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Product Delivery- Lead

2 months ago
United States
Full-time
Lead
Product Owner
Product Management
Scrum
Apply Now
D.A. Davidson Companies

D.A. Davidson Companies

D.A. Davidson Companies is a diversified financial services company offering expertise in wealth management, capital markets, investment banking, trust and asset management. With a tradition of personalized client service, our advisors provide trusted ...

Capital Markets
1K-5K
Founded 1935
View All Jobs 6

Description

  • Analyze, maintain, implement, and continuously improve the TRAX internal workflow application.
  • Lead change management discussions with Wealth Management, Operations, and other impacted departments.
  • Build business requirements for future integrations, workflows, and platform enhancements.
  • Lead complex, high-profile initiatives across all project phases while balancing priorities, timelines, and resources.
  • Represent the department on major firm-level projects across Wealth Management, Operations, IT, and other divisions.
  • Align priorities with the product roadmap and communicate product strategy to senior leaders.
  • Lead release evaluation, planning, and prioritization with the advisory team and manager.
  • Partner with business stakeholders to translate branch and operations needs into clear application and operational requirements.
  • Gather and analyze requirements through interviews, documentation review, surveys, and workflow analysis.
  • Collaborate with IT, developers, and external vendors to maintain platform stability, manage incidents, and resolve complex issues.
  • Act as the primary liaison with external software vendors for requirements definition and ongoing enhancements.
  • Lead development of training resources, procedural documentation, and team training for the platform.

Requirements

  • Bachelor's degree or equivalent work experience.
  • 2-3 years of relevant business experience.
  • Prior experience or working knowledge of the securities industry.
  • Certified Scrum Product Owner (CSPO) or similar certification preferred.
  • Understanding of iterative development and the software development process.
  • Experience in product management, stakeholder management, market and user research, technology management, and process design.
  • Proven success developing business cases, roadmaps, and product execution strategies for complex or large-scope products and integrations.
  • Advanced skills in Microsoft 365, with particular emphasis on CoPilot AI.
  • Strong analytical skills, attention to detail, and logical problem-solving ability.
  • Ability to adapt in a high-impact environment, prioritize effectively, and meet deadlines.
  • Excellent communication, collaboration, influence, facilitation, and executive communication skills across all organizational levels.
  • Ability to follow policies and procedures, maintain client confidentiality, and maintain regular, predictable attendance.

Benefits

  • Competitive salary with a base pay range of $76,237 to $88,667 per year.
  • Medical, dental, and vision insurance.
  • Company 401(k) and ESOP contribution.
  • Generous sick, vacation, and maternity/parental leave.
  • Paid holidays.
  • Professional development opportunities.
  • Tuition reimbursement up to a $15,000 lifetime cap.
  • Discounted personal insurance, including home, auto, and recreational vehicles.

Interested in this position?

Apply directly on the company website

Apply Now

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