D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
Summary/Function:
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated, and seasoned Sr. Product Owner to join our Digital Product organization. The Sr. Product Owner works on a cross functional team to create meaningful and simple experiences for their product’s customers. They own the direction-setting, discovery, and prioritization of customer wants and needs.
As the Sr. Product Owner of our CRM Product Team, this role is dedicated to enhancing and evolving the Microsoft Dynamics CRM platform to deliver maximum value for our financial advisors, support staff, and branch leadership. The Sr. Product Owner role is highly collaborative working closely with several key partners. The Sr. Product Owner articulates, translates, and executes the long-term strategy and vision of the product through tactical strategies and solutions to drive necessary business outcomes. This requires the right alignment and regular, transparent communication to ensure both roles deliver on their goals.
Additionally, the Sr. Product Owner works closely with stakeholders, end users, and functional and technical team members to rapidly deliver quality solutions to customers.
Qualifications/Requirements:
Required:
• Bachelor's degree or equivalent work experience
• Certified Scrum Product Owner (CSPO) or similar certification
• 5-7 years relevant business experience
• Prior experience leading digital experience teams
• Understand fundamentals of iterative development, software development process and procedures
• Expertise in the principles of Agile Product Management, stakeholder management, market and user research, technology management, and process design
• High level of organization and attention to detail
• Passion and understanding of new technology and trends
• Excellent communication, collaboration, and influence skills among all organizational levels; strong facilitation and executive communications skills
• Expert in defining high-quality business requirements and proficient in Agile story writing
• Proven success developing business cases, roadmaps, product execution strategies for complex or large-scope products
• Ability to prioritize work against enterprise, division, and product strategies. Can effectively communicate rationale and impact for prioritization choices
• Expertise with foundational product management tools, techniques and principles across discovery, design, build, release, and measure cycle
• Strong leadership skills to coordinate and motivate product teams, even outside direct reporting relationships
• Demonstrated experience with user interface design and best practices for usability
• Experience working in large, complex organizational initiatives
• Experience building and working in Microsoft Dynamics
• Advanced skills in Microsoft 365 suite with particular emphasis on CoPilot AI
Duties:
• Works as a key team member on a cross functional team, responsible for continuous delivery of value to the customer through compelling and empowering customer experiences
• Collaborate with Product Manager and stakeholders to ensure work prioritization is aligned with D.A. Davidson’s priorities and overall product roadmap as well as to provide product development feedback and direction. Leans into the work of developing and socializing the product strategy with senior leaders across the company
• Continuously innovates and evolves the product in alignment with strategic priorities. Is responsible for creating, maintaining, and evolving the product roadmap
• Maintain and refine product backlog: Create user stories and acceptance criteria and prioritize all stories to ensure work focuses on those with maximum business value that align with product strategy
• Ensure stories clearly communicate the customer and stakeholder needs to meet key business objectives and strategies for the product. Is available for consultation during agile team planning and grooming sessions as needed. Coaches team members on effective product management and agile techniques to help mature the abilities of the entire team
• Facilitates efforts across other product teams to align product roadmaps and sprint plans, in an effort to focus on delivering the maximum business value to the organization
• As a functional leader of an agile team, ensures the team is aligned around similar goals and objectives and attending all team meetings
• Engages with customers and users on a regular basis to uncover implicit and explicit needs
• Develop and track key value drivers that measure effectiveness of product discovery and overall product performance, and communicate these to stakeholders and business leaders on a regular basis
• Foster a sense of urgency to achieve goals and leverage resources to overcome unexpected obstacles
• Inspire others to achieve challenging goals and high standards of performance while committing to the organization’s direction (Product/Agile/DevOps)
• Supports and/or develops an environment in which D.A. Davidson employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
The potential base pay hiring range for this role is $93,000-$116,000. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
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