The Senior Product Delivery Manager – BondNav Fixed Income Platform will play a critical role in the continued growth, modernization, and delivery execution of the BondNav platform. This cross-functional role partners with business and technology teams to define, prioritize, and deliver capabilities supporting advisors, wealth management clients, institutional users, and internal stakeholders.

KEY RESPONSIBILITIES

Partner with BondNav sales, product, trading, operations, and technology leadership to define platform priorities, roadmap items, delivery sequencing, and measurable business outcomes.
Translate business strategy, client needs, market changes, regulatory considerations, and platform opportunities into actionable product capabilities.
Drive feature development across trading workflows, analytics, reporting, onboarding, and post-trade processing.
Monitor platform performance, user feedback, client needs, competitive trends, and market developments to identify opportunities for enhancement, automation, modernization, and differentiation.
Define and track KPIs, adoption metrics, delivery milestones, and business outcomes to measure feature impact and inform prioritization.
Produce executive-ready updates, roadmap summaries, delivery dashboards, release summaries, and decision materials.

Project Management, Agile Delivery & Execution Ownership

Own and manage the delivery pipeline, product backlog, sprint priorities, and execution roadmap with BondNav leadership, technology leads, QA, and business stakeholders.
Operate within an Agile software development lifecycle, managing planning, execution, releases, and continuous improvement.
Maintain Jira discipline for epics, features, user stories, acceptance criteria, dependencies, risks, defects, and release items.
Translate business priorities into a structured delivery backlog that supports sprint execution, roadmap visibility, release planning, and measurable outcomes.
Track milestones, risks, dependencies, and blockers; upscale issues and drive resolution.
Coordinate across product, engineering, QA, UX, infrastructure, data, operations, vendors, and external partners to ensure predictable execution and high-quality delivery.
Drive accountability by ensuring scope, timelines, priorities, risks, and ownership are clearly understood and actively managed.

Fixed Income Trading & Workflow Analysis

Analyze and document fixed income trading workflows across the trade lifecycle, including pre-trade, order entry, pricing, execution, allocations, confirmations, settlement, reporting, downstream processing, and operational handoffs.
Work with sales, trading, operations, product, and client-facing teams to identify workflow gaps, onboarding needs, pain points, and opportunities for automation or platform improvement.
Support enhancements related to fixed income products, advisor and institutional trading workflows, and dealer connectivity.
Apply knowledge of OMS concepts, trading workflows, trade management, and fixed income platforms to ensure requirements are practical, complete, and aligned to business needs.
Experience with Bloomberg TOMS or similar fixed income trading, order management, or trade management platforms is a strong plus.

Business Analysis & Requirements Leadership

Gather and translate business needs into requirements, user stories, acceptance criteria, and test scenarios.
Partner with Sales, Trading, Product, Operations, Compliance, Finance, and Technology to ensure requirements reflect business priorities, client needs, workflow realities, and operational controls.
Analyze business processes, trading workflows, client onboarding, and operational dependencies to identify opportunities for automation, efficiency improvement, risk reduction, and modernization.
Perform gap analyses across platform workflows, integrations, controls, reporting, client onboarding, and downstream dependencies.
Ensure product requirements reflect applicable regulatory, compliance, and supervision considerations, including FINRA, SEC, and MSRB requirements where relevant.
Maintain documentation of requirements, decisions, risks, implementation plans and stakeholder sign-offs.

Client Onboarding, Adoption & Stakeholder Engagement

Participate in client meetings, onboarding sessions, workflow reviews, platform demonstrations, and post-onboarding feedback discussions as needed.
Partner with BondNav sales and product leadership to understand client feedback, adoption patterns, onboarding friction, workflow needs, and enhancement opportunities.
Serve as a trusted product and workflow advisor to internal stakeholders, client-facing teams, and technology partners.
Build strong relationships across BondNav leadership, Trading, Sales, Operations, Compliance, Finance, Technoloy, QA, infracstructure, vendors, and external partners.
Promote transparency, accountability, and alignment across business, product, technology, and client-facing teams.

Release Management, Quality Assurance & Production Readiness

Support UAT planning and execution, including test design, business scenario validation, coordination, defect triage, stakeholder sign-off, and release readiness.
Partner with QA, engineering, product, and business stakeholders to ensure features meet business requirements, workflow expectations, operational needs, and production-quality standards.
Prepare release notes, user documentation, training materials, product updates, and adoption communications for new platform capabilities.
Support rollout planning, issue resolution, post-release validation, and stakeholder communications.

REQUIRED EXPERIENCE & QUALIFICATIONS

Bachelor’s degree in Business, Finance, Computer Science, Information Systems, or a related field.
7+ years of experience as a Product Owner, Product Manager, Business Analyst, Delivery Manager, Project Manager, or similar role in financial services, fintech, capital markets, or trading technology.
Strong fixed income capital markets knowledge, including bond trading concepts, pricing, execution workflows, market structure, trade lifecycle, and post-trade processing.
Experience with trading platforms, order management systems, trade lifecycle workflows, financial market technology platforms, or capital markets applications.
Hands‑on Agile delivery experience, including backlog ownership, sprint planning, release planning, dependency management, stakeholder communication, and delivery execution.
Proven ability to manage a product delivery pipeline from intake through prioritization, requirements, development, testing, release, adoption, and post‑release support.
Proficiency with Jira, Confluence, and Agile delivery practices, including epics, user stories, acceptance criteria, sprint boards, dashboards, reporting, and backlog hygiene.
Demonstrated project management discipline with the ability to manage concurrent workstreams, track milestones, communicate status, elevate risks, and drive accountability.
Proven ability to translate complex business needs, client requirements, and trading workflows into clear, actionable requirements for technical teams.
Strong analytical, problem‑solving, communication, stakeholder management, facilitation, documentation, and cross‑functional collaboration skills.
Ability to balance product ownership, business analysis, project management, and delivery management in a fast‑paced capital markets technology environment.

PREFERRED QUALIFICATIONS

Experience with wealth management, advisor platforms, fixed income distribution, institutional trading, dealer workflows, or electronic trading platforms.
Experience with Bloomberg TOMS, OMS platforms, fixed income trading systems, trade management platforms, or trading workflow integrations.
Familiarity with structured products, new issue workflows, secondary trading, advisor tools, dealer‑to‑client platforms, or capital markets distribution platforms.
Experience supporting client onboarding, platform demonstrations, and post‑implementation adoption.
Experience with platform modernization, integrations, APIs, reporting, and SaaS platforms.
Understanding of applicable regulatory and compliance considerations for fixed income trading, including FINRA, SEC, and MSRB requirements.
CSPO, SAFe Product Owner/Product Manager, Scrum, PMP, or related Agile/project management certification is a plus.

KEY SUCCESS FACTORS

Ability to quickly build credibility with BondNav leadership, sales, product, trading, operations, clients, and technology teams.
Strong command of fixed income workflows and ability to translate business and trading needs into clear technology deliverables.
Ownership mindset with the ability to drive execution, remove blockers, and create delivery transparency.
Strong Jira, backlog, roadmap, release, and delivery discipline.
Ability to operate strategically while remaining hands‑on with requirements, documentation, testing, and delivery execution.
Clear, concise, executive‑ready communication style.
Strong judgment in balancing client needs, business value, regulatory considerations, technical feasibility, and delivery timelines.
Commitment to improving platform quality, user experience, operational efficiency, and measurable business outcomes.

PHYSICAL & OTHER REQUIREMENTS

Standard office environment; prolonged computer use.
Occasional travel may be required for client meetings, onboarding discussions, business stakeholder sessions, or team collaboration

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