Product Owner, Broker Integrations - Equity

Job Summary insightsoftware is seeking a Product Owner to support the Senior Product Manager in executing the Broker Integrations roadmap within Certent Equity Management. The Product Owner is responsible for day‑to‑day backlog management, writing detailed requirements, and ensuring engineering teams have the clarity they need to deliver broker‑related features, enhancements, and defect resolution. This hands‑on, execution‑focused role requires both domain knowledge of broker transactional workflows and the ability to translate business needs into clear, implementable requirements for engineering teams. Key Responsibilities Backlog Management & Requirements Own and maintain the broker integrations backlog, ensuring stories are groomed, prioritized, and ready for sprint planning in alignment with the Senior Product Manager’s roadmap direction and quarterly priorities. Write detailed user stories, acceptance criteria, and functional specifications based on PRDs and strategic direction provided by the Senior Product Manager. Define edge cases, error handling, and workflow logic for broker transaction features — including inquiry, execution, settlement, and reconciliation flows across supported broker partners. Document system integration specifications, message formats, and data mapping rules with the precision required for financial transaction processing — particularly for FIX protocol‑based interactions. Triage incoming broker‑related defects and enhancement requests from Customer Support, Professional Services, and broker partner escalations, performing initial severity and impact assessment before escalating prioritization decisions to the Senior Product Manager. Execution & Delivery Serve as the primary product point of contact for the engineering team during sprint execution on broker integration workstreams. Participate in all Agile ceremonies — sprint planning, daily standups, backlog refinement, sprint reviews, and retrospectives. Accept or reject completed work against defined acceptance criteria, ensuring delivered features meet the quality bar required for financial transaction integrations — particularly for transaction‑sensitive areas such as participant exercises, same‑day sales, ESPP dispositions, and broker settlement workflows. Validate broker integration behavior across transaction types, partner configurations, and error scenarios before release. Track delivery progress and flag risks, blockers, or scope changes to the Senior Product Manager promptly. Monitor post‑release quality for broker integration features, logging regression incidents and coordinating with engineering on hotfix triage when transaction processing issues arise in production. Cross‑Functional Coordination Coordinate with QA to define test scenarios and validate broker integration workflows across transaction types, broker partner configurations, and edge case data conditions. Work with Customer Support to review recurring broker‑related tickets, gather reproduction details, and translate support patterns into actionable backlog items. Support Compliance and Security review processes by preparing feature documentation and participating in review sessions as needed. Customer & Partner Support Support the Senior Product Manager in customer discovery sessions and broker partner engagements, capturing detailed notes on pain points, workflows, and feature requirements. Assist in preparing demos, training materials, and documentation for broker partners and internal teams. Participate in broker partner business reviews as needed, capturing action items and translating feedback into backlog updates. Documentation & Process Maintain clear and current product documentation — including integration specifications, workflow diagrams, message format references, partner configuration guides, and release notes — for broker integration features. Document root cause analysis findings, workaround procedures, and known issue summaries for broker‑related defects. Contribute to PRD development by drafting sections, compiling research, documenting technical integration details, and validating partner‑specific requirements for the Senior Product Manager’s review. Drive consistency in documentation standards, story formatting, and acceptance criteria quality within the broker integration workstream. Required Qualifications 2+ years in a product owner, business analyst, or junior product management role, preferably in B2B SaaS environments. 1+ years of experience in broker integrations within equity management, equity compensation, or financial services platforms. Demonstrated experience writing detailed user stories, acceptance criteria, and functional specifications for integration or transaction‑processing features. Strong track record of working directly with engineering teams in Agile/Scrum environments. Excellent attention to detail, organization, and written communication skills — particularly around integration logic, data mapping, and transaction workflow documentation. Technical & Domain Knowledge Familiarity with broker transactional workflows, including inquiry, execution, and settlement processes for participant equity transactions. Exposure to integration protocols and data exchange patterns used in broker connectivity — FIX protocol experience is a strong plus. Understanding of the regulatory and security considerations involved in broker‑dealer integrations and financial transaction processing. Familiarity with JIRA or similar backlog management tools. Education Bachelor’s degree in Business, Finance, or a related field required. Preferred Qualifications CEP (Certified Equity Professional) certification, any level, is a plus. MBA or similar advanced degree preferred. Direct experience with the Certent Equity Management platform or comparable equity administration systems with broker integration capabilities. Hands‑on experience with FIX protocol messaging, broker API integrations, or financial transaction middleware. Familiarity with broker partner operational requirements across major equity plan brokers. Experience in a high‑growth, fast‑paced SaaS company. Salary United States of America: $99,000.00 to $124,000.00 USD Annual. Equal Opportunity Statement All your information will be kept confidential according to EEO guidelines. insightsoftware is committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. #J-18808-Ljbffr insightsoftware, LLC