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Your opportunity Charles Client's Digital Investor Services team is responsible for defining, delivering, and leading the lifecycle of our platforms and services which enable digital interactions with clients at scale. Our digital experience is the way that most clients interact with us daily, and we’re passionate about creating the best experience possible for our users. We work, think and approach problems differently than your traditional financial services firm, and we aim to change both how Client operates and how the industry serves investors. The Digital Messaging team is responsible for the platform that delivers hundreds of millions of service, subscription and marketing messages to our digital channels to keep clients and advisors informed in support of their financial goals. In this role, you will support the digital messaging channel and platform health strategy, including how we make data driven decisions. You will also contribute to the product roadmap with the digital messaging leadership team including our technical partners. You will work alongside the team of product managers who will implement tools, processes and reporting to ensure a performant, scalable, and reliable system. The team is responsible for: • Strategy - Envision the future and build the near-term and long-term outcome oriented roadmaps for the health of the digital messaging platform and channels • Execution – Own and drive the definition, creation, development and implementation of solutions that gauge the health of our platform and channel • Client service – Ensure reliability of systems to deliver digital messaging to our clients and provide scalable production support processes to resolve client issues • Partnership – Collaborate with technology, design, marketing and others in delivering value to our clients What you're good at • You will be part of a hardworking team of digital product managers, who oversee the implementation and ongoing production support health of the channel. • You will focus on outcomes and use OKRs to get results for our clients, firm and team. • You will support the creation of capabilities which enhance Client’s digital messaging platform and channels. • You will support the generation of new ideas based on data, analytics, insights, market trends, and interactions with partners, clients and prospects. • You will own the product roadmap for the production support team • You will participate in monthly and quarterly statement audits • You will champion Agile methodologies, leading and participating in the product owner activities including daily stand-up meetings, sprint planning sessions, backlog prioritization, user story preparation and demos. • You will execute brilliantly in a fast paced environment. • You will work cross-functionally with technical, design, business, and compliance counterparts to define product release requirements and investigate production issues as they arise. • You will balance functionality against complexity on a highly visible platform which will serve tens of millions of clients. • You will be contribute to developing, monitoring and reporting on key metrics for performance, availability, security and scalability of the platform and channels. • You will contribute to the awareness and engagement plan for channel health and provide relevant and concise updates to partners and leadership teams. • You will serve as a channel subject matter authority and evangelist to partners.
Additional Job Details:What you'll have • Enjoy being a leader with vision who naturally challenges the status quo • Strategic problem solver with the ability to formulate compelling vision and strategy and translate that to substantial roadmaps and results. • Strong knowledge base and experience developing or leading digital platforms, coupled with knowledge of the underlying technology, both current and emerging. • Experienced in creating clarity in the performance, security and availability of our platform and channel as well as how to optimize the client experience in relation to performance, security and availability • Ability to influence and build strong relationships across multiple levels of the organization • Highly developed communication and presentations skills with a superior ability to effectively communicate and present complex concepts and issues to leadership teams. • Skilled at working cross-functionally with technology, service, marketing and product teams to lead the entire life cycle of a digital platform. • Prior experience as an Agile Product Owner or leading scrum teams is preferred, with a deep understanding of agile. • Prior experience with scaled agile and SAVE models preferred. • Curiosity, a can-do attitude and the ability to learn quickly and thrive in a complex, dynamic environment • Self-starter with outstanding organizational skills and ability to track multiple project deliverables with minimal direction • Confidence communicating and tailoring messaging to a variety of audiences, including senior leadership • Good understanding and/or experience with financial services regulations is a plus • Bachelor’s degree required (MBA preferred) • 4+ years digital product owner experience