Product Owner

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eMoney Advisor

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2000

💸 Finance

☁️ SaaS

🤝 B2B

Finance • SaaS • B2B

eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.

📋 Description

• Independently own and manage the product backlog for area of ownership by writing clear user stories and defining acceptance criteria, ensuring alignment with strategic objectives, and driving prioritization decisions in collaboration with leadership. • Independent Ownership of release execution, driving the process end-to-end, resolving dependencies, mitigating risks, and ensuring smooth, successful releases across the organization. • Understanding of area of ownership and impacts on other product areas. • Understanding analysis, processing and management of large financial data set and products • Manage strategic relationships with data providers and third parties. • Contribute to solutioning activities to identify how to solve priority problems for area of product ownership by collaborating with cross-functional teams to develop well-defined epics. • Support the team product roadmap, ensuring alignment with the overall product strategy while prioritizing features, setting timelines, and keeping stakeholders informed. • Contribute to the creation of key performance indicators (KPIs) to measure product success and user engagement. • Review, understand, and apply market and competitor information, learning how to identify trends and potential opportunities. • Participate in user research, analyzing feedback, and validating new features or concepts with end-users to ensure they address real customer needs. • Support customer engagement by participating in meetings, taking notes, and assisting with follow-up actions, while learning how to effectively gather customer feedback.

🎯 Requirements

• Bachelor’s degree or equivalent experience required • A minimum of three 2+ years’ experience in a combination of business analysis, product management, project management and/or software application development. • Team player with the ability to adapt to changing priorities and goals • Proven ability to manage a product backlog and write clear, actionable user stories. • Experience with agile methodologies and the software development lifecycle. • Basic understanding of market research, user research, and customer feedback. • Demonstrated experience in working with cross-functional teams, including design and engineering. • 2 years of experience in financial industry

🏖️ Benefits

• This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program • retirement contributions • health insurance • sick leave • parental leave • paid time off