Product Delivery – Lead

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee and guide intricate, high-profile initiatives throughout all project phases, managing competing priorities, timelines, and resources while ensuring alignment with the firm's product roadmap and strategic goals.

• Act as a key representative for significant firm-level projects, representing the department across Wealth Management, Operations, IT, and other divisions. Provide expertise and support for complex projects and enhancements to D.A. Davidson's platforms and tools.

• Collaborate with the Manager and stakeholders to synchronize priorities with D.A. Davidson’s product roadmap and gather feedback. Convey product strategy to senior leadership.

• Direct the evaluation, planning, and prioritization of releases with the advisory team and manager to address issues and meet firm objectives efficiently.

• Prioritize tasks in accordance with enterprise, division, and product strategies. Clearly communicate the rationale and implications of prioritization decisions.

• Work alongside business stakeholders to understand branch and operational needs and convert them into precise application, workflow, and operational requirements.

• Collect and assess requirements through interviews, documentation review, surveys, and workflow analysis to uncover genuine business needs and guarantee successful project execution.

• Demonstrate the ability to communicate and present technical requirements and dependencies effectively, whether in person, online, or over the phone.

• Collaborate intimately with IT, developers, and external vendors to uphold platform stability, manage incidents and issues to ensure seamless daily operations, define technical objectives, and balance usability with performance.

• Serve as the primary contact with external software vendors for defining requirements, resolving issues, and facilitating ongoing platform enhancements.

• Lead the creation and upkeep of training resources, procedural documentation, and continuous training for the internal D.A. Davidson team.

• Undertake additional responsibilities and special projects as needed.

⛳️ Requirements

• Bachelor's degree or equivalent professional experience.

• Certified Scrum Product Owner (CSPO) or a similar certification is preferred.

• 2-3 years of relevant business experience.

• Previous experience or working knowledge of the securities industry.

• Familiarity with the fundamentals of iterative development, software development processes, and procedures.

• Proficiency in the principles of Product Management, stakeholder management, market and user research, technology management, and process design.

• Proven ability to develop business cases, roadmaps, and product execution strategies for complex or large-scope products and integrations.

• Strong analytical skills, product management acumen, and attention to detail.

• Logical problem solver with the capability to adapt in a high-impact environment, prioritize tasks, and meet deadlines.

• Advanced proficiency in the Microsoft 365 suite, particularly with CoPilot AI.

• Demonstrate integrity, honesty, and expertise to uphold D.A. Davidson's culture, values, and mission.

• Ability to adhere to policies and procedures, maintain client confidentiality, and ensure regular and predictable attendance.

• Excellent communication, collaboration, and influencing skills across all levels of the organization; strong facilitation and executive communication abilities.

🏝️ Benefits

• Medical, Dental, and Vision coverage.

• Company 401(k) and ESOP contributions.

• Generous sick leave, vacation time, and maternity/parental leave.

• Paid holidays.

• Opportunities for professional development.

• Tuition reimbursement with a lifetime cap of $15,000.

• Discounted personal insurance, including home, auto, and recreational vehicles.

• Charitable gift-matching program.

• Davidson Day of Giving – Our tradition of positively impacting the communities where we live and work.