Product Owner (CIB)

Pinnacle Group; Charlotte (NC); Hybrid; USD 95,000 - 140,000; Part time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K contributions

PTO

Job summary

PTR Global is seeking an experienced Business Execution Consultant to support Deal Hub as a Product Owner in Charlotte, NC (Hybrid). The role focuses on defining features, managing the backlog, and coordinating across business and technology teams in a regulated financial services environment.

The ideal candidate will convert business needs into clear requirements, write user stories, and drive adoption while coordinating UAT, training, and AI-enabled initiatives.

Qualifications

• 5+ years of experience in business analysis, business execution, product support or project/program management, preferably in financial services.
• Proven experience writing user stories, acceptance criteria and process documentation in an Agile environment.
• Hands-on experience with Jira and Confluence, or similar tools.
• Strong stakeholder management skills, including working with senior business leaders and technical teams.
• Excellent written and verbal communication, including the ability to make complex topics simple and clear for executives.
• Strong organization skills and the ability to manage several workstreams at once.

Responsibilities

• Gather requirements from business partners and write features, user stories and acceptance criteria.
• Maintain and refine the product backlog in Jira with clear scope, dependencies, risks and open questions.
• Write process maps and lead gap analyses across lending workflows.
• Onboard new lines of business to Deal Hub, including discovery sessions and readiness activities.
• Coordinate UAT, training materials, user guides and adoption efforts.
• Track release scope, timing and dependencies with technology delivery teams.
• Prepare release summaries and executive-ready materials for leadership.
• Identify and assess tasks for automation or AI opportunities.
• Ensure product changes meet governance, compliance and data management requirements.

Skills

Business analysis

Agile

Stakeholder management

Written and verbal communication

Multi-tasking

Tools

Jira

Confluence

Job description

Charlotte, , North Carolina Contract Oct 29, 2026

Position

Product Owner

Location

Charlotte, NC 28202 (Hybrid)

Duration

12 months, with possible extension.

Job Description/Position Summary

• Client CIB is looking for an experienced Business Execution Consultant to support Deal Hub.
• Deal Hub is the central platform where deal teams work together, track deal status, manage tasks and communicate across commercial lending workflows.
• The consultant will work with product management, technology delivery and business stakeholders to help scale Deal Hub.
• That work includes onboarding new lines of business, supporting releases and moving forward on workflow automation and AI enabled task initiatives.
• This role sits where business operations and technology delivery meet.
• The ideal candidate can turn business needs into clear, delivery ready requirements and can coordinate across teams in a regulated financial services environment.

Key Responsibilities

Product and Requirements Support

• Work with business partners (bankers, portfolio managers, credit, operations and risk) to gather requirements and write them up as features, user stories and acceptance criteria
• Maintain and refine the product backlog in Jira, with clear scope, dependencies, risks and open questions for each item
• Write process maps for current and future state, and lead gap analyses across lending workflows
• Line of Business Onboarding and Change Management:
• Support onboarding new lines of business and business groups to Deal Hub, including discovery sessions, workflow and task configuration, and readiness activities
• Coordinate user acceptance testing (UAT), training materials, user guides and adoption efforts
• Collect user feedback and turn it into recommended improvements

Release and Delivery Coordination

• Track release scope, timing, and dependencies with technology delivery teams
• Prepare release summaries, status updates, and executive ready materials for senior leadership
• Lead working sessions and follow up on action items, decisions, and risks

Automation and Innovation:

• Help find and assess tasks that could be automated or completed by AI, looking at business value, feasibility, data needs, and controls
• Support workshops and working sessions that align business and technology on the automation roadmap

Governance, Controls and Data:

• Help ensure product changes meet client governance, compliance, access, records management and audit requirements
• Support data quality checks and issue triage across connected systems (for example nCino, Loan IQ, Dynamics 365, SharePoint, and Teams)
• Help with production support triage and elevate issues to the right teams

Required Qualifications:

• 5 plus years of experience in business analysis, business execution, product support or project/program management, preferably in financial services
• Proven experience writing user stories, acceptance criteria and process documentation in an Agile environment
• Handson experience with Jira and Confluence, or similar tools
• Strong stakeholder management skills, including working with senior business leaders and technical teams
• Excellent written and verbal communication, including the ability to make complex topics simple and clear for executives
• Strong organization skills and the ability to manage several workstreams at once

Preferred Qualifications:

• Experience with commercial lending, commercial real estate (CRE) or loan origination processes
• Familiarity with nCino, Loan IQ, Microsoft Dynamics 365, or the Microsoft 365 collaboration tools (Teams, SharePoint, Planner)
• Exposure to workflow automation, the Power Platform or AI/agentic solutions
• Experience in a regulated environment with strong control, audit, and data governance expectations
• Experience with change management and user adoption

Success in This Role Looks Like:

• New lines of business are onboarded to Deal Hub on schedule, with clear requirements and good readiness
• Backlog items are well defined and ready for delivery teams
• Stakeholders get timely, clear and actionable updates
• Automation opportunities are identified, assessed, and documented in a consistent way.

Role Overview:

• The upcoming requisition is expected to support a Product Owner function focused on Microsoft Dynamics and related Microsoft technologies.
• The ideal candidate will be a strong, highly capable Product Owner who can operate independently, understand business needs, and manage technology products across the Microsoft ecosystem.

The team works with:

• Microsoft Dynamics
• Custom Canvas Apps

Power Automate

• Other Microsoft platform tools
• Front office lifecycle and relationship-management platforms
• CIB related business functions
• Preferred Candidate Profile:
• Wes’s strongest preference is for candidates with experience in:
• Product ownership within Microsoft Dynamics or Microsoft Power Platform
• Canvas App development or product ownership

Power Automate

• Front office lifecycle platforms
• Relationship manager or client/relationship-management platforms
• Banking or financial services environments

CIB experience

• Translating business needs into technology solutions
• Managing stakeholders and product priorities
• Demonstrated ownership, judgment, and strong communication skills
• Experience with relationship manager-type platforms is especially desirable, although Wes is open to candidates with comparable experience if they are highly qualified.

About - PTR Global

PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit www.ptrglobal.com

• Pay any fee to be considered for, submitted to, or selected for any opportunity.
• Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process.
• Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.

The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.

If you receive a suspicious message, email, or phone call claiming to be from PTR Global, do not respond or click on any links. Instead, contact us directly at [phone]. To report any concerns, please email us at [e-mail]

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