Workplace Platforms team drives and defines the digital and online experience for wealth management and corporate clients. > Create project documentation (presentations, communication plans, requirements documents) to share formal updates with business and technology leaders > Lead requirement grooming/planning sessions to ensure that development schedules, design criteria, costs, and technical specifications meet the defined business need > Conduct hands-on functional testing and validation of business requirements in conjunction with Quality Assurance teams > Gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features and develop a product roadmap aligned to key business deliverables > Own backlog development and delivery, collaborating with partners in other Business Units, Marketing, User Experience, Client Services, Technology, and Quality Assurance teams to bring solutions to life QUALIFICATIONS > Bachelor's degree Experience with the financial services/wealth management, WCAG, analytics, client-centric design thinking, API architecture, and agile development methodology is strongly preferred > Self-starter with strong and creative problem-solving skills > Superior analytical, interpersonal, communication (written, verbal, and technical), presentation, negotiation, and problem-solving skills > Flexible, team player with the ability to think creatively and strategically > Deadline oriented and works well under pressure > Experience with project execution (conceptualization, requirements, design, development, testing, and implementation) > Financial services experience and/or working with Financial Advisors > Experience with Dataiku, Tableau, and/or other statistical software Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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