Ben O'Rourke Email & Phone Number

Saint Paul, Mn, Us

Zurich, Ch

I was recruited to join the global investment bank as a Product Director. I set the digital strategy and manage multiple products for the highly regulated enterprise. My team of 3 direct reports and our supporting vendors execute the multi-year roadmaps for the enterprise technology products with multi-million dollar budgets. I serve to set the product vision and lead the delivery of large-scale initiatives.My role as a product leader is to champion the products and my team through the lifecycle of the complex products. I do this by fostering an inclusive environment that empowers people to take action while also supporting their continued growth. I apply my prior client-facing experience and broader program and operational experience to coach people to success. I also celebrate their successes and seize learning opportunities to facilitate the development of everyone on my team.I regularly work across the enterprise to advance our products. This includes partnering cross-functionally with legal, compliance, engineering, and many other departments. I also collaborate with external stakeholders including our vendor partners to ensure the successful delivery of our initiatives.A few of my recent achievements include:• Leads 3 direct reports and owns the $10M budget for multiple enterprise technology products.• Owns the relationships with 4 vendors including technology & data providers to ensure timely, quality delivery.• Realized $2M savings in tech debt and operational risk through strong leadership.• Transformed the document management platform in 8 months to better serve global end users.• Mentor and coach junior product owners across the product department in Agile Methodologies & Practices.• Shapes the roadmap of multiple enterprise technology products by serving on the quarterly planning events.Product Portfolio: Content Management System (Client Onboarding, Account Management), Data, Processes

Minneapolis, Mn, Us

During this time, I was a Senior Product Owner for the 5th largest bank in the US. I moved from the investment services division to enterprise product ownership to lead the content management platform that provided a centralized repository for client documents and data. My role was to architect and own the regulated workflows to deliver the right information to people in a secure and user-friendly manner.I owned the Document Vault workstream in this role with the help of my direct report and our key vendor. We sought to streamline processes and increase efficiency for employees and our clients across the enterprise business lines. I also worked closely with compliance and legal teams to ensure all regulatory requirements were met and maintained within the content management platform. This included implementing strict version control measures and encryption protocols to protect sensitive client information. Through this process, we were able to identify pain points and make necessary updates to enhance the overall user experience.Results in this role were:• Concepted and deployed the modular software development strategy that saved $400k - $1.5M on each component delivered by eliminating the continued need to custom develop software for each department.• Incorporated AI / ML into the lifecycle of data and documents in the enterprise platform while retaining security and regulatory controls with PII and other sensitive data.

Minneapolis, Mn, Us

I joined the 5th largest bank as a Product Manager. I was in the investment services division where I managed digital products through the full lifecycle. My focus during this time was the design and transformation of the client onboarding process. I served as part of the enterprise team that spearheaded the large-scale initiative to revamp the entire client onboarding process. This process had been a major pain point for both customers and employees due to the regulatory requirements that had necessitated highly manual processes for content management. The COVID-19 pandemic elevated the priority of this technology initiative. As a result, my team and I conducted extensive research and analysis, including interviews with stakeholders from different departments and surveys.Based on our findings, we proposed 4 workstreams to deliver an entirely new enterprise document and data management platform. I was selected to lead 1 of these core workstreams for the enterprise and promoted to the role of Senior Product Owner.

Minneapolis, Mn, Us

I was promoted to the role of product owner based on my success with the deposit and rate products for the financial services institution. In this capacity, I built the roadmap and prioritized the delivery of digital products. I was a part of the product department and owned multiple products including software, data, content management systems, mobile & web applications, and related processes.My prior customer-facing and operational experience within financial services enabled me to maximize the impact of our products. I applied these insights to create a seamless user experience, increase customer retention, and drive revenue growth. To do that, I also built and delivered training to engage the end users in the solutions. This training served to empower our internal users to effectively utilize the platform but also to maximize its utilization in the service of our clients.The delivery of solutions and features during this time involved considerable cross-functional teams to bring the ideas to life for the highly regulated business. Together, we drove innovation across multiple workstreams with the delivery of comprehensive technology to enhance the overall digital customer experience.Accomplishments during this time were:• Migrated all documents with zero errors for all online users (clients) with a multi-million dollar budget as the platform owner leading the external vendor and the cross-functional internal teams.• Managed the design and delivery of the client interface for 18 months including consulting with technology partners to build the workflows to effectively and securely handle the data.• Increased utilization 20% of the enterprise platform by visiting 20+ locations to provide training, coordinating internal communications to market product value, and deploying training videos through self-help platforms.• Enabled 20% Month over Month increase in account opening through digitization of the client experience.

Minneapolis, Mn, Us

I took the opportunity to pivot from program management into products when I joined the wealth management and financial services company. I was a senior product specialist who worked with multiple products including deposit, rates, and data solutions. My role was to facilitate product launches, maintain the momentum of the roadmaps, and provide insights for potential new products. I worked across the matrixed enterprise to engage stakeholders at each stage of the product cycle. This included compiling and analyzing data to provide strategic updates to stakeholders with varying backgrounds. I also collaborated with cross-functional teams to develop product requirements and ensure successful implementation.Wins in this role included:• Hedged the unfavorable market conditions for the enterprise by leading the development and launch of the StepUp Rate Products to enable customers to capitalize on changing market forces.• Captured 10% increase in revenues by launching new sales strategy and collateral to optimize product position.• Designed and managed the testing of calculations of distribution fees across the product portfolio.Products Coordinated: Deposit Products, Rate Solutions, Data (Fees)

San Francisco, California, Us

Financial Services -- Relocation Consulting; NMLSR ID 1017221

San Francisco, California, Us

Master Of Business Administration - Mba, Business, Management And Marketing

Bachelor Of Arts - Ba, Business Administration, Management And Operations