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Job Description

Cetera Financial Group is hiring an Associate Digital Product Owner to help steer and improve the firm’s custodial platform capabilities and experiences. In this onsite role in the United States, you will work closely with business, technology, operations, risk and compliance, and third-party partners to turn evolving needs into clear requirements and deliver enhancements from discovery through implementation.

What you’ll do

  • Support the management and prioritization of the product backlog using business value, user needs, operational impact, and strategic priorities.
  • Translate platform opportunities and business needs into user stories, requirements, and acceptance criteria.
  • Participate in backlog refinement and other Agile product-development activities.
  • Partner with technology teams to clarify requirements, address questions, and help ensure solutions align with business expectations.
  • Coordinate and support User Acceptance Testing (UAT), including test planning, issue tracking, validation, and business sign-off.
  • Assist with validating features and enhancements before production releases.
  • Build working knowledge of custodial platform capabilities, integrations, workflows, and related business processes.
  • Support platform enhancements, defects, maintenance, vendor initiatives, and ongoing modernization efforts.
  • Evaluate requests and platform issues to understand business impact, dependencies, risk, and potential downstream effects.
  • Collaborate with internal stakeholders and external providers to research issues and identify appropriate solutions.
  • Help maintain product and platform documentation, requirements, process flows, release information, and related artifacts.
  • Serve as a coordination point between business stakeholders and technology partners for assigned capabilities and initiatives.
  • Work with third-party providers and custodial partners to understand product capabilities, upcoming changes, defects, and enhancement opportunities.
  • Communicate product changes, risks, dependencies, decisions, and implementation considerations to stakeholders.
  • Help ensure operational readiness for new capabilities and platform changes.
  • Gather feedback from users and stakeholders to identify pain points and opportunities to improve the experience.
  • Use data, feedback, and business insights to prioritize enhancements and measure outcomes.
  • Research platform capabilities and potential solutions to support product recommendations.
  • Identify opportunities to simplify processes, improve self-service capabilities, reduce manual work, and create more consistent user experiences.
  • Support continuous improvement across the overall custodial platform ecosystem.

What you bring

  • Strong analytical, problem-solving, and organizational skills.
  • Ability to translate business needs into clear requirements and actionable work.
  • Strong written and verbal communication skills.
  • Ability to manage multiple priorities while working effectively across business and technical teams.
  • Strong attention to detail with awareness of broader business objectives.
  • Demonstrated ability to build relationships and collaborate across an organization.
  • Curiosity and willingness to learn complex platforms, processes, and technologies.

Benefits

  • Inclusive health, dental, vision, and life insurance plans.
  • Easy access to mental health benefits.
  • 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days.
  • 401(k) savings plan with a generous company contribution (up to 5%).
  • Paid parental leave to support all team members with birth, adoption, and fostering.
  • Health Savings and Flexible Spending Account options.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
  • Paid caregiver leave for time away from work when caring for an ill or recovering family member.
  • Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits.

Preferred experience

  • Experience working in financial services, wealth management, brokerage, custody, fintech, or a related industry.
  • Experience with product management, business analysis, technology delivery, operations, or platform management.
  • Familiarity with Agile/Scrum product-development practices.
  • Experience developing user stories, requirements, acceptance criteria, or process documentation.
  • Experience participating in UAT or technology implementations.
  • Experience working with third-party technology or financial-services providers.

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