Product Owner leading design and delivery of agent-based automation solutions for financial services operations. Focus on efficiency, quality, and compliance in a regulated environment.
Responsibilities
Own end-to-end business outcomes for agent-based solutions, including efficiency gains, capacity release, quality improvement, risk reduction, and client experience uplift.
Define and communicate a clear product vision for agentic AI use cases across core operational domains.
Develop deep understanding of end-to-end operational processes across Fund Accounting, Middle Office, Transfer Agency, and Custody.
Identify and prioritize opportunities where agent-based automation can materially improve accuracy, cycle time, resilience, and control effectiveness.
Align product strategy with business outcomes, regulatory expectations, and enterprise AI risk frameworks.
Translate simplification goals into clear product hypotheses, roadmaps, and measurable success criteria.
Act as the voice of the business, converting domain and operational requirements into a prioritized backlog of product increments and user stories.
Lead agile execution with a focus on incremental value delivery, rapid learning, and operational readiness.
Oversee the full lifecycle of agentic AI solutions, including problem framing, data grounding, workflow integration, approval and human-in-the-loop design, evaluation, production rollout, and post-deployment performance management.
Treat controls, auditability, explainability, and evidence capture as core product features, not downstream compliance activities.
Use domain expertise to define materiality thresholds, escalation paths, and failure modes appropriate for autonomous or semi-autonomous execution.
Make informed build, defer, or stop decisions based on agent performance, operational materiality, and control outcomes.
Own ongoing agent performance management in production, including accuracy trends, exception patterns, drift indicators, and remediation actions.
Partner closely with operations leaders, SMEs, risk, data, and engineering teams to validate acceptance criteria and business readiness.
Define and track KPIs tied to efficiency, quality, cycle time, client outcomes, and risk reduction; quantify and communicate value delivered.
Communicate progress, risks, and outcomes clearly to senior stakeholders and influence alignment across global teams.
Requirements
7+ years owning products or platforms in complex, regulated operational environments
Experience in global financial services operations, preferably in Fund Accounting, Middle Office, Transfer Agency, or Custody
Exposure to AI, automation, or digital transformation programs in enterprise environments
Prior experience working closely with engineering, data, risk, compliance, and audit functions
Experience launching and scaling solutions into live operations, not just pilots or proofs of concept
Experience working in agile POD or product-centric delivery models
Benefits
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks
Job title
Product Owner – Global Delivery Simplification, Vice President
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