Product Owner

• A minimum of 2 years of industry experience as a Product Owner in an Agile software

development environment

• Demonstrable understanding of Agile product management principles with Scrum

• Working knowledge of the Atlassian suite (Jira & Confluence) or similar tools

• CSPO certification or equivalent work experience

• Working knowledge of SQL

• Working knowledge of APIs

• Working knowledge and experience using AI tools, including

ChatGPT/Claude/Gemini/Figma Make to create Product Artifacts

• A business or technical degree

• Professional proficiency in English and Spanish

• Learning agility - the ability to quickly adapt to new business domains and technical

concepts and apply them in delivering value

• Leadership - proven ability to lead a high-performance team and deliver in a fast-paced

and dynamic environment

• Collaboration - able to work collaboratively in a team-of-teams development

environment

• Communication - able to clearly and concisely communicate in verbal and written form

to both internal and customer stakeholders, with emphasis on understanding the

customer's perspective

• Organization - being very consistent and structured in managing information,

documentation, agile boards and other artifacts produced

• Experience working as an agile Product Owner in a professional services organization,

delivering software development solutions for clients

• Experience working in WealthTech, FinTech or Enterprise software

• Knowledge of the different wealth management services (advisory, discretionary, etc.)

• Demonstrated experience moving into new business domains and quickly adapting

• Experience trading stocks or making personal investment decisions

The Role

The Product Owner, Services is embedded in a cross-functional Product Team and fulfills the

primary accountabilities outlined below for client-sponsored projects.

The Product Owner, Services plays an important role in the sale and scoping of service

based engagements.

The Product Owner fulfills the following responsibilities for all assigned Products and Projects

The Successful Candidate

The Work Environment

• Defining and communicating the requirements and business value in collaboration with

the client, solution engineering and other stakeholders; and documenting those

requirements in a Product Requirements Document and Statement of Work.

• Maintaining and prioritizing a sufficient backlog of ready-to-work backlog items to

facilitate Sprint Planning

• Accepting User Stories as being completed based on their established acceptance

criteria and Definition of Done. In so doing, the Product Owner also fulfills a critical

quality assurance function, focusing primarily on fitness for use.

• Proactively participate in release and product increment planning

• Contributing to the Product Roadmap to realize the goals of the Product Vision and

Strategy.

• Collaborating with Product Team members in writing stories, taking accountability for

having a backlog of ready stories and prioritizing them for Sprint Planning

• Collaborating with Scrum Masters to practice agility and capitalize on Scrum to maximize

the product value and ensure continuous improvement.

• Ensuring that User Stories are "ready" for development to start work according to an

established "Definition of Ready" in collaboration with the Product Team

• Ensuring each User Story has the necessary Acceptance Criteria defined in collaboration

with the Product Team

• Coordinating dependencies and activities with other Product Owners as necessary

• Sharing market and client information and business insights with the Product Team to

give context to the requirements to help ensure that the right problems are being solved

by the team

• Continuously developing relevant product domain expertise and sharing that expertise

with the Product Team

• Tracking progress towards Product Increment and Release objectives and

communicating to the organization

• Prioritizing customer-reported deficiencies, defects and enhancements as part of the

Product Backlog.

• Leading Program Increment (PI) planning activities for the Product Team

• Participating in all Agile ceremonies with the Product Team, including daily standups,

sprint planning, backlog refinement, demos and retrospectives.

• Presenting the summary of work for the Product Team in Sprint Reviews and inviting

appropriate stakeholders to give feedback.

• Understanding the Product Vision and Product Strategy and articulating it to the Product

Team

• Reviewing and contributing to the user and technical guides to ensure that they are

updated and completed to coincide with Release milestones, and ensures that all

product documentation follows corporate standards and practices

• Preparing product release documentation

• Preparation of product collateral to ensure relevance and accuracy

• Representing the voice of the customer within the Product Team to ensure that solutions

are built to deliver value to the customer

• Continuously building and maintaining productive relationships with customers

• This opportunity is offered at one of our offices: Toronto, Canada, or Madrid, Spain. We

are currently working in a hybrid environment, with 3 days in the office.

• Occasional travel to client offices may be required.