Schwab Operations needs to modernize and maintain the viability of systems that support Tax and Cost Basis regulatory compliance and Client Experience. The Product Owner will play a critical role in realizing the platform vision by focusing on individual systems and their enterprise interdependencies.
Requirements
- Experience in back-office Product Management
- 3-to- 5 years’ experience managing requirements for multiple large, complex and cross functional projects. Emphasis on systems, technologies, business process redesign, and knowledge of technical environments
- 5 years’ experience in software development methodology (Agile Framework)
- Proven ability to write business requirements, including user stories, use case development and work flow documentation
- Securities Industry/Operational background preferred, a focus on cash management solutions
- Prior working knowledge of JIRA or any related Scrum tools preferred
- Ability to analyze and communicate technology recommendations to business stakeholders
Responsibilities
- Serve as the primary contact between our business and IT partners to ensure that business requirements are well documented and technical solutions transformed to meet business strategies
- Conduct requirement-elicitation meetings with users, developers, system design architects, system integrators and vendors; understanding the context of critical stakeholder needs, pain points and business impact
- Partner with cross-functional business and technology teams to create process models, user epics/stories and/or initial use case survey/use cases
- Understand both business and technical dependencies between business areas and within systems that support or may be impacted by middle office functionality; upstream as well as downstream
- Perform planning and scoping for several inter-related initiatives to help senior-level business stakeholders make informed decisions about which initiatives to tackle and how
- Elicit, document and manage business requirements
- Develop expert ‘As Is’ knowledge of platform systems and help define ‘To Be’ system solutions and flows
Other
- Provide thought-leadership on vision; roadmaps for system development and achieving sprint goals
- Facilitate and drive issues resolution and retrospectives between stakeholders
- Handle complex, high profile projects (across multiple domains, systems and stakeholders)
- Adapt to changing priorities and managing of multiple tasks
- Coordinate and oversee the work of other BAs as it relates to specific projects
- Learn all Custody and Asset Services business processes and system flows at a high level, and some flows in extreme detail
- Support business implementation process for new and/or enhanced system features
- Assist with training and support to frontline staff as appropriate
- Bachelor’s degree or equivalent business experience
- Excellent communication, interpersonal, organizational and negotiation skills
- Demonstrated ability to align and unify ALLstakeholders to a shared vision and a common focus; including senior leaders
- Strategic mindset to help drive product management decisions, governance, and long-term vision
- Strong analytical and problem-solving skills - ability to quickly analyze data to identify key insights and them to the business, quantitative and qualitative analysis
- Confidence in presenting both strategic and tactical vision to the team and management for both big-picture planning and day-to-day management of project goal
- Product and project management skills; business judgment, including ability to balance resources, evaluate and address risks, and concisely articulate where trade-off decisions are to be made
- Strong orientation to clients, including ability to understand needs and this knowledge to product enhancements, online user experience, and communication content (internal and external)
- High attention to detail and the ability to see things through from concept to implementation
- Competence in Microsoft Office tools including Outlook, Word, Excel, PowerPoint and Visio
