Vericast

Define and manage product portfolio strategy, lead Scrum team activities, collaborate cross-functionally, manage backlog and user stories, develop pricing and go-to-market strategies, monitor product performance, and act as SME and thought leader. | 10-15 years banking industry experience with deposit/lending/compliance products, advanced product management certification, 3-5 years Jira/Confluence experience, Agile certification, strong leadership, and deep knowledge of banking regulations. | Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale. That’s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more. For more information, visit http://www.vericast.com or follow Vericast on LinkedIn.Job DescriptionThe Senior Product Owner - Financial Services is responsible for defining and managing the strategic direction of the product portfolio, ensuring alignment with overall business objectives. This role involves collaborating with cross-functional teams - including product marketing, sales, development, CRM, pricing, and customer support - to develop and communicate a clear product roadmap. The Sr. Product Owner will manage all Scrum team activities, foster cross-team collaboration, and serve as the central communication point to ensure alignment and clarity across departments. Key responsibilities include defining and maintaining the product backlog, breaking down epics into actionable features and user stories, and prioritizing tasks based on business and technical needs. They will work closely with the pricing team to develop competitive pricing strategies and with product marketing to create effective go-to-market plans and sales enablement tools. This role requires continuous development of market and technical knowledge to inform product decisions, leveraging CRM tools and customer insights to guide product enhancements. The Sr. Product Owner will oversee the execution of the product development process, monitor performance against key KPIs, and make data-driven decisions to optimize the product portfolio. As the Subject Matter Expert (SME), the Sr. Product Owner will support clients through direct engagement and represent the product at various speaking engagements, webinars, and public forums, driving product awareness and market presence.KEY DUTIES/RESPONSIBILITIESProduct Strategy and Roadmap Management: Define and manage the strategic direction of product portfolio, aligning it with overall business objectives. Collaborate with cross-functional teams - including product marketing, sales, and other product owners - to develop a clear product roadmap. Regularly update and communicate the roadmap to stakeholders, ensuring alignment and clarity. 30%Cross-Functional Collaboration and Coordination: Manage all activities of the Scrum team, including Daily Stand Ups, Planning, Grooming, and Retrospectives. Create a relationship with the Scrum Team that fosters mutual respect and collaboration. Act as the central communication point between development, sales, marketing, CRM, pricing, and customer support teams to ensure each understands their role in the product development process. 30%Backlog Management and User Story Development: Define and maintain the product backlog for products supported, breaking down epics into features and creating detailed user stories for development teams. Ensure the backlog is prioritized based on business and technical needs, serving as the business expert for the Scrum Team and negotiating priorities with stakeholders. Accept completed user stories to ensure they fulfill the defined acceptance criteria. 15%Pricing and Go-to-Market Strategy: Collaborate with the pricing team to develop and refine pricing strategies that ensure competitive positioning and profitability. Work with product marketing to create effective go-to-market plans, sales enablement tools, and customer-facing materials that communicate the product's value proposition. 10%Market and Technical Knowledge Development: Continuously build market and technical knowledge to inform key product decisions. Develop a high level of expertise on the products supported, learning and relaying technical concepts dynamically based on the audience. Leverage CRM tools and customer insights to guide product enhancements, ensuring the portfolio meets customer needs and drives satisfaction. 5%Execution and Performance Monitoring: Oversee the execution of the product development process, ensuring that all teams are on track to meet key milestones and deliverables. Monitor the performance of the product portfolio against key performance indicators (KPIs) such as revenue, market share, and client satisfaction. Make data-driven decisions to optimize the product portfolio and adjust strategies as needed to achieve desired outcomes. 5%Client Support and Thought Leadership: Serve as the Subject Matter Expert (SME) for the product portfolio, supporting clients through direct engagement, presentations, and consultations. Represent the product at webinars, conferences, and speaking engagements, sharing insights and updates to strengthen client relationships and market presence. Develop content for various channels, including blogs and vlogs, to communicate product features, benefits, and industry trends. Actively participate in public forums to demonstrate expertise, foster trust, and drive product awareness, while ensuring that all messaging aligns with the overall product strategy and company goals. 5%QualificationsEDUCATIONBachelor's Degree (Required) in a technical field or finance preferred.EXPERIENCE10-15 years of experience in the banking industry, with a focus on retail deposits, lending and/or compliance. Experience in developing, launching, and managing deposit, lending, and/or compliance products is essential. This includes experience with pricing strategies, market analysis, and product lifecycle management.Advanced Certification in Product Management for Financial Services.3-5 years experience with Jira/Confluence required.Experience in advertising or big data preferred.Certified Scrum Product Owner (CSPO) preferred. Project Management Professional (PMP) preferred.KNOWLEDGE/SKILLS/ABILITIESAbility to break down technical issues into easily digestible data points.Excellent written and verbal communication skills.Strong interpersonal and relationship building skills.Full understanding of Agile principles, with Agile certification.Ability to work independently and as part of a team.Experience managing a Scrum team and backlogs for that team.Ability to develop and implement strategic initiatives for deposit growth and retention, aligning with the bank's overall goals.Strong leadership skills to manage and motivate a team, with experience in leading cross functional teams and projects.Deep understanding of deposit products, including savings accounts, checking accounts, certificates of deposit (CDs), and money market accounts.Proficiency in analyzing financial statements, understanding balance sheets, and managing risks associated with deposit products.Comprehensive understanding of banking regulations related to deposit products, such as the Dodd Frank Act, Regulation D, and the Bank Secrecy Act.Ability to analyze market trends, customer data, and performance metrics to make data driven decisions.Additional InformationBase Salary: $140,000 - $160,000Position is eligible for an annual bonus incentive program.*Applications will be accepted through September 21, 2025, after which the posting will be closed and no longer available for submissions.*The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities.Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, 401K with company match and generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers!At Vericast, we don’t just accept differences - we celebrate them, we support them, and we thrive on them for the benefit of our employees, our clients, and our community. As an Equal Opportunity employer, Vericast considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or any other classifications protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at [email protected]. EEO is the law. To review your rights under Equal Employment Opportunity please visit: www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf. #LI-KK1 #LI-REMOTE

Manage and coordinate direct marketing and digital campaigns for clients, serve as primary client contact, oversee project execution, budgeting, and cross-team collaboration. | 2-4 years direct marketing account management experience, preferably in financial services, knowledge of direct marketing principles, budgeting and forecasting skills, strong communication, and proficiency in Microsoft Office. | Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale. That’s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more. For more information, visit http://www.vericast.com or follow Vericast on LinkedIn. Job Description The Client Manager II plans, coordinates and manages the execution of direct marketing and digital campaigns primarily customized solutions on behalf of the client and in support of client business objectives and prepared strategic plans; serves as the primary point of daily contact for the client with regard to specific projects which often involves coordination across multiple Vericast locations; and fosters a positive client-company relationship. Key Duties/Responsibilities • Serves as the main point of contact for the client regarding project initiatives (all teams – Marketing, Data Processing, Operations, Purchasing etc.); by channeling all project-related communications with the client outside vendors internal team members and other company staff members; schedules and leads meetings / conference calls with the client and team members to review project initiatives and communicate updates on the progress opportunities and financial implications of activities (some meetings may require travel to the client site and formal presentations). Deepen the client relationship through meaningful engagement. • Act as a consultant to the client for development and management of Vericast's programs/solutions. Serves as the liaison with the production scoping and pricing process on a project basis by: identifying upsell opportunities, coordinating the generation of cost estimates, PWOs/proposals and answering client questions on product or capabilities. • Serves as the liaison with the Business Development Executive and Strategic Account team assigned to a client project by, reviewing strategic briefs and coordinating client and team approval, managing changes in strategy throughout the term of a project notifying team members and facilitating discussions with the client, and notifying Business Development Executive of discrepancies in job progression or critical events on projects to ensure client satisfaction and manage overall client relationship. • Maintains documentation related to individual direct marketing and digital campaign projects by, opening jobs in Advantage, maintaining project notes and online folders for all assigned jobs, maintaining status reports for assigned projects and distributing to team members, developing written communication to inform team members of any changes in their project roles, maintaining client edit and approval documents on such items as creative work and data processing reports. • Serves as the liaison with the Analytics and Data Services processes on a project basis by, assisting in writing data processing (DP) specifications, coordinating client review and approval of DP specifications, and reviewing data processing audits such as source file audits interim audits selection audits and mail file audits. • Serves as the liaison with the Creative process on a project basis by, reviewing creative copy and concepts for support of client strategic objectives, coordinating client revisions and subsequent approvals, and coordinating the internal routing of creative documents for quality checks. • Manages project process through the implementation of company processes and procedures in order to meet established client deadlines, communicates timelines to project team members and updates as necessary, manages client budgets and project expenses and ensures quality control throughout each stage of the process. • Performs other duties as required or assigned which are reasonably within the scope of the duties above. In increasing order of supervisor’s ability to reassign duties as an accommodation. Equipment / Software Utilized: Personal computer, utilizing a Microsoft Windows environment: Word, Excel, Power Point, Outlook. Qualifications EDUCATION • Bachelor’s degree in Marketing, Communications or a related field OR required knowledge, skill, and mental development equivalent to the completion of four years of college with courses in Marketing. Experience • 2-4 years of direct marketing account management experience preferably servicing the financial services industry or any equivalent combination of training and experience (Required) • Working knowledge of direct marketing principles and practices (Required) • Budgeting, forecasting and strategic planning experience along with experience with financial modeling. Experience with best practices in financial reporting and experience with planning and reporting systems and ERP’s highest standards of accuracy and precision and highly organized. • Ability to handle multiple projects and articulate with excellent verbal and written communication skills. • Ability to think creatively be highly-driven and self-motivated with ability to command credibility and influence across the organization. • Ability to think strategically act tactically and embrace rapid change and ambiguity. Ability to work independently with limited direction. • Demonstrated proficiency with Microsoft Word, Excel, PowerPoint. • Experience with cross-functional and cross-divisional projects that drive change. Demonstrated Project Management skills along with the ability to identify problems and recommend solutions COMMUNICATION AND CONTACTS This individual has contact with current clients, potential clients, external vendors, other account executives, business development executives and various employees within the following Marketing Services processes; Client Strategy, Analytics and Business Intelligence, Operations, Creative and Project Services. Additional Information Base Salary: $60,000 - $80,000 Position is eligible for an annual bonus incentive program. • Applications will be accepted through September 17, 2025, after which the posting will be closed and no longer available for submissions. The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities. Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, 401K with company match and generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers! At Vericast, we don’t just accept differences - we celebrate them, we support them, and we thrive on them for the benefit of our employees, our clients, and our community. As an Equal Opportunity employer, Vericast considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or any other classifications protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at talentacquisition@vericast.com. EEO is the law. To review your rights under Equal Employment Opportunity please visit: www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf.

The Client Manager II plans, coordinates, and manages the execution of direct marketing and digital campaigns for clients. They serve as the primary point of contact for clients, ensuring effective communication and project management across various teams. | Candidates should have a Bachelor's degree in Marketing or a related field and 2-4 years of direct marketing account management experience. Strong communication skills and the ability to manage multiple projects are essential. | Vericast is the financial institution (FI) performance partner. We help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. Our advanced analytics, data-driven insights and integrated solution set enable better execution with agility, precision and scale. That’s why thousands of financial institutions look to Vericast and our 150 years of financial services expertise to help them achieve more. For more information, visit http://www.vericast.com or follow Vericast on LinkedIn.Job DescriptionThe Client Manager II plans, coordinates and manages the execution of direct marketing and digital campaigns primarily customized solutions on behalf of the client and in support of client business objectives and prepared strategic plans; serves as the primary point of daily contact for the client with regard to specific projects which often involves coordination across multiple Vericast locations; and fosters a positive client-company relationship.KEY DUTIES/RESPONSIBILITIESServes as the main point of contact for the client regarding project initiatives (all teams – Marketing, Data Processing, Operations, Purchasing etc.); by channeling all project-related communications with the client outside vendors internal team members and other company staff members; schedules and leads meetings / conference calls with the client and team members to review project initiatives and communicate updates on the progress opportunities and financial implications of activities (some meetings may require travel to the client site and formal presentations). Deepen the client relationship through meaningful engagement.Act as a consultant to the client for development and management of Vericast's programs/solutions. Serves as the liaison with the production scoping and pricing process on a project basis by: identifying upsell opportunities, coordinating the generation of cost estimates, PWOs/proposals and answering client questions on product or capabilities.Serves as the liaison with the Business Development Executive and Strategic Account team assigned to a client project by, reviewing strategic briefs and coordinating client and team approval, managing changes in strategy throughout the term of a project notifying team members and facilitating discussions with the client, and notifying Business Development Executive of discrepancies in job progression or critical events on projects to ensure client satisfaction and manage overall client relationship.Maintains documentation related to individual direct marketing and digital campaign projects by, opening jobs in Advantage, maintaining project notes and online folders for all assigned jobs, maintaining status reports for assigned projects and distributing to team members, developing written communication to inform team members of any changes in their project roles, maintaining client edit and approval documents on such items as creative work and data processing reports.Serves as the liaison with the Analytics and Data Services processes on a project basis by, assisting in writing data processing (DP) specifications, coordinating client review and approval of DP specifications, and reviewing data processing audits such as source file audits interim audits selection audits and mail file audits.Serves as the liaison with the Creative process on a project basis by, reviewing creative copy and concepts for support of client strategic objectives, coordinating client revisions and subsequent approvals, and coordinating the internal routing of creative documents for quality checks.Manages project process through the implementation of company processes and procedures in order to meet established client deadlines, communicates timelines to project team members and updates as necessary, manages client budgets and project expenses and ensures quality control throughout each stage of the process.Performs other duties as required or assigned which are reasonably within the scope of the duties above. In increasing order of supervisor’s ability to reassign duties as an accommodation. Equipment / Software Utilized: Personal computer, utilizing a Microsoft Windows environment: Word, Excel, Power Point, Outlook.QualificationsEDUCATIONBachelor’s degree in Marketing, Communications or a related field OR required knowledge, skill, and mental development equivalent to the completion of four years of college with courses in Marketing.EXPERIENCE2-4 years of direct marketing account management experience preferably servicing the financial services industry or any equivalent combination of training and experience (Required)Working knowledge of direct marketing principles and practices (Required)Budgeting, forecasting and strategic planning experience along with experience with financial modeling. Experience with best practices in financial reporting and experience with planning and reporting systems and ERP’s highest standards of accuracy and precision and highly organized.Ability to handle multiple projects and articulate with excellent verbal and written communication skills.Ability to think creatively be highly-driven and self-motivated with ability to command credibility and influence across the organization.Ability to think strategically act tactically and embrace rapid change and ambiguity. Ability to work independently with limited direction.Demonstrated proficiency with Microsoft Word, Excel, PowerPoint.Experience with cross-functional and cross-divisional projects that drive change. Demonstrated Project Management skills along with the ability to identify problems and recommend solutionsCOMMUNICATION AND CONTACTSThis individual has contact with current clients, potential clients, external vendors, other account executives, business development executives and various employees within the following Marketing Services processes; Client Strategy, Analytics and Business Intelligence, Operations, Creative and Project Services.Additional InformationBase Salary: $60,000 - $80,000Position is eligible for an annual bonus incentive program.*Applications will be accepted through September 17, 2025, after which the posting will be closed and no longer available for submissions.The ultimate compensation offered for the position will depend upon several factors such as skill level, cost of living, experience, and responsibilities.Vericast offers a generous total rewards benefits package that includes medical, dental and vision coverage, 401K with company match and generous PTO allowance. A wide variety of additional benefits like life insurance, employee assistance and pet insurance are also available, not to mention smart and friendly coworkers!At Vericast, we don’t just accept differences - we celebrate them, we support them, and we thrive on them for the benefit of our employees, our clients, and our community. As an Equal Opportunity employer, Vericast considers applicants for all positions without regard to race, color, creed, religion, national origin or ancestry, sex, sexual orientation, gender identity, age, disability, genetic information, veteran status, or any other classifications protected by law. Applicants who have disabilities may request that accommodations be made in order to complete the selection process by contacting our Talent Acquisition team at [email protected]. EEO is the law. To review your rights under Equal Employment Opportunity please visit: www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf. #LI-KK1 #LI-REMOTE