Verified Job
Work from home
Product Delivery- Lead
Work from home
#43998
Remote / WFH
confidential · India · via IxDF
Job Description
[REDACTED] is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients' financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary/Function:
Apply and expand expertise gained from education and work experience in the securities industry to analyze, maintain, implement, and continually enhance the internal workflow application (TRAX). The employee will balance responsibilities across training, platform and integration development, managing incidents and changes, and strategic planning for the platform. This role leads Change Management discussions with Wealth Management, Operations, and other affected departments, and builds business requirements for future integrations and workflows. Collaboration with internal teams and external partners is required to implement processes in the workflow, identify opportunities, resolve complex issues, and provide input on solutions for evolving regulatory demands and organizational changes. Additionally, this position supports the manager as lead analyst by researching major projects, training team members, and offering expert technical knowledge on the platform.
Qualifications/Requirements:
• Bachelor's degree or equivalent work experience
• Certified Scrum Product Owner (CSPO) or similar certification is preferred
• 2-3 years relevant business experience
• Prior experience or working knowledge of the securities industry
• Understand fundamentals of iterative development, software development process and procedures
• Expertise in the principles of Product Management, stakeholder management, market and user research, technology management, and process design
• Proven success developing business cases, roadmaps, product execution strategies for complex or large-scope products and integrations
• Strong analytical, product management, and attention to detail
• Logical problem solver with ability to adapt in a high-impact environment, prioritize, and meet deadlines
• Advanced skills in Microsoft 365 suite with particular emphasis on CoPilot AI
• Lead with integrity, honesty, and expertise to support [REDACTED]'s culture, values, and mission
• Ability to follow policies and procedures, maintain client confidentiality, and maintain regular, predictable attendance
• Excellent communication, collaboration, and influence skills among all organizational levels; strong facilitation and executive communications skills
Summary/Function:
Apply and expand expertise gained from education and work experience in the securities industry to analyze, maintain, implement, and continually enhance the internal workflow application (TRAX). The employee will balance responsibilities across training, platform and integration development, managing incidents and changes, and strategic planning for the platform. This role leads Change Management discussions with Wealth Management, Operations, and other affected departments, and builds business requirements for future integrations and workflows. Collaboration with internal teams and external partners is required to implement processes in the workflow, identify opportunities, resolve complex issues, and provide input on solutions for evolving regulatory demands and organizational changes. Additionally, this position supports the manager as lead analyst by researching major projects, training team members, and offering expert technical knowledge on the platform.
Qualifications/Requirements:
• Bachelor's degree or equivalent work experience
• Certified Scrum Product Owner (CSPO) or similar certification is preferred
• 2-3 years relevant business experience
• Prior experience or working knowledge of the securities industry
• Understand fundamentals of iterative development, software development process and procedures
• Expertise in the principles of Product Management, stakeholder management, market and user research, technology management, and process design
• Proven success developing business cases, roadmaps, product execution strategies for complex or large-scope products and integrations
• Strong analytical, product management, and attention to detail
• Logical problem solver with ability to adapt in a high-impact environment, prioritize, and meet deadlines
• Advanced skills in Microsoft 365 suite with particular emphasis on CoPilot AI
• Lead with integrity, honesty, and expertise to support [REDACTED]'s culture, values, and mission
• Ability to follow policies and procedures, maintain client confidentiality, and maintain regular, predictable attendance
• Excellent communication, collaboration, and influence skills among all organizational levels; strong facilitation and executive communications skills
