FIS
Product Owner, Wealth Management & Account Transfers
FIS, Jacksonville, Florida, United States, 32290
Product Owner, Wealth Management & Account Transfers
Join to apply for the
Product Owner, Wealth Management & Account Transfers
role at
FIS Product Owner, Wealth Management & Account Transfers
2 days ago Be among the first 25 applicants Join to apply for the
Product Owner, Wealth Management & Account Transfers
role at
FIS Type Of Hire
Experienced (relevant combo of work and education) Education Desired
Bachelor's Degree Position Type
Full time
Type Of Hire
Experienced (relevant combo of work and education)
Education Desired
Bachelor's Degree
Travel Percentage
1 - 5%
Job Description
We are FIS. Our technology powers the worlds economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If youre ready to start learning, growing, and making an impact with a career in fintech, wed like to know~ Are you FIS?
About The Team
The
Capital Markets Securities Processing team
oversees a comprehensive suite of products that facilitate the processing of equities, fixed income, mutual funds, and derivatives for global sell-side brokers, with a primary client base in North America and Europe. Key offerings include
Securities Processing Manager
(formerly Phase3),
PTP
(formerly Torstone),
Professional Portal
(formerly WealthStation), and a range of supporting modules.
The team plays a vital role in requirements gathering, solution design, backlog prioritization, and stakeholder collaboration, and is currently transitioning to adopt Scaled Agile practices across all solutions.
What You Will Be Doing
We are looking to strengthen our team with a
Product Owner
Specialist
who can take ownership of all aspects of Wealth Management and Account Transfers across Securities Processing Manager and PTP. This requires an end-to-end understanding of retail and correspondent account transfers, as well as experience with NSCC Automated Customer Account Transfer Service (ACATS), mutual funds, and alternative investment product processes at DTCC.
Manage ACATS product roadmaps and plans for Phase 3, PTP, and ACATS Workflow, ensuring all alignment with the strategic vision for securities processing trade flows across the solution suite Oversee the mutual funds roadmap, including integrations with NSCC, Schwab, and Allfunds in support of business goals Manage the Alternatives and Insurance products roadmap, encompassing integrations with DTCC Wealth Management Services Drive requirements gathering efforts, collaborating with clients, SMEs, third-party vendors, and internal product teams Prioritize features and enhancements using MoSCoW principles to align with business goals and development capacity Work closely with development teams to validate solution designs and define implementation plans Collaborate with QA teams to establish clear and measurable user acceptance criteria Support Professional Services during implementation and deployment of Trade Capture and P&S enhancements Stay informed on industry developments, such as ACATS modernization, to guide product direction
What You Bring
Bachelors degree or equivalent combination of training, education, and work experience as well as fintech operational product experience/knowledge Solid understanding of US retail and correspondent clearing operational processes. Experience with NSCC ACATS and DTCC Wealth Management Services (mutual funds, alternatives, insurance) Hands-on technical proficiency in SQL, REST API integrations, etc Exceptional communication, collaboration, analytical and problem-solving abilities Team-oriented with the ability to build effective, internal and external relationships
Added Bonus If You Have
Experience with one or more industry platforms such as Broadridge BPS, BPSC and Impact, BetaNxt, Phase3 or InteliClear Exposure to TMXs Canadian Depository for Securities (CDS) Account Transfer Online Notification (ATON) processes and FundServ Canada Working knowledge of Scaled Agile Framework (SAFe) methodologies Exposure to modern development practices, such as Continuous Integration (CI)/Continuous Delivery or Development (CD) automation Understanding of money market and mutual funds
What We Offer You
A career at FIS is more than just a job. Its the change to shape the future of fintech. At FIS, we offer you~
A voice in the future of fintech Always-on learning and development Collaborative work environment Opportunities to give back Competitive salary and benefits
FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $101,480.00 - $170,470.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer~ In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
#pridepass
Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Product Management and Marketing Industries
IT Services and IT Consulting and Financial Services Referrals increase your chances of interviewing at FIS by 2x Sign in to set job alerts for Product Owner roles.
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Join to apply for the
Product Owner, Wealth Management & Account Transfers
role at
FIS Product Owner, Wealth Management & Account Transfers
2 days ago Be among the first 25 applicants Join to apply for the
Product Owner, Wealth Management & Account Transfers
role at
FIS Type Of Hire
Experienced (relevant combo of work and education) Education Desired
Bachelor's Degree Position Type
Full time
Type Of Hire
Experienced (relevant combo of work and education)
Education Desired
Bachelor's Degree
Travel Percentage
1 - 5%
Job Description
We are FIS. Our technology powers the worlds economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If youre ready to start learning, growing, and making an impact with a career in fintech, wed like to know~ Are you FIS?
About The Team
The
Capital Markets Securities Processing team
oversees a comprehensive suite of products that facilitate the processing of equities, fixed income, mutual funds, and derivatives for global sell-side brokers, with a primary client base in North America and Europe. Key offerings include
Securities Processing Manager
(formerly Phase3),
PTP
(formerly Torstone),
Professional Portal
(formerly WealthStation), and a range of supporting modules.
The team plays a vital role in requirements gathering, solution design, backlog prioritization, and stakeholder collaboration, and is currently transitioning to adopt Scaled Agile practices across all solutions.
What You Will Be Doing
We are looking to strengthen our team with a
Product Owner
Specialist
who can take ownership of all aspects of Wealth Management and Account Transfers across Securities Processing Manager and PTP. This requires an end-to-end understanding of retail and correspondent account transfers, as well as experience with NSCC Automated Customer Account Transfer Service (ACATS), mutual funds, and alternative investment product processes at DTCC.
Manage ACATS product roadmaps and plans for Phase 3, PTP, and ACATS Workflow, ensuring all alignment with the strategic vision for securities processing trade flows across the solution suite Oversee the mutual funds roadmap, including integrations with NSCC, Schwab, and Allfunds in support of business goals Manage the Alternatives and Insurance products roadmap, encompassing integrations with DTCC Wealth Management Services Drive requirements gathering efforts, collaborating with clients, SMEs, third-party vendors, and internal product teams Prioritize features and enhancements using MoSCoW principles to align with business goals and development capacity Work closely with development teams to validate solution designs and define implementation plans Collaborate with QA teams to establish clear and measurable user acceptance criteria Support Professional Services during implementation and deployment of Trade Capture and P&S enhancements Stay informed on industry developments, such as ACATS modernization, to guide product direction
What You Bring
Bachelors degree or equivalent combination of training, education, and work experience as well as fintech operational product experience/knowledge Solid understanding of US retail and correspondent clearing operational processes. Experience with NSCC ACATS and DTCC Wealth Management Services (mutual funds, alternatives, insurance) Hands-on technical proficiency in SQL, REST API integrations, etc Exceptional communication, collaboration, analytical and problem-solving abilities Team-oriented with the ability to build effective, internal and external relationships
Added Bonus If You Have
Experience with one or more industry platforms such as Broadridge BPS, BPSC and Impact, BetaNxt, Phase3 or InteliClear Exposure to TMXs Canadian Depository for Securities (CDS) Account Transfer Online Notification (ATON) processes and FundServ Canada Working knowledge of Scaled Agile Framework (SAFe) methodologies Exposure to modern development practices, such as Continuous Integration (CI)/Continuous Delivery or Development (CD) automation Understanding of money market and mutual funds
What We Offer You
A career at FIS is more than just a job. Its the change to shape the future of fintech. At FIS, we offer you~
A voice in the future of fintech Always-on learning and development Collaborative work environment Opportunities to give back Competitive salary and benefits
FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $101,480.00 - $170,470.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer~ In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
#pridepass
Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Product Management and Marketing Industries
IT Services and IT Consulting and Financial Services Referrals increase your chances of interviewing at FIS by 2x Sign in to set job alerts for Product Owner roles.
Jacksonville, FL $101,480.00-$170,470.00 2 days ago Jacksonville, FL $101,480.00-$170,470.00 2 days ago Jacksonville, FL $101,480.00-$170,470.00 2 days ago Business Analytics Sr Analyst, AVP (Hybrid)
Product Engineering Manager- Medium Voltage Switchgear
Jacksonville, FL $137,750.00-$180,000.00 18 hours ago Product Manager, Enterprise Customer Success
Jacksonville, FL $164,000.00-$246,000.00 6 days ago Sr. Product Manager Head, Neck and Otology Portfolio, Upstream Marketing (Onsite in Jacksonville, FL)
SAP - Finance Product Costing - Manager - Tech Consulting -Open Location
Jacksonville, FL $50,000.00-$96,000.00 1 day ago Business Analyst with Mainframe and .Net experience
Data Business Analyst :: Jacksonville, FL (Hybrid) :: Only W2 !!
Digital Learning Content & Assessments Analyst
Jacksonville, FL $79,120.00-$118,680.00 6 days ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr