Product Owner

Title : Product Owner Location: Charlotte Metro area OR NYC (Hybrid) Need local Overview We are seeking a strategic and results-driven Product Manager / Product Owner with deep domain experience in wealth management, specifically across fee billing, commissions, and advisor compensation systems . This role is critical in leading the modernization of our fee management and commissions platform, including a multi-year transformation leveraging Varicent . Key Responsibilities

• Own the end-to-end product lifecycle for core components including:
• Advisory & Account-Based Fee Billing
• Advisor-Based Pricing Models
• Broker & Advisor Commission Payouts
• Small Balance Fees, IRA Fees, Asset-Based Pricing
• Define and drive the roadmap for building and enhancing fee and commission systems , including the migration to Varicent.
• Translate business and regulatory requirements into functional product features and technical stories using JIRA .
• Collaborate closely with engineering, QA, business stakeholders, and compliance teams to ensure timely and high-quality delivery.
• Partner with advisors and field leaders to gather feedback, understand pain points, and validate features pre- and post-launch.
• Act as the subject matter expert (SME) for advisor commissions and pricing strategies in wealth management.
• Lead cross-functional planning, grooming, sprint reviews, and product demos .
• Build proactive relationships with smart, driven peers in Product, Tech, and Operations ; be the go-to voice for all things pricing and commission.

• 5-10+ years of experience as a Product Manager / Owner in the Wealth Management or Financial Services domain.
• Proven track record in managing systems related to fee billing, commissions, advisor compensation, and pricing strategies .
• Strong functional understanding of fee management systems and advisor revenue-sharing models .
• Hands-on experience with Varicent , including platform migration or rebuilds ( preferred but not mandatory ).
• Working knowledge of JIRA and agile development frameworks .
• Demonstrated experience working on complex, multi-year enterprise product transformation journeys .
• Excellent communication, prioritization, and stakeholder management skills.
• A go-getter with a proactive mindset, ability to work in ambiguity, and proven problem-solving skills.

• Experience working in environments with smart, high-performance teams
• Exposure to advisor onboarding, client billing, and revenue modeling
• Understanding of regulatory compliance in investment advisory or broker-dealer environments Kaav Inc.