Experience Owner Job at Harvard Partners, LLP, Johnston, RI

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  • Harvard Partners, LLP
  • Johnston, RI

Job Description

In this role, you'll define the vision and roadmap for ensuring our chatbot becomes a trusted digital companion that helps customers make smarter money decisions. You'll partner across design, data, engineering, and business teams to deliver conversational experiences that are seamless, compliant, and impactful.

Responsibilities:

• Own the strategy, roadmap and backlog for initiatives pertaining to our chatbot, with a focus on building financial insight and transaction search capabilities (spending trends, savings opportunities, personalized recommendations).

• Translate customer and business needs into clear priorities, epics, and user stories that drive measurable outcomes.

• Partner with cross-functional teams to design, build, and launch digital features that simplify decisions and deepen engagement.

• Use data and analytics to measure performance, monitor adoption, and identify opportunities for continuous improvement.

• Champion a customer-first approach, ensuring experiences are intuitive, valuable, and aligned with our digital strategy.

• Coordinate with other experience owners across chatbot product teams, ensuring alignment on overall product vision.

Qualifications:

• 5+ years of product management experience, ideally with digital products in banking, fintech, or AI/chatbot solutions.

• Proven ability to define product vision, build strategic roadmaps, and deliver customer-centric digital experiences.

• Strong skills in translating complex business and data needs into actionable product requirements.

• Proven success in launching AI-driven features that personalize user experiences and drive engagement.

• Familiarity with agile delivery practices and tools like Jira.

• Experience in integrating financial data into customer-facing tools is highly desirable.

• Effective communication skills, both written and verbal to facilitate collaboration across multiple teams.

• Experience working with compliance, legal, and risk teams to ensure responsible use of financial data in customer experiences. (desired but not required)

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