Location: Charlotte, NC
Salary: $68.00 USD Hourly - $73.00 USD Hourly
Description: Senior Product Owner, Investment Research & Portfolio Management PlatformWe are not accepting C2C or 1099 arrangements.Location: Charlotte, NC
About the JobWe are seeking a Senior Product Owner to lead product strategy, roadmap execution, and delivery for the Investment Research, Strategy, and Portfolio Management platform within Wealth & Investment Management (WIM).
In this role, you will own the products, data, and workflows that enable investment research, portfolio construction, model portfolio management, and investment strategy distribution for financial advisors. You will work across business, technology, and operations teams to define priorities, deliver customer-focused solutions, and drive execution across a complex platform ecosystem.
This position is ideal for a product leader who thrives in highly collaborative environments, excels at navigating ambiguity, and is passionate about delivering scalable solutions that improve advisor experiences and investment outcomes.
As part of the organization's modernization strategy, you will help shape the roadmap supporting a future AI-enabled advisory experience, including intelligent research personalization, portfolio automation, and workflow-driven strategy delivery.
Responsibilities- Define and execute product roadmaps that align business objectives, customer needs, and technology capabilities.
- Serve as Product Owner for large Agile teams, guiding products through the full lifecycle from strategy and planning to delivery and ongoing optimization.
- Prioritize product backlogs and make informed trade-off decisions to maximize business value, delivery efficiency, and customer impact.
- Partner with stakeholders across Investment Research, Portfolio Strategy, Technology, Operations, Risk, and Compliance to align priorities and drive execution.
- Lead release planning, dependency management, and cross-team coordination across multiple product and platform teams.
- Translate complex business requirements into clear product outcomes, user stories, and development priorities.
- Monitor delivery progress, identify risks, and proactively remove obstacles that impact execution.
- Drive continuous improvement of advisor-facing investment research and portfolio management capabilities.
- Support strategic initiatives that incorporate AI-driven insights, portfolio automation, and personalized research experiences into the advisor workflow.
- Influence product direction through data-driven decision making, stakeholder engagement, and customer-centric thinking.
Minimum Qualifications- 4+ years of Product Management, Product Ownership, product development, or equivalent experience demonstrated through work experience, military experience, training, or education.
- Experience serving as Product Owner for large-scale Agile or Scrum teams with end-to-end ownership of product delivery.
- Experience defining product roadmaps, managing backlogs, and delivering product features from concept through launch.
- Experience coordinating work across multiple teams, products, or platform environments.
- Experience partnering with business, technology, and operational stakeholders to deliver complex initiatives.
- Experience managing competing priorities and balancing short-term execution with long-term strategic goals.
- Strong communication, collaboration, and stakeholder management skills.
Preferred Qualifications- Experience supporting investment research, portfolio management, wealth management, asset management, or financial advisory platforms.
- Experience working within highly regulated environments and incorporating risk and compliance requirements into product delivery.
- Strong understanding of research publishing, portfolio construction, investment strategy distribution, or advisor technology ecosystems.
- Experience managing platform-level products that integrate data, analytics, workflow, and digital capabilities.
- Demonstrated ability to make product trade-off decisions that balance customer needs, technical considerations, operational requirements, and business objectives.
- Ability to influence without authority and drive alignment across diverse stakeholder groups.
- Experience supporting AI-enabled products, automation initiatives, or intelligent workflow solutions.
Why Join UsYou will have the opportunity to shape the future of investment advisory technology by building products that help advisors deliver personalized investment guidance at scale. You will work with cross-functional partners across investment strategy, research, technology, and operations to create innovative solutions that improve client and advisor experiences while advancing long-term digital transformation strategy.
Benefits FeaturedMedical, Dental , and Vision Insurance is offered to qualified candidates.
Medical, dental, and vision insurance are available to qualified candidates who meet eligibility requirements.
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