Senior Product Owner, Wealth Management

Job Overview As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more intuitive, efficient, and valuable experience. This role serves as a critical connection point between business strategy, field/advisor needs, operational processes, technology delivery, data capabilities, and third‑party platform partners. You will translate product vision and business strategy into a prioritized backlog, clear requirements, user stories, acceptance criteria, and delivery priorities aligned to business, customer, and enterprise goals. Partner with Product Managers, Technology Leads, business stakeholders, operations, data, compliance, and third‑party providers to deliver Wealth Management capabilities that create business value and improve user experience. Build deep understanding of Wealth Management workflows, products, services, processes, data needs, advisor experience gaps, operational challenges, and technology dependencies to shape product decisions and improvement opportunities. Define, prioritize, sequence, and refine enhancements, integrations, process improvements and actionable backlog items with the Product Manager and Technology Lead. Collaborate with technology, vendor, data, analytics, and AI partners to support reporting needs, governance expectations, and data/AI standards into product solutions. Use process analysis, root cause analysis, and stakeholder feedback to identify opportunities across advisor, client, operations, and business user experiences. Support release readiness, communications, training needs, adoption planning, feedback loops, OKR tracking, milestone reporting, and stakeholder updates to maintain delivery momentum and business alignment. Qualifications Bachelor’s degree or equivalent work experience. 5–7 years of experience in product management, product ownership, business transformation, technology delivery, or a related field. Experience working in or supporting the wealth management industry, with knowledge of wealth management products, advisor/client workflows, operations, business processes, technology platforms, data, and third‑party solutions. Strong understanding of how technology can enable business outcomes, improve operational effectiveness, enhance advisor productivity, and create a better user experience. Proven experience translating business needs, customer research, stakeholder feedback, and strategic priorities into roadmaps, requirements, user stories, and delivery plans. Experience working with cross‑functional teams with the ability to collaborate effectively with multiple stakeholders while helping drive toward clear priorities, informed decisions, and timely execution. Strong product ownership skills, including backlog management, prioritization, acceptance criteria development, dependency management, and release readiness. Excellent communication, facilitation, and stakeholder management skills, with the ability to clearly explain complex concepts to both business and technical audiences. Ability to manage multiple priorities, adapt to changing needs, and maintain focus on business value and delivery outcomes. Preferred Experience Familiarity with wealth management platforms, financial planning platforms, portfolio management tools, or other wealth management technology solutions. Understanding of RIAs or broker‑dealer operations, and investment products. Understanding of the advisor experience, including how advisors engage with clients, manage relationships, complete business processes, access data, and use technology to support growth and service. Salary $99,150.00 – $162,885.00. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. Equal Employment Opportunity Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. Accommodations Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io. Visa Sponsorship Guardian Life is not currently or in the foreseeable future sponsoring employment‑based visas (e.g., such as an H‑1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future. #J-18808-Ljbffr The Guardian Life Insurance Company of America