Technology Product Owner

Position Summary

We are seeking a Product Owner to join our Technology PMO team at Cerity Partners, working directly with the CTO to drive the roadmapping, prioritization, and execution of our internal software development pipeline. This role is essential to ensuring our technology organization delivers reliable, predictable outcomes that enable our colleagues across the firm to better serve our clients.

As our Product Owner, you'll be the critical bridge between business vision and technical execution, working on diverse projects spanning Data Engineering, Salesforce Development, Portfolio Reporting automation and complex cross-functional initiatives. You'll collaborate directly with stakeholders including senior leadership to translate strategic objectives into actionable development work, while ensuring our development teams have clear direction and well-crafted user stories to execute against.

This is a hands-on role focused on making sprints run smoothly. You'll be responsible for refining business requests into executable development items and maintaining clear communication channels between our development teams and business stakeholders regarding project timelines and releases.

Primary Responsibilities

• Strategic Collaboration: Work directly with the CTO and senior leadership to develop and maintain technology roadmaps that align with business objectives and strategic initiatives.
• Sprint Management: Lead hands-on sprint planning, refinement, and execution activities with our growing 10-person development team, ensuring consistent delivery velocity and predictable outcomes.
• Stakeholder Translation: Act as the primary liaison between business stakeholders and development teams, translating complex business requirements into clear, actionable user stories and acceptance criteria.
• Cross-Functional Project Leadership: Manage and coordinate projects that span multiple technology domains including data engineering pipelines, Salesforce customizations, system integrations, and internal tooling development.
• Backlog Management: Maintain and prioritize the product backlog based on business value, technical dependencies, and strategic alignment, ensuring development teams always have clear priorities.
• Requirements Refinement: Work closely with business stakeholders to gather, analyze, and refine requirements, ensuring all development work has clear business justification and measurable outcomes.
• Release Coordination: Manage release planning and communication, ensuring stakeholders are informed of delivery timelines and that releases meet business expectations.
• Process Optimization: Continuously improve agile processes and practices to enhance team productivity, delivery predictability, and stakeholder satisfaction.
• Quality Assurance: Collaborate with development teams to define acceptance criteria and ensure delivered solutions meet business requirements and quality standards.
• Stakeholder Communication: Provide regular updates to leadership and business stakeholders on project progress, timeline adjustments, and delivery milestones.
  
  

Required Qualifications

• 3-7+ years of experience as a Product Owner or Product Manager in a technology environment
• Financial services industry experience required - understanding of wealth management, investment advisory, or related financial services operations
• Proven track record of managing complex, multi-domain technology projects with predictable delivery outcomes
• Strong experience with Agile methodologies and sprint management practices.
• Salesforce platform familiarity strongly preferred - understanding of Salesforce customization, development processes, and integration capabilities
• Experience working with cross-functional teams including data engineering, software development, and business operations
• Demonstrated ability to translate business requirements into technical specifications and user stories
• Excellent stakeholder management skills with experience presenting to senior leadership
• Strong analytical and problem-solving skills with acute attention to detail
• Experience with project management and collaboration tools (familiarity with Asana and Confluence a plus)
• Exceptional communication and organizational skills with ability to manage multiple competing priorities
• Proven ability to work independently while collaborating effectively with geographically distributed teams
• Growth mindset with willingness to learn new technologies and adapt to evolving business needs
  
  

Compensation Range

$110,000-150,000

The Technology Organization

Our Technology team consists of 30+ professionals focused on building and maintaining the technology infrastructure that powers Cerity Partners' operations. We manage complex data integrations across 30+ different systems, develop custom Salesforce solutions, build data warehouses and analytics platforms, and create internal tools that enable our colleagues to deliver exceptional client service. Our technology stack includes Python, PostgreSQL, dbt, Airflow, Azure cloud infrastructure, and extensive Salesforce customizations.

Why Cerity Partners

Our People Drive Our Success By Working Together To Deliver Exceptional Service To Our Clients. Below Is a Glimpse Of The Key Elements Of Our Total Rewards Package

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits
  
  

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.