Software Guidance & Assistance, Inc., (SGA), is searching for a Product Owner for a
CONTRACT assignment with one of our premier
Banking clients in
Cincinnati, OH. Hybrid schedule
We are seeking a highly driven and execution-oriented
Product Owner to join our Wealth Management division during a transformative period of growth and integration. This individual will play a critical role in leading product delivery and strategic initiatives as we integrate systems, processes, and capabilities following a major national bank acquisition.
The ideal candidate thrives in complex enterprise environments, possesses deep Agile/SAFe expertise, and has a proven track record of driving cross-functional teams to deliver results. This is a highly visible role requiring strong leadership, accountability, and the ability to bring structure and focus to teams operating through significant organizational change.
Responsibilities:
- Serve as Product Owner for Wealth Management initiatives supporting the integration of two large banking organizations.
- Own and prioritize the product backlog, ensuring alignment with business objectives, regulatory requirements, and integration milestones.
- Partner closely with Wealth Management business leaders, technology teams, operations, compliance, and executive stakeholders to define and execute strategic priorities.
- Lead Agile Release Train (ART) activities and actively participate in PI Planning, backlog refinement, sprint planning, system demos, and retrospectives.
- Translate complex business needs into well-defined features, epics, and user stories with clear acceptance criteria.
- Drive delivery execution and remove obstacles that impede team performance or achievement of business outcomes.
- Establish clear priorities and hold delivery teams accountable for commitments, timelines, and quality expectations.
- Manage competing priorities across multiple workstreams while maintaining focus on strategic objectives and customer experience.
- Facilitate decision-making across diverse stakeholder groups and escalate issues appropriately to maintain momentum.
- Ensure successful coordination of business process, data, technology, and operational integration efforts.
- Measure and communicate progress through KPIs, program metrics, and executive-level reporting.
- Identify risks, dependencies, and gaps early and proactively develop mitigation strategies.
- Champion continuous improvement and Agile best practices across teams and stakeholders.
Required Skills:
- 7+ years of Product Owner, Product Manager, Business Analyst, or related Agile delivery experience in large enterprise environments.
- 5+ years of experience within financial services, banking, wealth management, trust services, or investment operations.
- Demonstrated experience leading large-scale enterprise transformation, merger, acquisition, or integration initiatives.
- Deep expertise in Agile methodologies and SAFe frameworks, including experience supporting Agile Release Trains and Program Increment (PI) planning. Black Belt level
- Strong understanding of Wealth Management products, advisory services, trust operations, investment management, or private banking processes.
- Proven ability to influence stakeholders at all levels, including executive leadership.
- Exceptional organizational, prioritization, and execution skills with a reputation for "getting things done. "
- Demonstrated ability to manage ambiguity, drive accountability, and maintain momentum in highly complex environments.
- Experience working across business, technology, operations, risk, and compliance functions.
- Excellent communication, facilitation, negotiation, and conflict-resolution skills.
Preferred Skills:
- SAFe Product Owner/Product Manager (POPM) Certification.
- SAFe Advanced Certification, SPC certification, or demonstrated deep SAFe expertise ( "SAFe Black Belt " level experience).
- Experience supporting Wealth Management platform conversions or core system integrations.
- Experience with trust accounting systems, portfolio management platforms, advisory platforms, or wealth technology ecosystems.
- Previous experience supporting bank mergers, acquisitions, and enterprise integrations.
- Strong knowledge of digital transformation, data migration, customer onboarding, and operational process redesign initiatives.
- Familiarity with regulatory and compliance requirements impacting Wealth Management and fiduciary businesses.
- Experience leading geographically dispersed and matrixed teams.
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SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at
https://sgainc.com/ .
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