Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
November 9
Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
• Develop, Own, and Execute the Product Roadmap • Evaluate and document business process and technology solutions to complex business problems • Conduct stakeholder interviews to understand requirements • Lead deployment activities to drive understanding and adoption of solutions • Monitor product performance post-launch, analyzing key metrics and KPIs • Lead and support proactive adoption of agile process • Facilitate cross-functional communication to eliminate knowledge gaps • Build relationships with stakeholders from business lines • Partner with LOB Managers to improve operational processes and user experience
• Bachelor's Degree in business; finance, economics, technology or related • 5+ years in Financial Services or equivalent experience • 7+ years BA, Development, or other related technology experience preferred • Experience with Agile development preferred • Superior verbal and written communication skills • Proficient with Microsoft Office Suite or related software • Salesforce experience required • Familiarity with Jira preferred
• Training and professional development • Medical and dental coverage • 401k – with match and profit sharing • Health care spending and savings accounts • Dependent care spending account • Vision coverage • Wellness programs and resources • Life insurance – employer paid • Short-term and long-term disability – employer paid • Paid Time Off • 10 paid holidays each year • Paid parental leave • Tuition reimbursement
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