Work closely with a variety of internal stakeholders to communicate changes, coordinate deliverables, track and report on progress Write requirements/epics/stories for integrating the stock plan experience into the wealth management client experience and work closely with technology and operations partners through build and delivery phases Work with cross functional teams to design and develop new products, develop new features and enhancements Identify dependencies and keep constituent groups informed of progress towards delivery Contribute to and maintain key strategic presentation materials used to inform executive decision-making Ensure appropriate implementation of risk controls based on control partner (e.g., legal & compliance) input Help define and track success metrics and oversee ongoing and ad-hoc data reporting requests 5+ years as a product owner/manager/analyst 5+ years of experience with technology development process and lifecycle (Agile/Waterfall) Strong understanding of the corporate stock plan business and operating paradigms Strong interpersonal and communication skills with ability to build relationships with stakeholders across the organization Ability to gather and synthesize information from multiple stakeholder groups (including end users) to enable decision making Strong technical writing skills to assist with user story/requirement writing Strong Excel and PowerPoint skills to assist with data analysis and building presentations for senior management Strong analytical and problem-solving skills, with the ability to take a problem statement and solution it with a set of clear and concise business rules Have knowledge with AI tools and data insights to inform product decisions, enhance user experiences, and help integrate AI capabilities into product solutions 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.
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