Reporting Product Owner

bernstein-network.de

Nashville, Tennessee, US
Base: $90,000 to $105,000; bonus/equity: not speci...
Client reporting workstream leadership
Agile methodologies
Cross-functional team collaboration
Lead the Client Reporting workstream and related initiatives, setting priorities and aligning roadmap decisions with senior Private Wealth leadership

Job Summary

  • Lead the Client Reporting workstream and related initiatives, setting priorities and aligning roadmap decisions with senior Private Wealth leadership.
  • Partner with sales teams and clients to gather feedback, identify enhancement opportunities, surface risks, and generate new reporting ideas.
  • You will play a critical role in shaping how clients experience their investment data, working at the intersection of technology, design, and advisory services.

Matching Summary

Lead the Client Reporting workstream and related initiatives, setting priorities and aligning roadmap decisions with senior Private Wealth leadership.

Salary

Base: $90,000 to $105,000; Bonus/Equity: Not specified; Benefits: Health insurance, wellness program, life/disability insurance, retirement savings plan, paid time off

Skills & Requirements

Must-have

  • Client Reporting workstream leadership
  • Agile methodologies
  • Cross-functional team collaboration
  • Data-driven decision-making
  • Stakeholder management
  • Financial services client-facing experience

Nice-to-have

  • Proactive and detail-oriented
  • Intellectual curiosity
  • Resilience and persistence
  • Creativity and sound judgment
  • Independent work under pressure

Key Requirements

  • 2+ years client-facing financial services experience
  • Digital product management experience
  • Experience in Agile development environments preferred
  • Familiarity with SQL or data querying tools a plus

Work Rights

Not specified

Tailored Resume

Cover Letter