Senior Product Owner - Financial Services (Remote)

Full-time - Senior

San Antonio, TX

About the position

The Senior Product Owner - Financial Services is responsible for defining and managing the strategic direction of the product portfolio, ensuring alignment with overall business objectives. This role involves collaborating with cross-functional teams - including product marketing, sales, development, CRM, pricing, and customer support - to develop and communicate a clear product roadmap. The Sr. Product Owner will manage all Scrum team activities, foster cross-team collaboration, and serve as the central communication point to ensure alignment and clarity across departments. Key responsibilities include defining and maintaining the product backlog, breaking down epics into actionable features and user stories, and prioritizing tasks based on business and technical needs. They will work closely with the pricing team to develop competitive pricing strategies and with product marketing to create effective go-to-market plans and sales enablement tools. This role requires continuous development of market and technical knowledge to inform product decisions, leveraging CRM tools and customer insights to guide product enhancements. The Sr. Product Owner will oversee the execution of the product development process, monitor performance against key KPIs, and make data-driven decisions to optimize the product portfolio. As the Subject Matter Expert (SME), the Sr. Product Owner will support clients through direct engagement and represent the product at various speaking engagements, webinars, and public forums, driving product awareness and market presence.

Responsibilities

• Define and manage the strategic direction of product portfolio, aligning it with overall business objectives.
• Collaborate with cross-functional teams to develop a clear product roadmap.
• Regularly update and communicate the roadmap to stakeholders, ensuring alignment and clarity.
• Manage all activities of the Scrum team, including Daily Stand Ups, Planning, Grooming, and Retrospectives.
• Create a relationship with the Scrum Team that fosters mutual respect and collaboration.
• Act as the central communication point between development, sales, marketing, CRM, pricing, and customer support teams.
• Define and maintain the product backlog, breaking down epics into features and creating detailed user stories.
• Ensure the backlog is prioritized based on business and technical needs.
• Collaborate with the pricing team to develop and refine pricing strategies.
• Work with product marketing to create effective go-to-market plans and sales enablement tools.
• Continuously build market and technical knowledge to inform key product decisions.
• Oversee the execution of the product development process, ensuring that all teams are on track to meet key milestones.
• Monitor the performance of the product portfolio against key performance indicators (KPIs).
• Serve as the Subject Matter Expert (SME) for the product portfolio, supporting clients through direct engagement.
• Represent the product at webinars, conferences, and speaking engagements.

Requirements

• Bachelor's Degree in a technical field or finance preferred.
• 10-15+ years of experience in supporting data teams.
• Proven track record of managing the end-to-end lifecycle of data-driven products from conception to launch.
• 5+ years creating and maintaining a product roadmap that aligns with business objectives.
• 3+ years working closely with cross-functional teams, including data scientists, data engineers, software developers, and business stakeholders.
• 5+ years in Agile methodologies (Scrum, Kanban) and tools (JIRA, Confluence).

Nice-to-haves

• Advanced Certification in Product Management for Financial Services.
• Certified Scrum Product Owner (CSPO) preferred.
• Experience in advertising or big data preferred.
• Project Management Professional (PMP) preferred.

Benefits

• Base Salary: $140,000 - $160,000.
• Annual bonus incentive program.
• Medical, dental and vision coverage.
• 401K with company match.
• Generous PTO allowance.
• Life insurance, employee assistance and pet insurance.