Job Description

Title: Senior Product Owner (Wealth Advisory Platform)

Location: Charlotte, NC (550 S. Tryon) or St. Louis, MO (1 N. Jefferson Ave.)

WIM's Investment Solutions Team is looking for Product Owner to support Advisory Platform build out

Provide end to end product management ownership across the Advisory platform, with each role accountable for a large scrum team and delivery outcomes within their scope
Define product vision, roadmap, and priorities, ensuring alignment between business objectives, technology delivery, and advisor experience outcomes
Lead release planning, dependency management, and open issue governance to ensure consistent and coordinated execution across teams
Engage directly with business owners, technology leads, and operations partners to drive decision making and maintain delivery momentum without escalation
Manage and prioritize product backlogs, ensuring clear requirements, defined scope, and alignment to strategic objectives
Lead resolution of complex product and delivery challenges, balancing business needs, technical constraints, and risk considerations
Advance the platform roadmap by incorporating AI enabled capabilities to enhance personalization, decision support, and workflow efficiency
Operate as de facto stream leads within a flatter organizational model, absorbing coordination responsibilities previously held at the management layer
Collaborate with stakeholders, scrum masters, and delivery teams to resolve issues and ensure alignment to delivery objectives
Ensure adherence to risk, control, compliance, and regulatory requirements across all product management activities
MUST have Wealth Management or Wealth Advisory Platform experience
UMA (Unified Managed Accounts) including InvestCloud is a big plus
Big4 Consulting is also a plus (EY, Deloitte, Accenture, PWC)

Job Tags

Full time

Similar Jobs

Thrifty Transportation, Inc

Driver - MTA Mobility Job at Thrifty Transportation, Inc

...to handle physical workload; push/pull tension of at least 50 pounds Ability to work under stress Ability to work early morning hours, day shift and weekend days Ability to verbally communicate with passengers and dispatchers including use of a 2-way radio...

Advanced Space

Staff Accountant (1-3 yrs) Job at Advanced Space

...expense reports, bank reconciliations, journal entries, and month-end close while working... ...invoices accurately and on time, including coding, data entry, and approval routing.... ...accounting internship or working in an entry-level accounting role. Using accounting software...

Concordia University Chicago

Assistant/Associate Professor of Theology Job at Concordia University Chicago

Concordia University Chicago (CUC) invites applications for a full-time Theology Faculty position. The ideal candidate should hold a Ph.D./Th.D. in either Exegetical Theology, Theological Languages and must be an ordained and rostered member in good standing of the Lutheran...

Rivian

Sr. Warehouse Associate - For Future Consideration Job at Rivian

...Sr. Warehouse Associate Rivian is on a mission to keep the world adventurous forever. This goes for the emissions-free Electric Adventure Vehicles we build, and the curious, courageous souls we seek to attract. As a company, we constantly challenge what's possible,...

Integrity Trade Services

Graphic Design Assistant Job at Integrity Trade Services

...Job Description Job Description Design Associate Pay Range: $18.00*based on experience.1st Shift: 7:00am-4:00pm with overtime... ...drawings, and production drawings. Reporting directly to the Graphics Manager. Are you a skilled and motivated individual looking...

Product Owner Job at The Judge Group, Charlotte, NC