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Digital Wealth Management Professional

3 weeks ago


Melbourne, Victoria, Australia beBeeProduct Full time $99,364 - $141,317
About Us

We are a global technology organization that inspires innovation in the wealth management sector.

Our goal is to provide a truly immersive and digital experience for our clients, by investing heavily in transforming our technology stack.

The Opportunity

We seek a Functional Design Product Owner to help design and support the development of features and technical solutions that meet the needs of our clients.

  • You will work within our Product team and closely with our Technology team, making a significant contribution.
  • This is a permanent full-time opportunity based in Melbourne or Sydney.
Job Description

Key Responsibilities:

  • Translate Financial Advice work processes into user stories and functional specifications.
  • Document requirements analysis and specifications to optimize design and development outcomes.
  • Identify client requirements impacting system configurability and product sustainability.
  • Define acceptance criteria for effective testing.
  • Execute user acceptance testing to ensure business needs are met.
  • Provide supporting documentation for product features.
  • Manage competing resources and priorities.
  • Monitor deliverables and ensure timely completion of tasks.
  • Contribute to the product strategy and roadmap.
Required Skills and Qualifications

You will be someone with:

  • Domain knowledge and experience in the wealth management sector.
  • Understanding of and experience working with Salesforce.
  • A background in paraplanning or advice and looking for a new challenge.
  • A bachelor's degree in business, technology, or a related field.
  • A minimum of 5 years of experience in technology environments or projects.
  • Exceptional analytical and conceptual thinking skills.
  • The ability to influence stakeholders and work closely with them.
  • Excellent planning, documentation, and time management skills.
Benefits

This is a fantastic opportunity to join our team and contribute to the success of our organization. We offer a collaborative and dynamic work environment, where you can grow and develop your skills.

Others

Please note that this job description is a general outline of the role and responsibilities. The actual duties may vary depending on the specific requirements of the position.