Product Owner - Municipal Bonds

Vision Square INC · Charlotte, United States

Description:

Senior Product Owner focused on Municipal Bonds, responsible for maximizing product value across the primary issuance lifecycle. This role defines and drives the product vision and roadmap for Munis issuance, syndication, pricing, allocation, and settlement workflows, ensuring alignment with business strategy and regulatory requirements. The Product Owner partners closely with front office, syndicate desks, operations, and technology teams in a scaled Agile model to deliver efficient, transparent, and audit-ready execution.

Key Responsibilities:

8+ years of experience in Municipal Bonds primary markets (issuance, syndication, pricing, allocations, settlement)

Develop deep expertise in Munis deal lifecycle, including new issue workflows, order book management, allocations, and investor distribution

Define and execute the product vision and roadmap aligned to strategic priorities for Munis platforms (e.g., Deal Central / issuance platforms)

Drive front-to-back workflow integration, ensuring seamless data flow across origination, syndication, and settlement systems

Partner with syndicate desks, bankers, sales, and operations to understand pain points and prioritize high-impact solutions

Communicate product strategy, roadmap, and outcomes to senior stakeholders (including C-suite) and drive adoption across business users

Own and prioritize the program and product backlog, balancing regulatory, business, and platform modernization priorities

Lead delivery across 1–3 cross-functional Agile teams, ensuring alignment and value delivery

Define and refine user stories and acceptance criteria with a focus on automation, data integrity, and client transparency

Make real-time trade-off decisions between new features, regulatory requirements, and platform stability

Ensure high-quality delivery and acceptance of features, with a focus on scalability and resilience

Drive automation and straight-through processing (STP) across Munis execution workflows

Support user training, demos, and change management to improve adoption and user experience

Required Skills:

Bachelor’s degree in Technology, Finance, or related field; MBA/MS preferred.

Deep understanding of:

Municipal bond issuance lifecycle (competitive & negotiated deals)

Syndication, pricing, and allocation processes

Regulatory and compliance requirements in Munis markets

Experience working directly with front office (syndicate/trading desks) is strongly preferred

Strong understanding of fixed income products and market structure

Proven ability to translate business needs into scalable technology solutions

Strong analytical, problem-solving, and strategic thinking skills

Experience troubleshooting production issues and driving timely resolution

Excellent communication skills with ability to present complex topics to business and executive stakeholders

Experience leading large-scale platform initiatives and user experience improvements

Strong Agile experience:

Backlog prioritization, story writing, acceptance criteria

Tools such as JIRA and Confluence

Experience working in global, cross-functional teams

Familiarity with reporting/BI tools and standard productivity tools (MS Office, Visio, etc.)