Digital Messaging Team RoleDigital 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.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 and reporting needs of the digital messaging platform and channelsExecution – Support or reporting strategy lead on the implementation of solutions that provide reporting solutions for our platform and channelClient service – Ensure reliability of systems to deliver digital messaging to our clients and provide scalable production support processes to resolve client issuesPartnership – Collaborate with technology, design, marketing and others in delivering value to our clientsWhat you're good at:You will be part of a hardworking team of digital product managers, who will assist in the overseeing of our reporting and data strategy.You will be contribute to developing, monitoring and reporting on key metrics for related to customer satisfaction, performance, and availability the platform and channels.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 think “horizontally” to deliver an exceptional experience for our clients across our channel.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 work cross-functionally with technical, design, business, and compliance counterparts to define product release requirementsYou will spend time examining and researching a client base to deeply understand the needs and wants of Client customers and internal users, including direct feedback.You will balance functionality against complexity on a highly visible platform which will serve tens of millions of clients.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:Enjoy being a leader with vision who naturally challenges the status quoSelf-starter with outstanding organizational skills and ability to track multiple project deliverables with minimal directionMust have experience with Agile/ScrumExperience and a confidence communicating and tailoring messaging to a variety of audiences, including senior leadershipProficiency in Excel and SQL preferredStrategic problem solver with the ability to formulate compelling vision and strategy and translate that to substantial roadmaps and resultsStrong knowledge base and experience developing or leading digital platforms, coupled with knowledge of the underlying technology, both current and emergingExperienced 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 availabilityAbility to influence and build strong relationships across multiple levels of the organizationHighly developed communication and presentations skills with a superior ability to effectively communicate and present complex concepts and issues to leadership teamsSkilled at working cross-functionally with technology, service, marketing and product teams to lead the entire lifecycle of a digital platformPrior experience as an Agile Product Owner or leading scrum teams is preferred, with a deep understanding of agilePrior experience with scaled agile and SAVE models preferredCuriosity, a can-do attitude and the ability to learn quickly and thrive in a complex, dynamic environmentConfidence communicating and tailoring messaging to a variety of audiences, including senior leadershipGood understanding and/or experience with financial services regulations is a plusBachelor’s degree or other experience2-5 years digital product owner experienceWhy Client? At Client, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams.
Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.