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Associate Principal, Technical Product Owner - Marketing Technology


The IT Delivery Lead is a critical function responsible for product delivery in the software lifecycle process. This role is responsible for ensuring that requested enhancements and updates to technology systems meet business, compliance and security requirements. The Delivery Lead is responsible to ensure the completion of security analysis, compliance review and documentation, technical design, development configuration and testing of system changes, either individually or in collaboration with business and technical partners. 

Essential Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

  • Proven leadership to drive cross functional teams to a consensus and manage groups without direct authority
  • Establish shared vision across the company by building consensus on priorities leading to product execution
  • Demonstrated leadership in identifying and facilitating resolution of issues relative to agile change management, technical implementation and vendor relationship management
  • Provides effective and clear status updates to the business and IT management
  • Initiates and facilitates conversations between the business and technology teams to identify and refine scope, confirm acceptance criteria, and approve proposed technical solutions
  • Manage sprint backlogs through collaboration with stakeholders
  • Manage product roadmap(s) by working with stakeholders to prioritize features and identify dependencies
  • Drive product development with a team of business users, technology, creative and UX, and analytics team members to ideate, build, test and launch new features
  • Integrate usability studies, research and market analysis into product requirements to enhance user satisfaction
  • Collaborate with stakeholders to create documentation to support compliance, security and technology requirements
  • Collaborate with stakeholders to create documentation to support software change management including user stories, use cases and feature specifications to detail how products and product features should be built
  • Create and maintain change management documentation for updates and releases to the production environment
  • Ownership, setup and regular review of Google Analytics and Google Tag Manager with associated websites
  • Kanban and Scrum board management in agile project management
  • Vendor relationship manager responsible for third party risk and security reviews, invoice and account management
  • Provide leadership, share knowledge, mentor team members, and provide coaching as needed
  • Stay current on emerging technology trends
  • Define and analyze metrics that inform the success of products
  • Participate in the "Lessons Learned"/Retrospective process to provide information to help OCC improve practices, methodologies, tools, technologies, and programming languages
  • Make updates to websites using content management system (CMS) and/or Sharepoint and provide training to business partners on how to update websites using CMS tools
  • Participate on various technical focus groups for various initiatives and provide input and feedback to management
  • Complies with, and takes the initiative to contribute and optimize Policies, Procedures and Job Aids
  • Performs other duties as assigned

Supervisory Responsibilities:



The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Experience in a regulated business and/or technical environment with an established compliance and security posture
  • Must have hands on experience with Google Analytics and Google Tag Manager
  • Must have hands on experience with email software platform(s)
  • Demonstrated experience with Confluence and Jira
  • Demonstrated knowledge and experience with Agile methodologies for software lifecycle management
  • Preferred experience in the following technologies: Sharepoint, Kentico, Salesforce, Pardot, and Sendgrid
  • Preferred experience with Content Management Systems (CMS) and Learning Management Systems (LMS)
  • A creative, technical expert who possesses business acumen to help create innovative and modern products for our users
  • Seamlessly collaborates with technology, creative and UX, analytics and business teams to drive a robust product management process from discovery to development to launch
  • Experience in technology improvement, road mapping and product development
  • A leader who will develop customer-focused and innovative solutions to complex problems inspiring stakeholders and supporting a robust product strategy
  • Strong presentation and communication skills
  • Strong analytical skills with an interest in developing innovative solutions
  • Strong written and verbal communication skills are critical, including the ability to discuss technical concepts with non-technical personnel
  • Self-managed and motivated; organized and detail-oriented
  • Understand web development standard practices and processes
  • Ability to follow through with tasks to their completion
  • Readiness to learn new technologies and analytical tools

Technical Skills:

Google Analytics

Google Tag Manager

Education and/or Experience:

  • Bachelor’s degree in Computer Science, Information Systems, Marketing, Business or equivalent combination of education and work experience
  • 3-5 years working in role as Product Owner, Project Manager, Business Analyst, Customer Service and Relationships, Agile Scrum Master or Agile Coach
  • 3-5 years working as a business or system analyst (BA/SA)

Certificates or Licenses:

  • Product Owner or Scrum Master Certification
  • Project Management Institute (PMI) certifications (PMI-PMP or PMI-ACP) preferred
  • Google Analytics and Google Tag Manager

Step 1
When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.  

Step 2
You will receive an email notification to confirm that we've received your application.

Step 3
If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location. 

For more information about OCC, please click here.

OCC is an Equal Opportunity Employer

Apply About OCC
  • REQ-2117
  • Dallas, TX
  • Full Time Regular
  • Posted: Jul. 15, 2021

How to Apply

Step 1 - When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.

Step 2 - You will receive an email notification to confirm that we've received your application.

Step 3 - If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location.

OCC is an Equal Opportunity Employer

Numerous studies have shown that people from groups that are traditionally under-represented in financial services apply to jobs only if they believe they meet 100% of the requirements. We want to break down this mindset to further diversify our workforce.

We encourage you to review our open positions and apply if you think your experience may be a match, even if you do not meet all of the qualifications. Your perspective may be an element we need to continue building innovative solutions to support the markets and market participants we serve.

OCC is a globally recognized entity that clears a multitude of diverse and sophisticated products. We want to reflect this in the diversity of our workforce.

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