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About the Role

The Product Owner is responsible for owning and prioritizing the product backlog for one or more areas within the iJoin platform, translating product strategy and market needs into clear, actionable requirements for delivery teams. This role requires a strong understanding of digital product delivery and the ability to operate effectively in the retirement industry, where user engagement, compliance considerations, data accuracy, and client customization are all critical.

Responsibilities

Own, manage, and continuously prioritize the backlog for assigned iJoin products or platform capabilities
Translate business objectives, client needs, participant engagement goals, and product strategy into epics, features, and user stories
Create detailed requirements and acceptance criteria that enable engineering teams to deliver scalable, high-quality functionality
Partner with Product Management to align backlog priorities with roadmap goals, client needs, and market opportunities in the retirement space
Work closely with engineering, QA, UX/design, data, and implementation teams to prepare sprint-ready work and ensure shared understanding
Serve as the primary day-to-day product decision-maker for the scrum team
Support the delivery of capabilities across areas such as participant communications, digital enrollment journeys, retirement readiness engagement, plan education, personalization, reporting, and administrative workflows
Ensure retirement industry requirements, business rules, and operational processes are accurately reflected in product requirements
Help balance configurable client-specific needs with broader platform scalability and product consistency
Validate completed work against requirements and acceptance criteria and support release readiness
Collaborate with client success, implementation, operations, and sales teams to gather feedback and continuously improve product functionality
Identify delivery risks, dependencies, and process gaps early and proactively drive resolution
Use customer feedback, usage data, and operational insights to improve prioritization and feature definition
Participate in Agile ceremonies including backlog refinement, sprint planning, reviews, and retrospectives
Contribute to continuous improvement of product delivery practices, requirement quality, and cross-functional collaboration

Requirements

5+ years of experience in a Product Owner, Business Analyst, Product Manager, or similar product delivery role
Experience owning and prioritizing a product backlog in an Agile/Scrum software development environment
Proven ability to translate business and client requirements into clear user stories, process flows, and acceptance criteria
Comprehensive experience working in and around recordkeeping systems, in particular FIS Relius and/or OMNI a must
Experience working closely with software engineering teams to deliver web-based or SaaS products
Strong communication and stakeholder management skills, with the ability to work across technical and non-technical teams
Strong analytical, organizational, and problem-solving capabilities
Experience with tools such as Jira, Confluence, Azure DevOps, or similar product delivery platforms
Ability to manage competing priorities and make informed trade-off decisions
Experience in the retirement, financial wellness, wealth management, employee benefits, or broader financial services industry
Familiarity with retirement plan participant journeys, enrollment experiences, plan communications, or engagement programs
A comprehensive understanding of recordkeeper, advisor, employer, or plan sponsor ecosystems
Experience working with configurable SaaS platforms and client-specific implementations
Familiarity with regulated product environments, data privacy requirements, and audit-conscious delivery practices
Experience working with API integrations, data exchanges, reporting, or platform interoperability
Hands-on experience with the iJoin platform is a definite plus
Experience supporting B2B2C digital solutions
Strong ownership mindset and accountability
Excellent written and verbal communication skills
Ability to simplify complex business processes into actionable product requirements
Strong collaboration skills across business, client, and technical teams
Detail-oriented with the ability to keep broader product and business outcomes in view
Comfortable working in a fast-paced, evolving, client-driven environment
Customer-focused, pragmatic, and outcome-oriented
Interest in improving retirement engagement and participant outcomes through digital experiences

Skills

SaaS product delivery
Digital platform capabilities
Agile/Scrum methodologies
Recordkeeping systems (FIS Relius & OMNI)
Jira
Confluence
Azure DevOps

Experience Level

5+ years of experience in a Product Owner, Business Analyst, Product Manager, or similar product delivery role

Education Level

Bachelor’s degree or equivalent professional experience
Certified Scrum Product Owner (CSPO) or similar Agile certification

Salary/Compensations

$100,000 - $135,000 USD

Benefits

Bonus Eligible

About the Company

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Equal Opportunity

Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.