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Agile Product Owner/ Business Analyst in Charlotte, NC at AccruePartners

Date Posted: 6/7/2018

Job Snapshot

Job Description

AccruePartners values our contract and consulting employees. We offer a competitive benefits package to meet the diverse needs of all of our contractor and consulting employees and their family members. Here is a listing of what our company offers: 401(k) Medical, Dental, Vision, Life Insurance, Employee Assistance Program, Medical and Prescription Drug, Short and Long-Term Disability Insurance.


  • Fortune 100 Financial Services Company
  • 100-year history of dedication to customer satisfaction, success and growth
  • Tremendous growth and new business strategy leading to the need for new talent
  • Significant investments in cutting-edge technology


  • Culture: Excellent work environment that fosters collaboration
  • Growth: Ability to make an impact on the direction of the organization
  • Opportunity: Gain hands-on experience working with cutting-edge technology
  • Stability: Recent financial performance of the company has reported record profits


  • Charlotte preferred, Waltham, Boston or remote acceptable


  • Represent the business: partner with the initiative sponsor to understand vision and goals and translate these requirements into user stories.
  • Define digital metrics in support of sponsor’s goals and stated outcomes.
  • Plan delivery, scheduling and prioritization of deliverables and track risks and issues in collaboration with scrum team and greater institutional digital store.
  • Sponsor initiative for required portfolio and program management routines.
  • Own requirements/user stories and related acceptance criteria. Lead regular story grooming sessions with the team to refine and prioritize the backlog.
  • Incorporate Voice of the Customer (VOC - client and internal user feedback) during the development and prioritization of requirements and use stories.
  • Work with Usability testing lead to prioritize functionality to be tested. Help develop test script. Add stories to backlog – and prioritize – based on usability feedback.
  • Partner with Technology to translate user stories into functional stories and tasks.
  • Coordinate reviews with legal, compliance and risk and gather specific approvals.
  • Review and approve QA stories. Participate in end user testing and coordinate testing by business users as needed. Approve final test results.
  • Partner with Marketing/Copywriter to define copy requirements.
  • Ensure client-ready prototype for sales and client demonstrations.
  • Creates appropriate initiative documentation including milestones balancing stakeholder needs and effectively negotiating trade-offs between scope, schedule, and budget across multiple initiative owners. 


Required Skills:

  • 4+ years of financial industry experience
  • 2+ years of experience with Agile methodology preferably as Scrum Product Owner
  • 2+ years of experience working within Digital Technology in a Financial Services firm

Desired Technical Skills:

  • Sales Operations Experience
  • Prior use of JIRA and CONFLUENCE tools
  • Working knowledge of Scaled Agile Framework
  • Experience driving business initiatives by focusing on customer metrics, analytics and insight
  • Experience with retirement plan products’, record-keeping services and process improvements
  • Experience working across multiple functions / businesses in a matrix environment that includes but is not limited to Product, Marketing, Design, Legal, Risk, Compliance, Technology, Relationship Management, Portfolio Management Office.
  • Strong communication and presentation skills
  • Ability to work in a fast-paced, dynamic environment
  • Ability to travel 10-15% of time