Product Owner – Advisor Experience

Jobtailor; New Jersey; On-site; USD 120,000 - 150,000; Full time

Job summary

Jobtailor is seeking a results-driven Product Owner to shape and elevate the digital experience for financial advisors, define, prioritize, and deliver features that optimize advisor workflows, boost engagement, and drive measurable growth across platforms, channels, and products.

You will translate business needs into actionable user stories, collaborate closely with agile development teams, monitor KPIs, conduct research, analyze data, train staff on new features, and mentor colleagues while

Qualifications

• Proven experience working within an Agile methodology framework.
• Strong analytical acumen to interpret data and derive insights.
• Proficiency in requirements management, user stories, acceptance criteria, and backlog management.
• Experience with change management and product adoption.
• Excellent listening and communication skills with the ability to convey complex concepts.
• Strong empathy for users and a customer-centric mindset.
• Ability to train others on new features.
• Familiarity with KPIs and their application to product success.
• Understanding of risk management in product development.
• Proven ability to influence stakeholders and build collaboration.
• Exposure to AI concepts and their application in business solutions.
• Experience with business process improvements.
• Prior experience in insurance or financial services is a plus.

Responsibilities

• Shape and enhance the digital experience for advisors.
• Define, prioritize, and deliver features that optimize advisor workflows.
• Listen to advisor feedback, conduct research, and analyze data.
• Translate business needs into actionable requirements.
• Collaborate with agile development teams to align on product vision.
• Monitor KPIs for products.
• Drive business process improvements related to advisor interactions.
• Participate in digital transformation initiatives leveraging AI for innovative solutions.
• Facilitate training sessions for advisors on new product features.
• Advocate for user needs and maintain a user-centric approach.
• Identify risks and implement risk management strategies.
• Influence stakeholders to gain alignment on product vision and priorities.
• Coach and mentor team members on product ownership best practices.

Skills

Agile Methodology

Requirements Management

Analytical Skills

Stakeholder Influence

AI concepts

Job description

• Play a pivotal role in shaping and enhancing the digital experience for advisors
• Define, prioritize, and deliver features that optimize advisor workflows, improve engagement, and drive business growth
• Actively listen to advisor feedback, conduct research, and analyze data to understand pain points
• Translate business needs and user stories into actionable requirements
• Collaborate closely with agile development teams to ensure a shared understanding of product vision
• Utilize analytical skills to monitor Key Performance Indicators (KPIs) for products
• Drive business process improvements related to advisor interactions
• Participate in digital transformation initiatives leveraging AI for innovative solutions
• Facilitate training sessions for advisors on new product features
• Advocate for user needs, ensuring a user-centric approach to product development
• Identify risks associated with product development and implement risk management strategies
• Influence stakeholders to gain alignment on product vision and priorities
• Coach and mentor less experienced team members on product ownership best practices

Requirements

• Proven experience working within an Agile methodology framework
• Strong analytical acumen with the ability to interpret complex data and draw actionable insights
• Demonstrated proficiency in requirements management, including writing user stories, acceptance criteria, and managing product backlogs
• Experience with change management principles and their application in product adoption
• Excellent active listening and communication skills, with the ability to articulate complex concepts clearly to diverse audiences
• Strong empathy for users and a customer-centric mindset
• Ability to facilitate training sessions effectively
• Familiarity with Key Performance Indicators (KPIs) and their application in product success measurement
• Understanding of risk management principles in a product development context
• Proven ability to influence stakeholders and build strong collaborative relationships
• Exposure to Artificial Intelligence (AI) concepts and their potential application in business solutions
• Experience with business process improvements
• Prior experience in the insurance or financial services industry is a plus.

Core Competencies

Demonstrates strong analytical acumen and proficiency in requirements management, including user story writing and product backlog management. Capable of driving business process improvements and facilitating training sessions while advocating for user needs in a collaborative environment.

Highest-signal resume keywords

• Agile Methodology
• Requirements Management
• Analytical Skills
• Stakeholder Influence
• Artificial Intelligence (AI)

Hard Skills

• User Story Writing
• Acceptance Criteria Management
• Product Backlog Management
• Data Analysis
• Risk Management
• Business Process Improvement
• Key Performance Indicators (KPIs)
• Change Management

Soft Skills

• Active Listening
• Communication Skills
• Empathy
• Facilitation Skills

Industry Keywords

• Digital Transformation
• Financial Services
• Insurance