Job Title : Product Owner – Digital Research Duration: Contract (6+ Months) Location: 100% Remote IV Process: Video Interview Position Overview The client is seeking an experienced Digital Product Owner to support its client-facing Investment Research products and digital experiences across web and mobile platforms. The role will focus on digital investment research capabilities that enable clients to access market information, research investment opportunities, analyze securities, and make informed investment decisions. The Digital Research ecosystem includes: Market information, financial news, and market insights. Stocks, Exchange-Traded Funds (ETFs), and mutual funds. Money Market Funds (MMFs). Investment research reports and analytical tools. Stock screeners and investment discovery capabilities. Security-specific investment information and research content. The selected candidate will work closely with Product, Engineering, Technology, and cross-functional teams to prioritize initiatives, manage product backlogs, investigate issues, and drive successful delivery. This position requires a versatile Product Owner who can operate effectively in a dynamic environment where priorities and project requirements may evolve. Important: This role focuses on digital investment research products and platforms, not UX research or customer research.

Key Responsibilities

Own and manage the product backlog for digital investment research capabilities. Prioritize product enhancements, defects, and development initiatives based on business value, client impact, and organizational priorities. Partner closely with Engineering and Technology teams to drive product development and delivery. Translate business requirements into clear user stories, acceptance criteria, and product specifications. Coordinate with cross-functional product teams and dependent groups responsible for supplying investment research data. Manage dependencies across multiple applications, products, platforms, and technology teams. Investigate product and technical issues independently before escalating to Engineering. Understand APIs, data flows, application dependencies, and integration requirements to support informed discussions with technical teams. Balance day-to-day product management activities with larger modernization and transformation initiatives. Facilitate backlog refinement, sprint planning, prioritization, and Agile delivery activities. Communicate product priorities, decisions, risks, and dependencies to stakeholders across Product, Technology, and Business teams. Adapt to changing business needs and take ownership of emerging priorities across the Digital Research organization.

Required Qualifications

Proven experience as a Product Owner, Senior Product Owner, or Digital Product Owner working with software development teams. Strong experience in product backlog management, prioritization, and Agile product delivery. Ability to translate business needs into actionable user stories, requirements, and acceptance criteria. Excellent stakeholder management and cross-functional communication skills. Ability to manage competing priorities and make informed decisions based on business value and client impact. Strong problem-solving and analytical skills, with the ability to investigate product issues independently. Technical understanding of APIs, data flows, system dependencies, and application integrations. Ability to work effectively in ambiguous, fast-changing enterprise environments. Strong ownership mentality and the ability to drive initiatives from requirements through delivery.

Preferred Qualifications

Experience in brokerage, trading, investment management, or financial services. Knowledge of investment products, including stocks, ETFs, mutual funds, and money market funds. Experience working on client-facing digital products across web and mobile platforms. Familiarity with investment research platforms, market data, financial news, and security information. Experience working in large enterprise product organizations. Previous Charles Schwab experience is highly preferred. Technical Expectations The candidate should have sufficient technical understanding to review API contracts, Swagger documentation, data flows, and application dependencies and communicate effectively with Engineering teams. Advanced programming, SQL, database administration, or backend development experience is not required. Ideal Candidate Profile The ideal candidate is a strong Digital Product Owner with excellent product judgment, prioritization skills, and stakeholder management capabilities. They should be comfortable managing multiple product areas, navigating complex dependencies, investigating issues, and delivering results even when project requirements are not completely defined. Candidates with brokerage, trading, investment, or financial services experience will be particularly valuable. Key Skills Digital Product Ownership | Product Backlog Management | Agile/Scrum | Product Prioritization | Investment Research | Brokerage | Trading | Financial Services | API Understanding | Data Flows | Stakeholder Management | Web & Mobile Products