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Product Owner, Portfolio Rebalancing

Lead the development of a scalable portfolio rebalancing platform for financial advisors
Charlotte
Senior
2 days ago
Cognizant

Cognizant

A global provider of IT services, consulting, and business process outsourcing solutions.

Product Owner, Portfolio Rebalancing

Cognizant Consulting is more than Cognizant's consulting practice鈥攚e're a global community of 6,000+ experts dedicated to helping clients reimagine their business. Blending our deep industry and technology advisory capability, we create innovative business solutions for Fortune 500 clients. And now, we're looking for our next colleague who'll join us in shaping the future of business. Could it be you?

About the Role

As a Product Owner, Portfolio Rebalancing you will make an impact by delivering large programs and leveraging your expertise in Trading, Portfolio Rebalancing, and Householding. You will be a valued member of the Banking and Financial Services team and work collaboratively with stakeholders, clients, and other teams. In this role, you will:

  • Determine advisor needs and desires through interviews, market research, competitive research, and insights from stakeholders.
  • Define mid- and long-term technology product development roadmap, key features/capabilities, and manage development cycles with clear schedules, deliverables, and milestones.
  • Develop metrics to assess the success of products and features and determine necessary enhancements.
  • Support the implementation of new offerings through requirements gathering, requirements writing, testing, and participation in and evaluation of prototypes and pilots.
  • Build cross-functional relationships to establish a collaborative environment at all levels of the organization.

Work Model

At Cognizant, we strive to provide flexibility wherever possible, and we are here to support a healthy work-life balance through our various wellbeing programs. Based on this role's business requirements, this is an onsite position requiring X days a week in a client or Cognizant office in Charlotte, NC or Fort Mill, SC.

The working arrangements for this role are accurate as of the date of posting. This may change based on the project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear about role expectations.

What You Must Have To Be Considered

路 At least 5+ years of experience in product management or technical product ownership, with emphasis on platform products or infrastructure services

路 Seasoned professional with prior experience delivering large programs

路 Strong domain SME in Trading, Portfolio Rebalancing and Householding

路 Prior experience in Wealth management and trading products/applications

路 Proven track record in previous large scale product transformation

路 Experience in a client-facing role and/or the financial services industry, preferably within a broker-dealer, RIA, investment or financial services firm

路 Experience with Agile frameworks such as SAFe, LeSS, or Kanban in enterprise environments

路 Excellent communication skills, both written and oral, with the ability to create and deliver executive-level presentations while serving as a recognized subject matter expert on the team

These Will Help You Succeed

路 Increase penetration via advisor dialogue and investor marketing campaign to drive higher adoption and ultimately revenue

路 Articulate, confident, driven professional with the ability to work with experienced professionals in a results-oriented, fast-paced environment

路 Understanding of the regulatory landscape about trading

路 High level of intellectual curiosity and business acumen

Benefits

  • 401(k) plan and contributions
  • Employee stock purchase plan
  • Employee assistance program
  • 10 paid holidays plus PTO
  • Paid parental leave and fertility assistance
  • Learning and development certifications and programs

What We Offer

  • The chance to work with impact. Here, you're empowered to bring your biggest thinking to help our company and clients improve everyday life.
  • Ownership over your career. Stay at the top of your game through our award-winning learning and development ecosystem. And when your ambitions change or we offer new opportunities, we help you pivot by providing reskilling, on-the-job learning and guidance to find new roles that might be a better fit.
  • The opportunity to thrive on a high caliber team with heart. We celebrate each other's experiences and perspectives and promote a sense of belonging through our affinity groups and diversity and inclusion initiatives.
  • A comprehensive total rewards package, including a competitive salary and pension plan with matching contributions.
  • Flexible health and financial benefits to support you and your eligible dependents 鈥攆rom day one.
  • True work-life balance. Be at your best through paid time off, flexible work arrangements, volunteering opportunities, social events, and so much more.

Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant (a member of the NASDAQ-100 and one of Forbes World's Best Employers 2024) is consistently listed among the most admired companies in the world. Learn how Cognizant helps clients lead with digital at www.cognizant.com.

Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, provincial or local laws.

If you have a disability that requires reasonable accommodation to search for a job opening or submit an application, please email CareersNA2@cognizant.com with your request and contact information.

While our system allows applications in all languages, job required language(s) and proficiency level(s) vary. However, basic English proficiency is required for Company-wide communications purposes. Further, for roles located in Quebec, professional English proficiency is required to communicate with our global clients.

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Product Owner, Portfolio Rebalancing
Charlotte
Product
About Cognizant
A global provider of IT services, consulting, and business process outsourcing solutions.