Product Delivery Lead

New
Open to any location across the Davidson footprintFull-TimeLead
Salary76,237 - 88,667 USD per year
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Job Details

Experience
2-3 years
Required Skills
Product ManagementStakeholder managementChange Management

Requirements

  • Bachelor's degree or equivalent work experience.
  • 2-3 years of relevant business experience.
  • Prior experience or working knowledge of the securities industry.
  • Expertise in product management, stakeholder management, and process design.
  • Proven success developing business cases, roadmaps, and product execution strategies.
  • Advanced skills in Microsoft 365 suite, with particular emphasis on CoPilot AI.
  • Strong analytical skills and logical problem-solving abilities.
  • Understanding of iterative development and software development processes.
  • Excellent communication, facilitation, and executive influence skills.
  • Certified Scrum Product Owner (CSPO) or similar certification is preferred.

Responsibilities

  • Lead and direct complex, high-profile initiatives across all project phases.
  • Serve as a primary representative for major firm-level projects across Wealth Management, Operations, and IT.
  • Partner with business stakeholders to translate branch and operations needs into clear application, workflow, and operational requirements.
  • Collaborate with IT, developers, and external vendors to maintain platform stability and manage incidents.
  • Gather and analyze requirements through interviews, documentation review, and workflow analysis.
  • Lead development and maintenance of training resources, procedural documentation, and ongoing training.
  • Coordinate release evaluation, planning, and prioritization with the advisory team.
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76,237 - 88,667 USD per year
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