Are you excited by the power of digital technology to drive better client experiences? Are you an analytical thinker? Do you want to use your superior analytical skills and creativity to innovate a user friendly digital wealth management experience?

Key responsibilities include:
• Initial project planning - defining goals and objectives, scope, business rationale, high level requirements
• Perform analysis to understand current functionality gaps and obtain user perceptions
• Coordinate and lead meetings with SME's and key stakeholders to gather requirements/user stories
• Prepare feature overview material for Legal/Compliance, coordinate feedback incorporation with design/dev teams and copy reviews as necessary
• Work with Systems Analyst and/or TPM to enumerate functional and technical tasks required to enable features and functionality
• Present functional overview in order for development team to assess cross-functional effort required to enable functionality
• Decompose features and functionality into well-formed user stories to enable cross functional communication.
o Ensure user stories contain all necessary information and data.
o Document learnings in an accessible and organized manner
• Partner with UX/UI team to conduct focus groups with users and home office stakeholders to obtain feedback on proposed user experience and interface.
• Coordinate, prepare for and conduct SME and key stakeholder status meetings. Report status to key stakeholders and management regularly.
• Coordinate QA and UAT effort. Conduct detailed QA testing
o Provide tool training to QA team.
o Provide guidance on and sign off on testing approach and testing plans.
• Provide signoff on production ready code