Senior Product Manager

Job Description: Product Owner – Wealth Advisory Platform

Position: Product Owner - Wealth Advisory & Advisor Technology Platforms

Location: Charlotte, NC / St. Louis, MO / (Hybrid)

Job Type: Contract / Full-Time

Overview

We are seeking an experienced Product Owner with a strong background in Wealth Management, Wealth Advisory Platforms, Advisor Workstations, and Managed Accounts Technology . The ideal candidate will bridge business stakeholders, financial advisors, operations teams, and technology partners to deliver scalable solutions that enhance the advisor and client experience across wealth management products and platforms.

This role requires expertise in wealth advisory ecosystems, advisory trading, portfolio management, proposal generation, managed accounts, and advisor desktop technologies. Candidates with experience supporting platforms such as Envestnet, InvestCloud, Addepar, Orion, Black Diamond, Tamarac, Vestmark, SEI Wealth Platform, TIAA advisory platforms, or similar wealth management solutions are highly preferred.

Key Responsibilities

• Own and manage the product backlog for wealth advisory and advisor technology initiatives.
• Gather, analyze, and document business requirements, user stories, and acceptance criteria.
• Partner with Financial Advisors, Wealth Managers, Operations, Compliance, and Technology teams to define platform enhancements.
• Drive product strategy and roadmap execution for advisory platforms and advisor-facing applications.
• Lead Agile ceremonies including backlog grooming, sprint planning, reviews, and retrospectives.
• Collaborate with UX, Engineering, Architecture, and Business stakeholders throughout the SDLC.
• Support digital transformation initiatives across wealth management and investment advisory operations.
• Define workflows and capabilities for:
• Advisor Desktop / Advisor Workstation
• Managed Accounts Platforms
• Advisory Trading Solutions
• Portfolio Rebalancing
• Model Management
• Investment Proposal Generation
• Client Reporting
• Fee Billing
• Financial Planning Tools
• CRM Integrations
• Coordinate User Acceptance Testing (UAT) and production releases.
• Analyze advisor feedback and business metrics to prioritize features and improvements.
• Support vendor integrations and third-party wealth technology platforms.
• Ensure adherence to regulatory, risk, and compliance requirements.

Required Qualifications

• Bachelor's degree in Business, Finance, Economics, Technology, or related field.
• 5+ years of Product Owner/Product Manager experience.
• 3+ years of experience within Wealth Management, Wealth Advisory, Registered Investment Advisory (RIA), Private Banking, or Investment Management environments.
• Strong expertise with wealth advisory platforms and advisor technology ecosystems.
• Experience writing:
• User Stories
• Business Requirements Documents (BRDs)
• Functional Specifications
• Acceptance Criteria
• Hands-on experience with Agile/Scrum methodologies.
• Strong stakeholder management and communication skills.
• Experience leading UAT, testing, and product releases