Job Description

Senior Product Owner – Investment & Trading Platforms

Overview

We are seeking a highly motivated Senior Product Owner to lead the strategy, execution, and delivery of key initiatives across a portfolio of investment and trading applications. This individual will play a critical role in defining product vision, managing agile workflows, overseeing platform integrations, and guiding cross-functional teams to achieve strategic goals. The ideal candidate brings deep product ownership expertise within financial services, strong vendor management skills, and a proven ability to deliver results in complex, fast-moving environments.

Key Responsibilities

• Own and articulate the product vision and roadmap for a portfolio of investment and trading applications, ensuring alignment with business strategy.

• Serve as the primary Agile Product Owner, managing product backlogs, defining sprint strategies, and facilitating daily stand-ups.

• Lead strategic initiatives, including the design and implementation of an internal Investment Policy Statement for managed accounts.

• Oversee the integration of a new Proxy Voting platform, collaborating with external vendors and internal partners.

• Drive the migration to an updated Option Strategy order entry system, ensuring minimal disruption and smooth transition.

• Facilitate discovery sessions to prepare for high-priority work in 2026 and beyond.

• Identify and manage dependencies with internal teams and third-party vendors, including intake submissions and contract coordination.

• Proactively assess risks related to ongoing initiatives, propose solutions, and escalate issues when necessary.

• Prioritize and refine product backlogs to maximize value delivery.

Qualifications

• Proven experience as an Agile Product Owner, ideally within financial services, investment management, or financial technology environments.

• Demonstrated ability to lead cross-functional teams and drive complex initiatives from concept to execution.

• Strong vendor management skills with experience in negotiating, engaging, and partnering for results.

• Expertise in backlog management, sprint planning, dependency resolution, and risk mitigation.

• Exceptional communication and stakeholder management skills across technical and business domains.

• Strategic thinker with a passion for innovation, process improvement, and continuous delivery.

Preferred Attributes

• Background in investment management, trading platforms, or related financial technologies.

• Familiarity with regulatory considerations in managed accounts, trading operations, or proxy voting.

• Experience coordinating multi-year, enterprise-level initiatives.