Senior Product Associate - Client

Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.

As a Senior Product Associate in Branch Network - Client Central, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.

You will also support the team by effectively balancing ample knowledge of business needs and technology systems in order to create innovative strategies to support the many sales behavior and process changes related to the branch operating model and Customer Relationship Management. This individual will be responsible for coordinating delivery dates for initiatives, level-setting expectations of the cross-functional teams, developing strategies with stakeholders, and prioritizing several initiatives with competing priorities that will have profound impacts to the 40,000+ branch employees and ultimately our customer base.

This role requires flexibility, excellent organizational skills, strong attention to detail, team building, and an ability to identify and articulate banker behaviors and relationship process use cases.

• Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery

• Considers and plans for upstream and downstream implications of new product features on the overall product experience

• Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers

• Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle

• Writes the requirements, epics, and user stories to support product development

• Drive the vision of the Client Central to support relationship management behaviors in our branches.

• Work closely with the Product Owner and other team members to proactively plan and prioritize the product backlog and define product vision, road‑map and synergies.

• Lead collaborative partnerships with Product Owners and teams across technology, finance, legal and operations, ensuring completeness of business requirements, clear understanding of operational impacts and resolution of operational issues related to the requirements raised.

• Partner with Agility Lead to provide clear direction and vision to the Technology partners, Testing Teams and Stakeholders throughout the Agile Development Lifecycle.

• Act as a subject matter expert and owner of the agile creation of specific features and functionality to enhance Client Central, including creating and documenting user stories and refine acceptance criteria for development.

• Facilitate design sessions, stakeholder reviews and other branch readiness task through partnership with Learning, Communications, Behaviors and other teams.

• 3+ years of experience or equivalent expertise in product management or a relevant domain area

• Proficient knowledge of the product development life cycle

• Experience in product life cycle activities including discovery and requirements definition

• Developing knowledge of data analytics and data literacy

• Proven project management skills across the full project lifecycle

• Excellent communication and interpersonal skills

• Excellent presentation skills with the ability to convince and gain buy‑in to challenging requirements and time frames.

• Keen attention to detail and proven experience of interacting directly with end‑users, fact‑finding and drilling down into their needs and issues

• Proven ability to make decisions and exercise judgment independently

• Excellent skills with PowerPoint, Word, & Excel, analyzing and documenting complex business requirements

• Salesforce Administrator and/or experience