Digital Product Owner
The Digital Product Owner will join Bernstein Private Wealth Management's Advisor Enablement & Digital Strategy team , partnering closely with Technology, Marketing, UX Design, Operations, Legal & Compliance, and Private Wealth stakeholders.
This role is responsible for leading the evolution of My Bernstein , our client facing digital platform, which is delivered through My Bernstein online and the My Bernstein mobile app . The Advisor Enablement & Digital Strategy team focuses on ensuring Bernstein's technological capabilities meaningfully support how advisors serve clients while maintaining a consistent, high quality client experience across digital channels.
You will work cross-functionally to shape and deliver digital capabilities that enhance the client experience, with frequent exposure to senior leadership, advisors, and service teams across Private Wealth.
What You'll Do:
This role is responsible for shaping product direction, guiding delivery, and ensuring digital capabilities meaningfully support both clients and advisors.
Key responsibilities include:
- Own the roadmap and priorities for My Bernstein, aligning digital enhancements with Private Wealth strategic priorities
- Articulate the "what" and the "why" behind product initiatives, connecting client and advisor needs to measurable outcomes
- Partner with Technology, Design, and Private Wealth stakeholders to translate client and advisor needs into clear requirements and actionable work
- Act as Product Owner within an Agile delivery model, including defining scope, prioritizing work, and supporting successful releases
- Represent client and advisor perspectives in product decisions, ensuring solutions are intuitive, secure, and scalable
- Maintain transparency into delivery progress, risks, and tradeoffs, accountable to product outcomes and questions
- Use data, feedback, and usage insights to inform prioritization, measure success, and drive continuous improvement
- Support successful adoption of new digital capabilities through thoughtful rollout and ongoing optimization
What We're Looking For:
The most successful Product Owners on the Advisor Enablement & Digital Strategy team are thoughtful, curious, and outcome-oriented. They are comfortable operating in complexity, excel at cross-functional partnership, and take pride in delivering capabilities that improve how clients engage with Bernstein and how advisors serve clients.
Ideal candidates will have:
- 2-5 years of experience in digital product management, product ownership, financial services, or a related client-facing role, with meaningful exposure to client needs and advisor workflows
- Experience owning or supporting client-facing digital platforms (web and/or mobile), or partnering closely with digital and technology teams to deliver client solutions end-to-end
- Ability to translate business and user needs into clear recommendations, requirements, or process improvements through strong cross-functional collaboration
- Strong problem-solving skills and sound judgment, including evaluating trade-offs, managing priorities, and balancing strategic goals with practical execution in a fast-moving environment
- Clear, confident communication skills, with the ability to engage both technical and non-technical audiences
- Strong analytical and organizational skills, a passion for continuous improvement, and a desire to deliver outcomes beyond what is explicitly asked for
- Intellectual curiosity and a willingness to learn new tools, concepts, and delivery practices, particularly related to digital platforms and data
- A strong sense of ownership and accountability for outcomes, not just assigned tasks
- Familiarity with Agile / Scrum or experience working in iterative, collaborative delivery environments
- Experience in financial services, wealth management, or other regulated industries preferred, but not required
- Bachelor's degree required
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