Product Owner with Required Minimum Distribution (RMD)

Role: Product Owner with Required Minimum Distribution (RMD) experience

Location: Fort Mill, SC (Onsite)

Position Summary

Seeking a Product Owner to support the final stages of development, pilot execution, and rollout of a new Required Minimum Distribution (RMD) experience. The Product Owner will serve as the primary business liaison for a dedicated Scrum team, ensuring successful delivery of business capabilities while supporting change management, stakeholder communications, product demonstrations, and pilot activities.

Key Responsibilities

Product Ownership & Agile Delivery

• Serve as Product Owner for a Scrum team delivering enhancements to the RMD platform.
• Manage and prioritize product backlog items based on business value and strategic objectives.
• Partner with business stakeholders, technology teams, and program leadership to define requirements and acceptance criteria.
• Participate in Agile ceremonies including sprint planning, backlog refinement, reviews, and retrospectives.
• Ensure delivered functionality aligns with business goals and customer needs.

Pilot & Business Readiness Support

• Support the execution and monitoring of the RMD product pilot.
• Coordinate with business stakeholders to gather feedback and prioritize enhancements.
• Track pilot outcomes and recommend improvements for broader rollout.

Change Management & Stakeholder Communications

• Partner with Change Management teams to articulate newly delivered capabilities and business benefits.
• Develop product communications and enablement materials to support adoption.
• Provide ongoing updates regarding product progress, releases, and upcoming functionality.

Product Demonstrations & Stakeholder Engagement

• Conduct product demonstrations for business stakeholders, leadership teams, and internal partner organizations.
• Communicate complex business and technical concepts to non-technical audiences.
• Act as a trusted advisor between business and technology teams.

Required Qualifications

• 5+ years of Product Owner or Product Management experience.
• Strong understanding of Agile/Scrum methodologies and product development lifecycle.
• Experience writing user stories, defining acceptance criteria, and managing product backlogs.
• Excellent communication and stakeholder management skills.
• Proven experience leading product demonstrations and business presentations.
• Ability to translate business requirements into actionable development work.

Preferred Qualifications

• Experience within wealth management, financial services, retirement products, or advisor platforms.
• Knowledge of Required Minimum Distributions (RMDs), retirement accounts, or related regulatory processes.
• Experience supporting pilot launches, product rollouts, or change management initiatives.
• Familiarity with advisor-facing or client-facing digital platforms.

Key Success Factors

• Ability to balance strategic product priorities with tactical delivery needs.
• Strong collaboration across business, technology, operations, and change management teams.
• Excellent organizational skills and attention to detail.
• Comfortable operating in a fast-paced Agile environment.
• Strong presentation and executive communication capabilities.