Experience Owner II - Investment Management

Experience Owner II

Citizens Wealth Management offers industry-leading, innovative solutions crafted for the complex needs of high-net-worth individuals, families, and foundations. In this role, you will own the end-to-end experience for Citizens Wealth Management's Portfolio Management and Trading Platform, leading an Agile Pod and cross-functional team of technologists, designers, and researchers to deliver a modernized solution that enhances advisor workflows, improves operational efficiency, and supports scalable investment management capabilities. As an Experience Owner II, you will combine strategy, thought leadership, and execution to shape the advisor and operations experience across portfolio construction, trade execution, rebalancing, and integration with custodial and compliance systems. You will serve as the voice of the user, aligning business goals with technology delivery to drive innovation, efficiency, and scalability across the investment lifecycle. The Experience Owner II collaborates with business, technology, and third-party partners to prioritize and deliver new features from conception through production in agile development, ensuring key outcomes and goals are met. The Experience Owner II role will define, develop, and lead the implementation of product roadmaps and capabilities to support business and customer needs. The Experience Owner II will use agile methodologies across product teams to drive the continued transformation from a project-based to a product-based organization focused on maximizing the value of the customer experience. The Experience Owner II will use a collaborative approach and "digital-first" mindset to help Citizens Bank create and implement innovative products and solutions that supports Private Wealth Management and Citizens Wealth Management lines of business. The Experience Owner II will be partner with stakeholders to foster an agile mindset across product teams to drive optimal team performance. Finally, the Experience Owner II will identify trends in the external marketplace to ensure adoption of the product, and that the product is designed with the customer in mind. In collaboration with the neighborhood lead, the Experience Owner will also co-develop the roadmap for continuous growth and improvement of product outcomes and customer experience.

Responsibilities :

Develop and maintain a product roadmap for the Portfolio Management and Trading Platform, focused on delivering exceptional advisor and client experiences, enabling scalable investment management, and supporting business growth. Translate high-level vision into detailed requirements and acceptance criteria, and ensure the Agile Pod delivers against agreed-upon standards for quality, scope, and value.

Partner with business stakeholders across Citizens Private Wealth Management and Citizens Wealth Management to understand strategic needs and translate them into actionable platform capabilities. Key areas of focus include :

• Integrating with third-party SaaS platforms to deliver a unified advisor experience and unlock advanced portfolio management and trading functionality.
• Automating end-to-end workflows to eliminate manual, email-based trading and servicing processes, streamlining execution across custodians and Trust operations.
• Enabling Straight Through Processing (STP) through intelligent data integrations and multi-custodian connectivity, improving speed, accuracy, and transparency.
• Improving data integrity and governance to proactively reduce operational errors, enhance reconciliation, and support regulatory compliance.
• Modernizing investment operations to drive scalability and efficiency across advisory channels and investment programs through process innovation and automation.

Work closely with delivery teams to ensure they build the right functionality in a timely manner.

Facilitate team continuous discussion of innovative ways to improve products and services.

Understand, read, and analyze team results and agile metrics so to effectively communicate progress on product roadmap against the mission and OKRs.

Use market and industry knowledge to generate criteria to inform end-user needs. Integrate product research and requirements to enhance user satisfaction and ensure customer driven design.

Translate strategy into actionable tasks, and work with cross-functional agile teams to ensure execution on those requirements. Create, prioritize, and refine backlog in collaboration with leaders and partners to deliver the most valuable work first, while ensuring technical integrity of all features or components.

Frequently review and analyze metrics and OKRs to update key stakeholders on progress against product roadmap.

Serve as key leader on agile team(s) :

Required Experience :

7+ years of experience with Wealth Management technology ecosystems, including trade order management systems (OMS), portfolio rebalancing tools, and data integration framework.

3+ years of proven leadership in Agile environments and cross-functional teams.

3+ years of experience with vendor governance, fintech evaluation, and risk management.

Hands-on experience in Wealth Management organizations, with a deep understanding of workflow design, trade lifecycle management, model portfolio construction, and integration with custodial and execution systems.

Demonstrated experience in third-party vendor management and governance, including evaluating fintech and service provider capabilities, ensuring alignment with strategic objectives, and overseeing ongoing performance, compliance, and risk management.

Prior experience leading Agile Pods or cross-functional teams through rapid delivery cycles and transformation initiatives in a dynamic environment.

Demonstrated success applying Agile methodologies (e.g., XP, Kanban, Crystal, FDD), design thinking, and front-to-back process reengineering to deliver innovative, scalable solutions.

Track record of translating strategic vision into minimal viable products (MVPs) and further refining into actionable requirements, features, and user stories.

Experience navigating ambiguity, proactively engaging cross-functional teams to identify dependencies, align priorities, and drive coordinated execution across complex initiatives.

Demonstrated ability to produce detailed functional and information requirements, including crafting compelling narratives that drive stakeholder understanding and buy-in.

Proven success managing complex stakeholder landscapes, including legal, risk, compliance, sales, enabling teams, and external vendors, to ensure alignment and seamless delivery.

Extensive experience influencing and building relationships, resolving conflicts independently, and achieving mutually beneficial outcomes across diverse stakeholder groups.

Experience managing shifting priorities, consistently delivering high-impact outcomes under evolving business conditions and competing demands.

Extensive experience communicating with executive audiences, with a proven ability to present complex work clearly and succinctly to stakeholders at all levels of the organization.

Required Competencies :

Customer-Centered Mindset : Demonstrated commitment to delivering value through intuitive, impactful experiences that meet the evolving needs of advisors and clients.

Leadership & Talent Development : Proven ability to unlock potential within cross-functional teams by fostering collaboration, growth, and accountability.

Outcome Orientation : Track record of driving measurable results through strategic prioritization, disciplined execution, and continuous improvement.

Innovation & Change Leadership : Experience leading transformative initiatives that challenge the status quo and introduce new ways of working across business and technology.

Technical & Domain Expertise : Deep, current knowledge of Wealth Management products, services, and platforms, including portfolio management, trading systems, and data integration.

Agile Delivery Excellence : Advanced proficiency in Agile methodologies (e.g., Scrum, Kanban, XP), with experience leading pods or squads through iterative delivery and transformation.

Requirements & Experience Design : Demonstrated ability to apply design thinking and user-centered approaches to define and deliver impactful solutions.

Executive Communication & Influence : Strong presence and clarity in communicating with senior leaders, aligning stakeholders, and driving consensus across diverse audiences.

Collaborative Mindset : Positive, proactive approach to team engagement, with the ability to motivate, influence, and resolve conflicts to achieve shared goals.

Preferred Experience :

Bachelor's degree

Experience establishing risk-based controls within a highly regulated environment.

Experience with new product / program launches and development of go-to-market launch plan.

Hours and Work Schedule :

Hours per Week : 40

Work Schedule : Monday - Friday (8 : 00 AM ET 5 : 00 PM ET)

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