Role: Product Owner with Required Minimum Distribution (RMD) experience
Location: Fort Mill, SC (Onsite)
Position Summary
Seeking a Product Owner to support the final stages of development, pilot execution, and rollout of a new Required Minimum Distribution (RMD) experience. The Product Owner will serve as the primary business liaison for a dedicated Scrum team, ensuring successful delivery of business capabilities while supporting change management, stakeholder communications, product demonstrations, and pilot activities.
Key Responsibilities
Product Ownership & Agile Delivery
- Serve as Product Owner for a Scrum team delivering enhancements to the RMD platform.
- Manage and prioritize product backlog items based on business value and strategic objectives.
- Partner with business stakeholders, technology teams, and program leadership to define requirements and acceptance criteria.
- Participate in Agile ceremonies including sprint planning, backlog refinement, reviews, and retrospectives.
- Ensure delivered functionality aligns with business goals and customer needs.
Pilot & Business Readiness Support
- Support the execution and monitoring of the RMD product pilot.
- Coordinate with business stakeholders to gather feedback and prioritize enhancements.
- Track pilot outcomes and recommend improvements for broader rollout.
Change Management & Stakeholder Communications
- Partner with Change Management teams to articulate newly delivered capabilities and business benefits.
- Develop product communications and enablement materials to support adoption.
- Provide ongoing updates regarding product progress, releases, and upcoming functionality.
Product Demonstrations & Stakeholder Engagement
- Conduct product demonstrations for business stakeholders, leadership teams, and internal partner organizations.
- Communicate complex business and technical concepts to non-technical audiences.
- Act as a trusted advisor between business and technology teams.
Required Qualifications
- 5+ years of Product Owner or Product Management experience.
- Strong understanding of Agile/Scrum methodologies and product development lifecycle.
- Experience writing user stories, defining acceptance criteria, and managing product backlogs.
- Excellent communication and stakeholder management skills.
- Proven experience leading product demonstrations and business presentations.
- Ability to translate business requirements into actionable development work.
Preferred Qualifications
- Experience within wealth management, financial services, retirement products, or advisor platforms.
- Knowledge of Required Minimum Distributions (RMDs), retirement accounts, or related regulatory processes.
- Experience supporting pilot launches, product rollouts, or change management initiatives.
- Familiarity with advisor-facing or client-facing digital platforms.
Key Success Factors
- Ability to balance strategic product priorities with tactical delivery needs.
- Strong collaboration across business, technology, operations, and change management teams.
- Excellent organizational skills and attention to detail.
- Comfortable operating in a fast-paced Agile environment.
- Strong presentation and executive communication capabilities.
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