If you are someone who seeks a career in Product Management while working in the world’s most innovative bank which values creativity and excellence, this is the role for you.

As a Product Owner in the ConnectWealth Product team, you will act on behalf of the business, operations, and our clients to support LatAm & Global Family Group (GFG)’s strategic platform initiatives. The role is uniquely positioned with exposures to the strategic transformation of International Private Bank and US Private Bank platforms. 

Responsibilities include but are not limited to analyzing large datasets and workflow processes, evaluating viable process alternatives, and development and documentation of business and functional requirements for the resulting solution. You will also support and participate in design, development, testing, and implementation of requirements throughout their lifecycle to ensure quality and on-time delivery. 

The role requires the ability to deal with complex business challenges, tight deadlines, competing priorities and interaction with the senior product partners across EMEA and US.  The International Private Bank (IPB) Managed Product team is responsible for managing and implementing key strategic product initiatives and platform enhancements that supports our growing international private banking business, covering EMEA, APAC and LatAm regions.  The platform currently supports close to US$100 billion in assets under management and thousands of advisors, portfolio managers and other partners across the globe. The team is part of the firm’s strategic ConnectWealth initiative to deliver the wealth management platform of the future. The team works closely with our internal partners such as Advisors, Portfolio Management Group, Solutions Product Development, Technology, Operations, Business Management, and key control functions. 

Job Responsibilities

Develop of business requirements through partnership with various stakeholders including business management teams, design teams, technology, operations, legal, and compliance partners Document business requirements in Epic/Story format within JIRA Lead story refinement and grooming sessions with Tech partners Partner with UAT testing test to provide support in conditioning of acceptance criteria uses cases and providing product support during testing Identify common needs and improve processes for both the customer and the business on global basis Understanding of regulatory/legal landscape related to the investment product process; Ability to work audit, compliance and regulatory constituencies to manage work in accordance with established procedures and relevant regulations and laws; demonstrated accountability for work process and the associate risks and controls; demonstrated ability to raise issues to relevant stakeholders or management with respect to the control environment 

Required Qualifications, Skills and Capabilities

Industry Experience: Requires 4+ years in financial services, ideally in wealth management or investments. Project Management Skills: Experience in project management, consulting, and change management for large-scale business and tech initiatives, with strong problem-solving abilities. Independent and Disciplined: Must be a self-starter, quick learner, and able to work independently. Analytical Skills: Strong skills in systems, operational, and control analysis. Methodology Adaptability: Experience with Agile and Waterfall methodologies, with the ability to adapt to hybrid practices. Communication and Influence: Confident communicator capable of providing clear updates and influencing colleagues and partners. Collaboration and Tools Proficiency: Ability to collaborate across teams and demonstrated proficiency in MS Excel, Word, and PowerPoint.

Preferred qualifications, capabilities, and skills

Experience with scripting languages and/or data analysis tools like SAS and Python Experience with digital transformation and fintech integration in Asset and Wealth Management Proficiency in data analytics tools and methodologies Experience with emerging technologies in finance Experience with and/or prior collaboration with Sales, Legal and Compliance, Operations and Technology