JOB SUMMARY
We are seeking a talented and motivated Associate Product Owner to join the Wealth Management Digital Client Experience & Platforms team, focused on delivering the UDP Gains and Losses page, which will support both self-directed and advised clients. This page will provides clients with a view of their realized gains and losses across all accounts to help them track investment details and understand tax implications. In this role, you will help shape and deliver this high-visibility client experience by translating product and UX concepts into detailed user stories and requirements and partnering closely with UX, development, and testing teams through delivery.
Key Responsibilities
• Create and refine detailed user stories, acceptance criteria, and functional and experience requirements, translating product objectives, UX designs, and stakeholder input into actionable requirements for development and testing teams.
• Define and elaborate user journeys, navigation, user flows, workflows, system behaviors, and edge cases to ensure a clear and consistent end-to-end client experience.
• Build and maintain a prioritized product backlog, including story creation, refinement, decomposition, dependency identification, and readiness for development.
• Partner closely with UX, development, and testing/QA teams throughout the delivery lifecycle to clarify requirements, resolve gaps and defects, and validate that delivered functionality meets the intended requirements and user experience.
• Lead and actively participate in backlog refinement and sprint planning, communicating requirements, answering questions, and driving alignment across product and technology teams.
• Use AI tools such as Microsoft Copilot and Atlassian Rovo to accelerate requirements analysis, user story creation and refinement, documentation, meeting synthesis, and other product delivery activities.
• Collaborate with business, technology, UX, risk, cyber & fraud, legal, compliance, and other stakeholders to gather requirements, identify product gaps, and support successful delivery of digital client experiences.
Required Qualifications
• 3-5 years of experience as a digital product manager, product owner, business analyst, or equivalent working within an Agile/Scrum software development environment.
• Strong experience creating and refining user stories, acceptance criteria, functional requirements, user journeys, and digital experience requirements.
• Demonstrated ability to translate UX designs, navigation concepts, business needs, and technical discussions into clear, actionable requirements that can be developed and tested.
• Strong experience partnering directly with development and testing/QA teams throughout implementation, testing, defect resolution, and delivery.
• Experience with Agile backlog refinement and Jira, including story decomposition, requirement clarification, dependency identification, and story readiness.
• Experience using, or demonstrated ability to effectively leverage, AI tools such as Microsoft Copilot and Atlassian Rovo to improve requirements development, analysis, documentation, and product delivery.
• Strong analytical, problem-solving, and communication skills, with the ability to synthesize complex or ambiguous information and bridge discussions across Product, UX, Development, and Testing.
