Senior Product Owner, B2B Client Experience at Vanguard (Charlotte, NC)

| Charlotte, NC
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The Senior Product Owner will work closely with our Infosys partners to oversee Agile scrum teams, in the development of the Plan Sponsor experience, an intelligent platform that integrates Vanguard's expertise with industry-leading technology, changing the way Plan Sponsors deliver world-class retirement outcomes for participants. As part of this role you will have the opportunity to work with our Client Experience Owners, UX and Chief Product Owner to manage the development and delivery of critical features to realize the product vision.

In this role you will
  • Ensure outcomes are aligned with CX objectives and provide strong product management principles with a relentless focus on client needs.
  • Provides product management services on a product, applying functional expertise to improve product results.
  • Collaborates with cross-functional teams and Client Experience Owners to create best practices that drive significant change to the client experience digital platforms.
  • Coaches product teams towards best practices and learnings.
  • Partners with stakeholders to resolve production and implementation issues in a timely manner, and supports/drives escalations where required to enable rapid delivery.
  • Leads the planning, development and implementation of a new product. Works closely with Client Experience Owners and UX to define and analyzes markets, develop detailed product features and requirements, and create a product roadmap to realize the final vision.
  • Employs a variety of qualitative and quantitative analysis techniques to continually improve the user experience.

Story Readiness and Acceptance Criteria (GWT's)
  • Document the requirements for key functions, deconstructing the epic into actionable user stories in JIRA/Confluence.
  • Develop feature acceptance criteria for each of the stories and get them ready for Agile scrum teams.
  • Work with UX/UI to create or update designs for upcoming sprints.

Product Backlog Management
  • Translate product roadmap into product backlog - Liaise with the Chief PO to ensure that the strategic intent of any solution that is developed meets both the client and business goals.
  • Manage product backlog - Manage, adjust for risk, and prioritize product backlog with the focus on execution for at-least 3 sprints. Ensure that work items are sequenced according to priorities set by the Chief PO.
  • Backlog refinement - Lead backlog refinement to deconstruct, refine and estimate story size, add acceptance criteria and enable long term technical planning.
  • Product Health - Manage and prioritize defects, technical enhancements along with product features to maintain holistic product health.

Daily Scrum Activities
  • Be available for the team in all scrum ceremonies meetings including standups, retrospectives, and sprint reviews.
  • Answer questions from developers and clarify acceptance criteria's. Be available to any member of the scrum team, at any time, to answer any question related to the team's current commitments.
  • Work with scrum team managers to maintain a continuous velocity stream, ensure quality, eliminate escaped defects, and motivate the team.

  • Ensure digital platform standards are adhered to
  • Managing feedback loop with Client Experience Owners and Chief POs
  • Help out in case resources fall short, e.g. for testing
  • Collaborate with Chief PO for feature KPI's and aligning them to the digital platform KPI's
  • Collaborate with Chief POs for feature analytics allowing product teams to understand usage, insights and enhancement opportunities.
  • Managing dependencies within the team (client and backend)

A design experience that delivers

A critical component of the Vanguard flywheel is delivering a world-class client experience. With that in mind, the Business to Business Client Experience Institutional sub-division was created in 2019 to enhance our clients' experiences and to differentiate Vanguard from competitors that adopt aspects of our low-cost investment philosophy. We create meaningful world-class experiences that exceed client expectations, positioning Vanguard as the trusted financial partner and industry disruptor. This role will join the broader B2B CX family, supporting the Plan Sponsor digital experience that serves Plan Sponsors and Consultants.

What it takes

  • Minimum of five years related work experience. Two years of managing a project preferred. Financial Services or function-specific experience preferred.
  • Undergraduate degree or equivalent combination of training and experience.

  • Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.
  • Demonstrated ability to achieve results while working in cross-functional environment
  • Demonstrated experience with facilitation, situational awareness, conflict resolution, continual improvement, empowerment, and increasing transparency.
  • Demonstrated experience implementing and executing Agile principles with strong digital and technical skills.
  • Demonstrated experience and deep understanding of user experience best practices.

Special Factor:

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we're changing the way the world invests.

For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let's make it count.

Inclusion Statement

Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Future of Work

During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

The working model that your role falls into will be communicated to you in the interview process - please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.
More Information on Vanguard
Vanguard operates in the Fintech industry. The company is located in Valley Forge, PA, Charlotte, NC and Scottsdale, AZ. Vanguard was founded in 1975. It has 20252 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 124 open jobs at Vanguard, click here.
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