Flexible work/life balance options.
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Opportunities to do challenging work.
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Opportunities to take on progressively greater accountabilities.
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Access to a variety of job opportunities across business.
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Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I **nclusion and Equal Opportunity Employment**
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