At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless,

What we need :

The Product Owner, Annuity and Account Opening and Solutions role is responsible for product ownership of Annuity Servicing and Account Opening related capabilities, enabled via Ceteraâ€™s digital platform AdviceWorks®. Reporting to a Product Manager, this role owns user story and requirements documentation and solution design and execution for different features and functionality and will help drive the product strategy/roadmap in collaboration with product managers and business partners. Candidates need to possess a strong, integrated skillset that combines digital product development/ownership skills with business analyst skills. They should also be capable in leading and collaborating within a matrixed team structure and successfully delivering complex technology solutions in a fast-paced, dynamic environment. This individual will also play a key role in business process analysis, product testing, training & education, marketing/communications, go-to-market activities, and ongoing support related activities.

What you will do:

Collaborate with financial professionals, members of their teams, and internal business partners to co-operatively design new features/enhancements for annuity servicing and account opening capabilities.
Partner with key stakeholders and subject matter experts to analyze, understand, and document business needs and objectives. Develop features with an experience first mindset. Understand and drive improvements in end to end experience for financial professionals and staff.
Gather and document requirements, write user stories and acceptance criteria.
Construct user journey maps/flows, process flows, and other supporting visual and requirements documentation.
Assist in the management of product roadmaps and backlog and make prioritization decisions based on business priorities, user feedback, and consumer and market needs.
Partner with program/project management, user experience, development, and testing teams to execute and deliver against shared business objectives and delivery milestones. Drive awareness and promote the usage of digital solutions by presenting and/or showcasing their value and benefits internally within the company, at conferences and events, and/or with prospective financial advisors/institutions.

What you need to have (basic qualifications):

5+ years of digital product management and/or related experience with financial advisor products/solutions with an emphasis on annuity purchases and servicing. Financial Services experience required and other vertical industries a nice to have.
Experienced leader and/or influencer of people and distributed teams.
Ability to be a thought leader and drive both the vision & strategy and the execution of a digital product/solution.
Data and insight driven approach to understanding the marketplace, customer needs (end-consumer and financial professional), and competitor offerings.
Proven ability to engage, collaborate, and engender trust with other teams (including user-experience and development teams).
Lean/design thinking/user centered design approach to product vision, design, and roadmap management.
Passion for following and understanding technology trends with the ability to understand how to take advantage of them from a product roadmap and innovation perspective. Ability to understand technical subject matter and make informed decisions/trade-offs in partnership with application development and engineering teams.

Really catch our eye with (preferred qualifications):

Customer-centric approach to everything you do.
A style of working that combines a bias for action with a problem-solving mindset, a can-do attitude, the ability to adapt quickly, and a collaborative, team-based approach to success.
Strong set of personal traits and values that complement Ceteraâ€™s core values of trust, transparency, and people first.
Ability to excel under pressure and prioritize multiple tasks simultaneously while delivering on-time and with quality.
Ability to synthesize data and information into recommendations and then drive the execution based on those recommendations.
Exceptional communication and presentation skills; comfortable presenting to executives, facilitating discussions with end-clients and/or groups of financial professionals, etc.
Entrepreneurial/innovative driver of change and new ways of working.

Compensation:

The salary range for this role is $132,000 - $167,000 plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

#LI- Remote

What we give you in return:

Not many teams can say that they support peopleâ€™s dreams coming to lifeâ€¦ We happen to do that every day. And as important as we know your career is, we recognize that thereâ€™s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship
Easy access to mental health benefits to meet our team members and their families where they are
20+ days of paid time off (PTO), paid holidays, and 2 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years
Paid parental leave to support all team members with birth, adoption, and foster
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more

About Cetera Financial Group:

Cetera Financial Group Â® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

" Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , and First Allied Securities .

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note : this recruitment assignment is being managed directly by Ceteraâ€™s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Cetera Financial Group

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