We are seeking a Product Owner to lead our Client Reporting workstream, partnering closely with the VP of Client Reporting and senior stakeholders across the Private Wealth business.
Who You'll Work With:
The Reporting workstream owns the strategy and delivery of client-facing reporting across digital and print channels, including our web and mobile platforms and on-demand report delivery tools used by high-net-worth clients and advisors.
Using Agile methodologies, the Reporting Product Owner works cross-functionally across business, technology, design, and operations teams to identify and deliver the highest value reporting initiatives for clients.
This role plays a key part in shaping the future of digital reporting, balancing strategic vision with hands-on execution.
What You'll Do:
Lead the Client Reporting workstream and related initiatives, setting priorities and aligning roadmap decisions with senior Private Wealth leadership
Partner with sales teams and clients to gather feedback, identify enhancement opportunities, surface risks, and generate new reporting ideas
Conduct competitive research within and beyond the financial services industry to inform the long-term vision for reporting
Act as Product Owner in an Agile development environment, partnering with analysts, engineers, and QA to clarify requirements, prioritize the backlog, and support efficient delivery
Track and analyze reporting usage metrics, including adoption trends and client demographics, to inform prioritization and decision-making
Test new reports and enhancements to ensure solutions meet the needs of clients and internal stakeholders
Collect post-release feedback from sales teams and clients to evaluate outcomes and inform continuous improvement
Present roadmap updates, trade-offs, and recommendations to executive stakeholders
What We're Looking For:
2+ years of experience in a client-facing role within financial services, or experience in digital product management in a related industry
Demonstrated ability to manage multiple initiatives, assess trade-offs, and adapt priorities in a fast-paced environment
Strong analytical mindset with a passion for data-driven decision-making and continuous improvement
Resilience and persistence in driving complex initiatives through obstacles to successful delivery
Excellent communication, interpersonal, and stakeholder management skills, with the ability to influence across disciplines and seniority levels
A proactive, detail-oriented approach combined with creativity and sound judgment
Ability to work independently under pressure while also contributing effectively as part of a team
Proficiency with Microsoft Office tools
Experience working in Agile development environments preferred
Familiarity with SQL or data querying tools a plus
Who We Are:
You will play a critical role in shaping how clients experience their investment data, working at the intersection of technology, design, and advisory services. This role offers visibility with senior leadership, meaningful client impact, and the opportunity to influence the future of digital reporting at scale.
The Reporting workstream manages client-facing reports in all digital and print formats including My Bernstein (Online & Mobile App) and Report Center. Using Agile Methodologies, the Reporting Product Owner partners with Business Analysts, Technology, Design, Performance Reporting, Client Reporting, Operational, and Sales and Senior Management teams to identify and implement the highest value-add reporting projects for our clients.
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:
Base Salary Range: $90,000 to $105,000
Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off
All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB’s policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
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What We Do
AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $500 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.
