Product Owner

About the Role

We are seeking a Product Owner to lead our Client Reporting workstream, partnering closely with the VP of Client Reporting and senior stakeholders across the Private Wealth business. The Reporting workstream owns the strategy and delivery of client‑facing reporting across digital and print channels, including our web and mobile platforms and on‑demand report delivery tools used by high‑net‑worth clients and advisors. Using Agile methodologies, the Reporting Product Owner works cross‑functionally across business, technology, design, and operations teams to identify and deliver the highest‑value reporting initiatives for clients. This role plays a key part in shaping the future of digital reporting, balancing strategic vision with hands‑on execution.

Responsibilities

• Lead the Client Reporting workstream and related initiatives, setting priorities and aligning roadmap decisions with senior Private Wealth leadership.
• Partner with sales teams and clients to gather feedback, identify enhancement opportunities, surface risks, and generate new reporting ideas.
• Conduct competitive research within and beyond the financial services industry to inform the long‑term vision for reporting.
• Act as Product Owner in an Agile development environment, partnering with analysts, engineers, and QA to clarify requirements, prioritize the backlog, and support efficient delivery.
• Track and analyze reporting usage metrics, including adoption trends and client demographics, to inform prioritization and decision‑making.
• Test new reports and enhancements to ensure solutions meet the needs of clients and internal stakeholders.
• Collect post‑release feedback from sales teams and clients to evaluate outcomes and inform continuous improvement.
• Present roadmap updates, trade‑offs, and recommendations to executive stakeholders.

Requirements

• 2+ years of experience in a client‑facing role within financial services, or experience in digital product management in a related industry.
• Demonstrated ability to manage multiple initiatives, assess trade‑offs, and adapt priorities in a fast‑paced environment.
• Strong analytical mindset with a passion for data‑driven decision‑making and continuous improvement.
• Resilience and persistence in driving complex initiatives through obstacles to successful delivery.
• Excellent communication, interpersonal, and stakeholder‑management skills, with the ability to influence across disciplines and seniority levels.
• A proactive, detail‑oriented approach combined with creativity and sound judgment.
• Ability to work independently under pressure while also contributing effectively as part of a team.
• Proficiency with Microsoft Office tools.
• Experience working in Agile development environments preferred.
• Familiarity with SQL or data‑querying tools a plus.

About the Company

You will play a critical role in shaping how clients experience their investment data, working at the intersection of technology, design, and advisory services. This role offers visibility with senior leadership, meaningful client impact, and the opportunity to influence the future of digital reporting at scale.

The Reporting workstream manages client‑facing reports in all digital and print formats including My Bernstein (Online & Mobile App) and Report Center. Using Agile methodologies, the Reporting Product Owner partners with Business Analysts, Technology, Design, Performance Reporting, Client Reporting, Operational, Sales, and Senior Management teams to identify and implement the highest‑value reporting projects for our clients.

We are a leading global investment management firm offering high‑quality research and diversified investment services to institutional clients, retail investors, and private‑wealth clients in major markets worldwide. With over 4,000 employees across 57 locations in 26 countries, our ambition is simple: to be the most trusted investment firm in the world. We foster an inclusive culture that rewards hard work, intellectual curiosity, and collaboration.

Compensation & Benefits

• Base Salary Range: $73,000 – $106,000 (actual salary varies based on education, training, experience, performance, and other job‑related factors).
• Total compensation may include commissions, year‑end incentive compensation, short‑ and long‑term incentives, and department‑specific awards (eligible employees).
• Benefits: health insurance coverage, employee wellness program, life and disability insurance, retirement savings plan, paid holidays, sick leave, and vacation time.

Locations

• Nashville, TN
• Atlanta, GA
• Boston, MA
• Chicago, IL
• Cleveland, OH
• Dallas, TX
• Denver, CO
• Houston, TX
• Los Angeles, CA
• Miami, FL
• Minneapolis, MN
• New York, NY
• Philadelphia, PA
• San Diego, CA
• San Francisco, CA
• Seattle, WA
• Stamford, CT
• Tampa, FL
• Washington, DC
• West Palm Beach, FL