Product Manager / Product Owner (Wealth Management) - NYC, NY / Charlotte, NC

Overview

Hybrid
$65 - $70
Contract - W2
Contract - Independent
Contract - 12 Month(s)

Skills

Product Manager
Product Owner
Wealth Management

Job Details

Job Location: NYC, NY / Charlotte, NC

Wealth Management experience is must

 

About R Systems:
R Systems is a leading digital product engineering company that designs and develops chip-to-cloud software products, platforms, and digital experiences that empower its clients to achieve higher revenues and operational efficiency. Our product mindset and engineering capabilities in Cloud, Data, AI, and CX enable us to serve key players in the high-tech industry, including ISVs, SaaS, and Internet companies, as well as product companies in telecom, media, finance, manufacturing, and health verticals. We Are Great Place to Work Certified in 10 countries with a full-time workforce [India, USA, Canada, Poland, Romania, Moldova, Indonesia, Singapore, Malaysia & Thailand]! We are recognized as one of the Best Tech Brands 2024 by the Times Group and India's Top 500 Value Creators 2023 by Dun & Bradstreet.
Company Link:

 

Key Responsibilities

  • Own the end-to-end product lifecycle for core components including:
  • Advisory & Account-Based Fee Billing
  • Advisor-Based Pricing Models
  • Broker & Advisor Commission Payouts
  • Small Balance Fees, IRA Fees, Asset-Based Pricing
  • Define and drive the roadmap for building and enhancing fee and commission systems, including the migration to Varicent.
  • Translate business and regulatory requirementsinto functional product features and technical stories using JIRA.
  • Collaborate closely with engineering, QA, business stakeholders, and compliance teamsto ensure timely and high-quality delivery.
  • Partner with advisors and field leadersto gather feedback, understand pain points, and validate features pre- and post-launch.
  • Act as the subject matter expert (SME)for advisor commissions and pricing strategies in wealth management.
  • Lead cross-functional planning, grooming, sprint reviews, and product demos.
  • Build proactive relationships with smart, driven peers in Product, Tech, and Operations; be the go-to voice for all things pricing and commission.

 

Qualifications

  • 5 10+ yearsof experience as a Product Manager / Owner in the Wealth Management or Financial Services domain.
  • Proven track record in managing systems related to fee billing, commissions, advisor compensation, and pricing strategies.
  • Strong functional understanding of fee management systems and advisor revenue-sharing models.
  • Hands-on experience with Varicent, including platform migration or rebuilds (preferred but not mandatory).
  • Working knowledge of JIRAand agile development frameworks.
  • Demonstrated experience working on complex, multi-year enterprise product transformation journeys.
  • Excellent communication, prioritization, and stakeholder managementskills.
  • A go-getterwith a proactive mindset, ability to work in ambiguity, and proven problem-solving skills.

 

Preferred Skills

  • Experience working in environments with smart, high-performance teams
  • Exposure to advisor onboarding, client billing, and revenue modeling
  • Understanding of regulatory compliancein investment advisory or broker-dealer environments

 

Why Join R Systems?
  • Frequent Internal Hackathons: Engage in dynamic competitions with exciting prizes to keep your skills sharp.
  • Cultural Celebrations: Strengthen our familial bonds through shared celebrations, fostering a sense of community.
  • Diverse Project Exposure: Work on a variety of projects across sectors like Healthcare, Banking, e-commerce, and Retail, collaborating with leading global brands.
  • Centre of Excellence (COE): Benefit from technical guidance and upskilling opportunities provided by our team of technology experts, helping you navigate your career path.
  • E-Learning Platform: Gain access to comprehensive e-learning platforms coupled with a robust mentorship program to enhance your skills.
  • Open Door Policy: Embrace a culture of mutual support, respect, and open dialogue, promoting a collaborative work environment.
 
If you are passionate and excited about working in a fast-paced, innovative environment, we would love to hear from you!
 
#LI-AP2
 
R Systems is an equal opportunity employer that does not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, age, or any other characteristic protected by law. We strive to build a team that reflects the diverse communities we serve, and we actively encourage applications from individuals of all backgrounds and experiences. Our commitment to equal opportunity extends to all aspects of employment, including recruitment, hiring, training, promotion, and benefits.
 
Employers have access to artificial intelligence language tools ( AI ) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.