Lead product ownership for investment platform modernization initiatives. Drive transformation of legacy systems into scalable, resilient, and compliant digital solutions. Act as the single accountable owner for product prioritization, value delivery, and trade-off decisions.
Own and communicate the product vision, roadmap, and value delivery strategy for digital investment platforms. Manage and prioritize the product backlog to maximize business value while balancing scope, speed, and risk. Lead modernization initiatives aligned with enterprise architecture and security standards. Provide functional leadership across investment product lifecycles, including onboarding, funding, trading, settlement, reporting, and disclosures. Collaborate with business stakeholders to ensure alignment with client experience and regulatory requirements. Manage delivery across multiple Agile squads or Agile Release Trains (ARTs). Partner with Scrum Masters, Release Train Engineers (RTEs), and Engineering teams to remove delivery impediments. Continuously assess delivery health, risks, dependencies, and execution performance. Coordinate with architecture, security, and vendor teams to ensure seamless execution. Facilitate decision-making and manage stakeholder expectations across all levels, including senior leadership. Support transformation efforts while ensuring business continuity during multi-year programs.
Strong experience in Product Ownership / Digital Product Ownership (DPO). Deep understanding of investment products: Mutual Funds, Managed Accounts, Brokerage, Retirement, and Trusts. Knowledge of investment lifecycle processes: onboarding, funding, trading, settlement, and reporting. Familiarity with regulatory and compliance requirements including disclosures, audit, and data retention. Experience managing backlogs, prioritization, and value articulation. Proven experience working in scaled Agile environments managing multiple teams. Strong stakeholder and vendor management experience. Excellent communication and decision-making skills, including interaction with senior leadership.
Understanding of cloud-native platforms and modern application architectures. Familiarity with microservices, APIs, and event-driven architectures (e.g., Kafka, messaging systems). Knowledge of DevOps practices, CI/CD pipelines, and release management constraints.
Product strategy and roadmap ownership. Agile delivery and scaled execution management. Investment domain expertise. Stakeholder engagement and leadership communication. Risk management and decision-making. Ability to balance innovation with operational stability.