Vacancy expired!
- Skills equiv. to 3-5 years in comparable position.
- Responsible for oversight and/or implementation of new and/or existing programs.
- May be enterprise specific or cross enterprise.
- Requires strong verbal and written communication skills in order to effectively communicate with and to Sr. Management.
- Must have demonstrated product management experience with exceptional leadership skills.
- Experience with MS Project, MS Word, Excel and PowerPoint is required.
- Leverage agile practices with a focus on developing, documenting, and communicating detailed user stories and requirements for the scrum team
- Create compelling visual layouts, frameworks, summaries and mockups of financial reporting documents.
- Utilize design thinking best practices to enhance clarity and readability of client reporting documents.
- Perform complex research on trades and trading scenarios to satisfy client and regulatory needs
- There will be travel 1-2 times/year.
- Perform analyses that provide insights on the customer experience, cost savings opportunities, client behaviors, and competitive market factors
- Acquire and field competing requests across many stakeholders and clients and prioritize enhancements to maximize business value.
- Educate stakeholders on the trade confirmation documents and provide ongoing leadership and support to cross-functional teams while developing new reporting features.
- Ensure regulatory compliance of products with the help of Legal and Compliance teams. Interface with auditors as required.
- Stay current with industry best practices and market opportunities as well as represent client in industry peer groups
- Conduct and define user acceptance testing with technology to ensure reporting quality
- Serve as subject matter expert to perform research and address escalations / questions from service teams and clients
- Create and maintain product collateral, internal communication/training, and marketing materials
- You should have at least 5-10 years’ experience in at least two of the following: Product Management, Financial Services, Client Financial Reporting, and/or Client Written Communications in a regulated industry
- High attention to detail with ability to define business logic and business scenarios within user stories
- Experience writing queries and extracting reporting from data warehouses
- Experience in trade processing, reporting, and reconciliation
- Demonstrated success with defining and launching products in a complex corporate environment.
- Experience leading and directing a scrum team through a product backlog.
- Experience with project execution including project planning, dependencies management, and business analysis.
- Experience working with and analyzing complex data sets to make data-driven decisions and recommendations
- Experience in Agile development practices
- Strong interpersonal skills, emotional maturity and sound decision-making capabilities
- Excellent written and verbal communication, being able to transform complex topics into well-organized, understandable communications to different audiences, including Leadership
- Experience with any of the following tools and systems; Confluence, SharePoint, SQL, Opentext Exstream, JIRA, Adobe suite.
- Expert usage of Excel, Word, PowerPoint, and Visio
- Bachelor’s degree, MBA a plus
- FINRA Series 7 or 99 a plus
- What you’ll get:
- Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
- Fair, competitive pay that rewards firm and employee performance
- Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts; Employee Stock Purchase Plan
- Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
- Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
- Not just a job, but a career, with an opportunity to do the best work of your life.
Vacancy expired!