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Conquest Planning Inc.Winnipeg, MB, Canada- Full-time
Conquest Planning endeavours to improve the speed, individualization, accuracy and ongoing evolution of modern financial plans to fit every family's financial needs across life's twists and turns. Leveraging artificial intelligence (we call it SAM) to deliver personalized and prioritized financial planning strategies that will help financial advisors, and their clients see what possibilities exist for their financial future. We believe a goals-based approach to financial literacy, delivered through a human centered digital experience, will increase the number of people who can benefit from financial advice. We were founded in Canada in 2018 and went live in market in January of 2021. Since that time, we have become the market dominant software provider for financial advice delivery in that market. Conquest serves the entire wealth continuum – from simple to complex. We are based out of Winnipeg, Manitoba and have team members located across Canada, the United States, and United Kingdom.
We are seeking a Product Owner, Financial Planning to join our dynamic team!
The Product Owner, Financial Planning , reporting to the Vice President, will be responsible for supporting both strategic and tactical efforts at Conquest Planning Inc. As a detail-oriented individual who has a passion for writing user stories and ensuring development is set for success, the Product Owner, FP will immerse themselves in the FinTech industry methods and practices as well as software development best practices. The Product Owner, FP will be required to liaise with various internal team members to share the needs of our users and support Product Management efforts.
This is a remote / work from home opportunity. Ideally, you are local to Winnipeg.
Duties of the role include :
- Convert business requirements into specifications or user stories for development and QA
- Assist in prioritizing and executing on development team backlogs
- Ensure feature / bug backlog items are well-defined and prioritized appropriately
- Ensure development team members understand items in the backlog
- Work with development team-leads to coordinate work amongst development teams as needed
- Report on progress of epics, tasks, and completed work
- Work with the delivery and development teams to help ensure tasks remain on target and to actively communicate with internal and external stakeholders should issues arise
- Collaborate closely with UX teams with a basic understanding of usability, accessibility, and design thinking methodologies
- Build significant relationships with internal and external stakeholders
- Perform business acceptance testing, including targeted and full feature testing
- Perform discovery on topics to gather information for requirements
Qualifications required :
What to expect :
How to Apply :
We’re excited to learn about you and want to give you the opportunity to set yourself apart from everyone else. Along with your Resume, send us a personalized Cover Letter, Email or Video telling us why you are interested in this job, the fintech industry, and the reason you would like to work with us.
Next steps :
If this exciting opportunity is of interest to you, please forward your application as described above with Product Owner, Financial Planning in the subject line to Human Resources at [email protected] by February 14, 2025.
We thank all applicants for their interest. Only those invited for an interview will be contacted.
Conquest Planning Inc. is an equal opportunity employer. Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please contact [email protected]