Overview
Hybrid
Depends on Experience
Contract - Independent
Contract - W2
Contract - 6 month(s)
No Travel Required
Skills
Confluence
development
Temenos
Business
Compliance
Miro
UX
billing systems
Economics
strategy
JD: Job Responsibilities Seeking Product Owner to lead the strategy
and delivery of digital wealth management solutions. This role will focus on enhancing advisor and client experiences through innovative platforms
driving transformation initiatives
and ensuring alignment with business objectives. Key Responsibilities: Define and own the product vision
and roadmap for wealth management platforms. Manage the product backlog
write user stories
and prioritize features for agile delivery. Collaborate with engineering
and operations teams to deliver high-quality solutions. Act as a subject matter expert in areas such as fee billing
commissions
advisor compensation
and managed investments. Engage with stakeholders to gather requirements
validate features
and ensure alignment with business goals. Monitor product performance metrics
adoption rates
and continuously optimize user experience. Oversee vendor relationships and manage platform implementations (e.g.
Varicent
robo-advisory tools). Ensure compliance with regulatory and risk frameworks throughout the product lifecycle. Qualifications: 7+ years of experience in product management within wealth management
private banking
or fintech. Strong understanding of advisor compensation
and investment workflows. Proven experience in agile methodologies (Scrum
SAFe); certifications like CSPO or SAFe PO/PM added advantage. Bachelor’s degree in Finance
and wealth-tech platforms.
Job Details
JD:
Job Responsibilities
Seeking Product Owner to lead the strategy, development, and delivery of digital wealth management solutions. This role will focus on enhancing advisor and client experiences through innovative platforms, driving transformation initiatives, and ensuring alignment with business objectives.
Key Responsibilities:
- Define and own the product vision, strategy, and roadmap for wealth management platforms.
- Manage the product backlog, write user stories, and prioritize features for agile delivery.
- Collaborate with engineering, UX, compliance, and operations teams to deliver high-quality solutions.
- Act as a subject matter expert in areas such as fee billing, commissions, advisor compensation, and managed investments.
- Engage with stakeholders to gather requirements, validate features, and ensure alignment with business goals.
- Monitor product performance metrics, adoption rates, and continuously optimize user experience.
- Oversee vendor relationships and manage platform implementations (e.g., Varicent, Temenos, robo-advisory tools).
- Ensure compliance with regulatory and risk frameworks throughout the product lifecycle.
Qualifications:
- 7+ years of experience in product management within wealth management, private banking, or fintech.
- Strong understanding of advisor compensation, billing systems, and investment workflows.
- Proven experience in agile methodologies (Scrum, SAFe); certifications like CSPO or SAFe PO/PM added advantage.
- Bachelor’s degree in Finance, Business, Economics, or related field; MBA is a plus.
- Familiarity with tools such as JIRA, Confluence, Miro, and wealth-tech platforms.
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