Wealth Management, Alternative Investments Global Product Owner, Vice President

The candidate will be part of the Wealth Management Solutions team with a focus on our Alternatives platform offering.

The WM Alternatives Product Development team is responsible for the E2E simplification and scaling of the Alternatives target op model inclusive of key enabling capabilities and differentiating services.

The team's role spans the full lifecycle of transformation - Vision, Strategy, E2E Op Models, Business Case development, Roadmap planning and execution.

Role description: He/she will lead the strategy, design, and execution of key initiatives across the end-to-end Alternative Investments value chain to achieve business goals of simplifying the client & advisor experience and scaling target operating models on modern technology solutions.

Job Responsibilities: The ideal candidate leverages a commercial mindset, demonstrates superior analytical skills including data management, and is an effective change leader.


* Define Product Strategy: Sets product vision connecting client/advisor needs with business goals.

Understands current state including product offering, regional differences, and areas of improvement; Defines end state, target operating model and product roadmap.

Effectively considers cost benefit analysis, including build vs.

buy.


* Understand client and advisor needs.

Develop a detailed understanding of the competitive & market landscapeincluding vendor / fintech offerings, to inform our product capability offering and respective strategic roadmaps.


* Planning and Execution: Lead and deliver annual and quarterly investment plans and execution of all planned milestones; timely reporting of forecasted variances to plan with risk mitigation as required.


* Leads and coach product managers, design and technology team members to achieve results across all aspects of the product development lifecycle: current state usage & performance, feedback gathering, prioritization, execution & communication of enhancements.


* Deliver via agile methodologies including backlog grooming, quarterly planning, spring planning and showcases.


* Market product to key stakeholders: drive adoption; prepare communications materials to learning and training partners and leverage existing communication channels (Morning Meeting, Digital Download, newsletters, etc.).

Product Documentation & Governance: Ensure comprehensive and up-to-date documentation of product features, requirements, and development processes which support ongoing product development.

Ensure firmwide governance is adhered to in the product development lifecycle.

Required Qualifications, Capabilities and Skills:


* Demonstrates values and diversity & inclusion principles and perspectives.


* Alternatives Subject Matter Expertise - Alternatives experience, especially in reporting / data distribution, analytics, channels, vendor offerings and client facing technology.


* Lean reengineering skills and change leadership skills with significa...