* Own and manage the product backlog for assigned product areas and value streams within the Digital Finance Portfolio, acting as the day-to-day owner of related capabilities and outcomes. Translate portfolio/product strategy into features, and user stories with clear acceptance criteria, and prioritize work to align with firm objectives, business needs, and market trends.
* Identify and size opportunities in partnership with stakeholders; support business case development by documenting problem statements, expected value, assumptions, dependencies, and risks. Define and socialize success metrics for backlog items, review outcomes post-release, and continuously refine priorities based on data and stakeholder feedback.
* Drive clarity, decisions, and acceptance to enable delivery of complex enhancements and new capabilities by driving requirements clarity, scope tradeoffs, and release readiness to meet evolving needs across Branch teams, Financial Advisors, and Financial Analysts.
* Partner with cross-functional teams (technology, operations, business, compliance, legal, risk) to plan and execute increments, improve usability and efficiency, remove blockers, and ensure high-quality outcomes through effective testing and acceptance
* Own the Team Product Backlog refinement and prioritization by ensuring backlog is refined, sized, dependency-aware. Confirm acceptance criteria, NFRs, and control requirements for planned scope.
* Own the Team Product Backlog for assigned Digital Finance capabilities; prioritize, refine, and maintain readiness (stories, defects, enablers) aligned to PI Objectives and firm goals.
* Partner with Product Management to translate portfolio/product strategy into features and stories; define clear acceptance criteria, NFRs, and control/audit requirements.
* Drive discovery and sizing inputs with stakeholders; document problem statements, value hypotheses, assumptions, dependencies, and risks; support business case materials and prioritization decisions.
* Define and socialize success metrics; validate outcomes post-release using data and stakeholder feedback; continuously adjust backlog priorities.
* Enable sprint and PI execution by setting Sprint Goals, making scope tradeoffs, resolving requirement ambiguities quickly, and maintaining a decision log.
* Coordinate cross-functional alignment (technology, operations, compliance, legal, risk) to ensure testability, acceptance, release readiness, and operational handoffs.
