Product Owner WM Client Portal Initiative

  • Houston, TX
  • Posted 8 hours ago | Updated 8 hours ago

Overview

Remote
On Site
Contract - W2
Contract - 6 month(s)

Skills

Product Owner

Job Details

Job Title: Product Owner WM Client Portal Initiative
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 seeking a skilled Product Owner to lead the development of a new Wealth Management (WM) client-facing digital portal. The ideal candidate will bring a blend of product leadership, wealth management domain expertise, and a user-centric approach to deliver a modern digital experience.

Key Responsibilities:

  • Own and drive the product vision for the WM client portal from concept to delivery.

  • Define, prioritize, and refine features based on customer feedback and strategic objectives.

  • Lead product execution across Agile teams, ensuring alignment with business and technical goals.

  • Collaborate with cross-functional teams, including engineering, design, compliance, and operations.

  • Ensure the portal delivers intuitive, modern, and secure user experiences.

  • Track product adoption, user engagement, and metrics to guide ongoing enhancements.

Required Qualifications:

  • Bachelor's degree in Business, Finance, Computer Science, or a related discipline.

  • 5+ years as a Product Owner or Product Manager within financial services or wealth management.

  • Experience delivering direct-to-consumer digital products.

  • Strong Agile delivery background and experience managing cross-functional teams.

  • Excellent communication and stakeholder management skills.

  • Proficiency in tools like Jira and Confluence.

Preferred Qualifications:

  • Experience with Salesforce Experience Cloud.

  • Familiarity with UX best practices and customer journey mapping.

  • Understanding of SEC, FINRA, and other compliance regulations relevant to wealth management platforms.

Note:

  • Must be local to Houston, TX or Jersey City, NJ as occasional travel to on-site meetings is required.

  • Only W2 candidates will be considered.

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