Experience Owner

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).

Harvard Partners is a management consulting firm focused on helping companies more effectively leverage their IT investment. We engage with the C-Suite and Technology Team to help them better understand their IT infrastructure and process in order to align the technology strategy and organization to reach the firm’s strategic business goals.Some of our practices include:• Program/Project Management and "PMO as a Service"​• IT Assessments• Business Continuity/Disaster Recovery• Optimized Infrastructure• Concierge Managed Services• Data Center Strategy, Transformation, and Migration• Cloud Management Programs• Security Assessments and Remediation• Staffing, technical & tacticalWorking with the client’s staff, vendors, and consultants, we deliver supportive and collaborative engagements where direct dialog, simplified reporting, productive meetings, and clear responsibility and accountability encourage active participation resulting in consensus-based business outcomes.