EI
Wealth Management KYC Product Owner
Expert In Recruitment Solutions
🇺🇸 United States
Hybrid
2 months ago
- KYC
- UDP
- Jira
2 months ago
Resource to support high impact projects across the Know Your Customer (KYC) regulatory program and Unified Digital Platform (UDP) strategic program within our Digital Client Experience and Platforms organization. This support includes execution prep for ongoing KYC and UDP epics, primarily profile pages as well as action plans execution for KYC. Focus areas include: Profile and account data maintenance and client playbacks, unifying 2 platforms across self-directed and advised clients.
Activities and Deliverables
- Creating requirements in Jira and refining/grooming them with the squad.
- Driving all requirement reviews and approvals with Legal, Risk, Compliance, and Fraud teams, including defined scope and copy.
- Facilitating and driving coordination between product and User Experience design team to ensure that the requirements have designs finalized in advance of refinement sessions.
- Dependency requirement onboarding and coordination with partnering business teams including both E*TRADE and Brokerage customer database teams to execute UDP (Unified Digital Platform) and KYC (Know Your Customer) projects.
Wealth Management KYC Product Owner · Expert In Recruitment Solutions