Product Owner, Wealth Management & Account Transfers

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Job Description

We are FIS. Our technology powers the world's 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 you're ready to start learning, growing, and making an impact with a career in fintech, we'd like to know: Are you FIS?

About the Team

The Capital Markets Securities Processing teamoversees 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 inNorth AmericaandEurope. Key offerings includeSecurities 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

• Bachelor's 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 TMX's 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. It's 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

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.

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