Product Owner, Cash Management Accounts

Product Owner, Cash Management Accounts Osaic - 3.2 Oakdale, MN Job Details Full-time $100,000 - $130,000 a year 19 hours ago Benefits Health insurance Dental insurance 401(k) Vision insurance Qualifications Banking services expertise Employee relationship building Bachelor's degree Managing projects Productivity software Banking product expertise Full Job Description Business Development Opportunity in Financial Services Product Owner, Cash Management Accounts (CMA) Location(s):

Atlanta:

2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:

12325 Port Grace Blvd, La Vista, NE 68128

Oakdale:

7755 3rd St. N, Oakdale, MN 55128

Scottsdale:

18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St.

Petersburg:

877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic is not considering remote candidates at this time. Osaic requires a minimum of four (4) days per week working in the office. Applicants must be able to meet this in-office attendance requirement based on an assigned schedule, regardless of your commuting distance or personal travel time to the designated office location.

Role Type:

Full time

Salary:

$100,000 - $130,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive salaries are just one component of Osaic's total compensation package.

Additional benefits include:

health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/

Creative/Benefits Summary:

As a Product Owner of Osaic's Cash Management Accounts, you will be responsible for growing adoption of cash management accounts (CMA) at both of Osaic's clearing partners, Pershing LLC and National Financial Services (NFS). As Product Owner, you will own all aspects of this product line with the primary goal of increasing utilization and adoption of the CMAs in order to support Osaic's strategy of providing more banking-related services to affiliated FPs and their clients. In this capacity, the individual will play a critical role in assisting the Wealth Management Solutions leadership with driving organic growth and overall client satisfaction through the use of CMA adoption. You will also be responsible for creating and maintaining monthly performance reporting metrics.

Responsibilities:

Work closely with marketing to establish CMA focused marketing campaigns. Identify trends and partnership opportunities to assist in developing new initiatives for business growth Cultivate a group of Financial Professional Champions and leverage their expertise in promotional materials. Explore creative yet economical adoption ideas that result in growing adoption of CMAs with our FP's and their clients. Partner with internal colleagues to drive awareness of CMAs and their benefits to both FPs and their clients. Responsible for development of ongoing adoption and utilization dashboards for Executive viewing. Participation in company sponsored conferences and similar events to promote the features and benefits of CMAs to FPs and their clients. Assess the economic performance of various investments through a detailed understanding of revenue and cost drivers, identifying ways to increase growth and Help improve current processes through simplification and/or automation develop and maintain excellent relationships with colleagues across departments to foster an effective cross-functional working environment and collaborative spirit. All other duties as assigned. Some travel may be required (