Overview
Skills
Job Details
Job Title: Product Owner Digital Onboarding & Money Movement
Location: Remote (Occasional Travel Required) Must be Local to Houston, TX or Jersey City, NJ
Job Type: Contract (W2 candidates encouraged to apply)
Duration: 6 Months (with potential extension)
Job Overview:
We are hiring an experienced Product Owner to lead digital product initiatives focused on onboarding and money movement services for wealth management platforms. This role requires strategic thinking, hands-on product ownership, and deep knowledge of financial technology ecosystems.
Key Responsibilities:
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Lead the end-to-end delivery of digital onboarding and money movement capabilities.
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Define the product vision, roadmap, and detailed requirements aligned with business objectives and client needs.
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Prioritize and manage features across multiple workstreams and external vendors.
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Collaborate closely with engineering, operations, compliance, and vendor partners to ensure successful delivery.
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Own and manage the product backlog; oversee sprint planning and release management.
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Monitor performance KPIs, gather feedback, and drive continuous product improvements.
Required Qualifications:
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Bachelor's degree in Business, Finance, Computer Science, or a related field.
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5+ years of experience as a Product Owner or Product Manager in wealth management, retirement, or investment platforms.
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Strong track record leading cross-functional initiatives in Agile environments.
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Exceptional communication and stakeholder management skills.
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Proficiency in Jira, Confluence, and modern product management tools.
Preferred Qualifications:
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Experience with Salesforce Financial Services Cloud.
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Deep understanding of wealth management, broker-dealer platforms, and regulatory standards.
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Familiarity with third-party integrations such as Fidelity, Envestnet, or Morningstar.
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Strong grasp of API integrations and digital money movement workflows.
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Customer-first mindset with strong product strategy and problem-solving abilities.
Note:
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Candidates must be local to Houston, TX or Jersey City, NJ and available for occasional travel to the office.
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Only W2 candidates will be considered.