E T Consultant

The ET Consultant will perform professional-level analyses and contribute substantially to the delivery of trust fund products and systems. The role involves engaging with business partners and end users to understand needs, translate them into product requirements, manage product backlog, oversee product creation stages, and use data analytics to monitor progress.

Responsibilities

• Engage with Trust Fund business stakeholders to understand and anticipate their needs and challenges, and translate them into viable product requirements and features for systems such as the Trust Fund Portal and Shareholder Recordkeeping platform.
• Define configuration specifications and business requirements to ensure alignment with product roadmap objectives for trust fund management systems.
• Gather and document user requirements through interviews, workshops, and surveys with stakeholders across trust fund operations, donor reporting, and shareholder recordkeeping functions.
• Prioritize the product backlog to align with business objectives and customer needs, contributing major components to product planning and delivery across the trust fund product portfolio.
• Develop and maintain comprehensive documentation, including business process flows, functional specifications, and user stories specific to trust fund and shareholder recordkeeping workflows.
• Collaborate with stakeholders to identify opportunities for product improvements and efficiency gains in trust fund management and donor contribution tracking processes.
• Support and participate in sprint planning and reviews to ensure timely and quality delivery of trust fund product features and enhancements.
• Deliver regular status updates to clients, identify and address risks, and reflect changes in requirements and priorities across the Trust Fund Portal and Shareholder Recordkeeping initiatives.
• Plan and execute product updates and future releases through a data-driven and agile approach, ensuring alignment with evolving trust fund business needs.
• Actively engage with the Design and Digital Acceleration teams to monitor and incorporate industry trends, user feedback, and emerging requirements into trust fund products and systems.
• Assess impact to end users — including trust fund managers, donor relationship teams, and recordkeeping staff — and support change management activities as needed.
• Develop and track product KPIs that are measurable, actionable, and aligned with trust fund business goals and users' objectives.
• Monitor client needs, industry trends, Bank priorities, KPIs, and user feedback to inform ongoing product direction for trust fund and shareholder record keeping systems.

Requirements

• Master's degree with 5 years of experience or a Bachelor's Degree with a minimum of 7 years of relevant experience, or equivalent combination of education and experience.
• Broad-based professional experience and thorough knowledge of product management, business analysis, or a related functional specialty, preferably within financial systems or fund management environments.
• Demonstrated ability to develop, analyze, and articulate product and project issues, and to diagnose problems and propose reliable solutions.
• Working knowledge of Trust Fund management processes, donor fund operations, or shareholder recordkeeping is strongly preferred.
• A minimum of 3 years of experience contributing to and operationalizing product strategies and managing key phases of the product lifecycle.
• A minimum of 2 years of hands-on experience with Agile methodologies (Scrum, Kanban) and proficiency with Agile planning and tracking tools such as Azure DevOps.
• Proven ability to collaborate with team members across boundaries and contribute productively to shared deliverables, demonstrating respect for diverse points of view.
• Strong interpersonal and teamwork skills with a demonstrated ability to cultivate effective and productive working relationships across organizational boundaries.
• Ability to define and track key performance indicators relevant to the product and business goals.
• Proficiency with data analytics tools to measure client satisfaction, team velocity, and product metrics.
• Excellent written and verbal communication skills, with the ability to produce concise, audience-appropriate reports and presentations.
• Strong collaboration and facilitation skills with demonstrated experience engaging stakeholders in multicultural environments.
• Passion for innovation and commitment to staying current with the latest technological trends.
• Ability to learn quickly and adapt effectively to changing priorities.
• Able to take personal ownership and accountability to meet deadlines and achieve agreed-upon results.
• Proficiency in English.

Skills

• Product Management
• Business Analysis
• Financial Systems
• Fund Management
• Trust Fund Management
• Donor Fund Operations
• Shareholder Recordkeeping
• Product Lifecycle Management
• Agile Methodologies
• Scrum
• Kanban
• Azure DevOps
• Indicator Performance Tracking
• Data Analytics
• Client Satisfaction Measurement
• Team Velocity Analysis
• Report Writing
• Stakeholder Engagement
• Multi-cultural Team Collaboration
• Facilitation Skills

Languages

English