About Safra National Bank:

Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Reserve and the Federal Deposit Insurance Corporation (“FDIC”). Headquartered in New York, with branches and offices in Florida, Massachusetts, California, and representative offices in Brazil, Chile, Mexico, and Panama, Safra National Bank is a leading private bank with a devoted team of relationship managers serving many sophisticated U.S. and international high net worth clients.

Position Summary:

Product Owner – Digital Banking Platforms & Wealth and Financial Planning Journey Miami, FL | New York, NY

Support the strategy and drive the day-to-day execution of the Wealth & Financial Planning Journey and the support of SafraLink – the client-facing iBanking solution – and SafraNet – the internal account officer portal. This is a Product Management role that bridges business needs and technology delivery, translating strategic priorities into actionable product roadmaps while coordinating cross-functional teams to ensure timely, high-quality outcomes.

Key Responsibilities

Product Management, Execution & Roadmap Support

• Generate and translate business requirements into clear user stories, acceptance criteria, and sprint-ready tasks
• Maintain and prioritize the product backlog for SafraLink and SafraNet in alignment with business goals
• Partner with Technology teams to ensure on-time, on-scope delivery of platform enhancements
• Track milestones, flag blockers, and escalate risks proactively

Innovation & User Experience

• Gather feedback from clients and account officers to identify pain points and improvement opportunities
• Support benchmarking and UX research initiatives to keep platforms competitive
• Champion onboarding, self-service, and mobile optimization enhancements

Cross-Functional Coordination

• Serve as the day-to-day liaison between the Front-office, Technology, Operations, Finance and Compliance
• Facilitate sprint planning, stand-ups, and stakeholder update meetings
• Document decisions, action items, and business requirements clearly and consistently

Data & Performance

• Define and track KPIs including platform adoption, uptime, and customer satisfaction
• Leverage analytics and user feedback to inform prioritization decisions and present findings to leadership

Governance & Risk

• Ensure all platform changes follow change control and compliance review processes
• Coordinate with risk and audit stakeholders on platform-related documentation and testing

Requirements:

• 7–10 years of experience in product ownership, business analysis, or digital project coordination
• Proactive, organized, and solutions-oriented with strong communication skills
• Background in banking, fintech, or financial services preferred
• Comfortable working with both business stakeholders and operations & technology teams
• Analytically minded — able to work with data to tell a story and support decisions
• Familiarity with Agile/Scrum methodologies a plus

Safra National Bank of New York is an Equal Employment Opportunity

Application Question(s):

• What are your salary expectations?

Education:

• Bachelor's (Required)

Ability to Commute:

• Aventura, FL 33180 (Required)

Work Location: In person