Product Owner - Onboarding & Workflows
@ OneVest

Hybrid
$120,000
Hybrid
Full Time
Posted 21 days ago

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XXXXXXXX XXXXXXXXXXX XXXXXXX***** @onevest.com
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Job Details

About OneVest

OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. Listed among Forbes's best start-up employers and on the WealthTech100 list for 2024, OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more.

About the Role - Product Owner - Onboarding & Workflows

As a Product Owner supporting our Onboarding and Workflows team, you will be the voice of our users and stakeholders, ensuring the development team builds intuitive, impactful features that streamline the client and advisor experience. This role involves collaborating with engineering, design, and business teams to drive the product vision forward, delivering efficient, compliant, and scalable workflows that support account setup, account maintenance, money movement, and advisor operations.

Responsibilities

  • Own and prioritize the product backlog with clear user stories.
  • Communicate product requirements and priorities to the development team.
  • Partner with stakeholders to design features for digital onboarding and workflow improvements.
  • Collaborate with engineering to plan sprints, manage dependencies, and coordinate releases.
  • Review and accept development work to ensure usability and business value.
  • Champion an iterative release process focusing on frequent, high-value updates.
  • Monitor adoption and performance of workflows, sharing insights with senior management.

Skills & Qualifications

  • 3+ years as a Product Owner or similar role.
  • Bachelor’s degree in business, engineering, or a related field.
  • Experience in wealth management, fintech, or financial services.
  • Familiarity with digital client/advisor platforms for onboarding, money movement, and account maintenance.
  • Strong technical acumen and experience with modern tech stacks.
  • Ability to manage multiple projects in a fast-paced, agile environment.
  • Understanding of US financial services and regulatory requirements.

What It’s Like To Work With Us

  • Fun, rewarding, and fast-paced environment.
  • 4 weeks of vacation plus company shutdown between Christmas and New Year.
  • Flexible & hybrid working environment.
  • Comprehensive Group Health, Dental, and Vision benefits.
  • Employee Stock Option Purchase Plan.

Key Skills/Competency

  • Product Backlog
  • User Stories
  • Agile
  • Wealth Management
  • Fintech
  • Onboarding
  • Workflow
  • Sprint Planning
  • Collaboration
  • Compliance
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How to Get Hired at OneVest

🎯 Tips for Getting Hired

  • Customize your resume: Tailor your achievements to product ownership.
  • Showcase agile expertise: Demonstrate sprint planning skills clearly.
  • Research OneVest: Understand their mission and investor backing.
  • Prepare for behavioral questions: Highlight collaboration and leadership.

📝 Interview Preparation Advice

Technical Preparation

Review agile methodologies and workflow tools.
Study digital onboarding systems and fintech platforms.
Brush up on sprint planning and backlog management.
Familiarize with financial regulatory compliance requirements.

Behavioral Questions

Describe a challenge in agile teamwork.
Explain handling conflicting stakeholder demands.
Describe prioritization under tight deadlines.
Explain communication with cross-functional teams.

Frequently Asked Questions