Product Owner - Wealth Management

Product Owner, Wealth Management

As a Product Owner, Wealth Management you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals. The Product Owner role involves close collaboration with various stakeholders to clarify requirements, prioritize tasks, and maintain up-to-date product documentation. The Product Owner will track progress to ensure timely delivery, participate in Agile ceremonies, and continuously learn Agile product management practices under the guidance of a senior Product Owner.

You Will

• Develop and manage the product backlog, ensuring it aligns with the overall product vision and strategy
• Collaborate with cross-functional teams to gather and refine requirements, ensuring they are well-documented and prioritized
• Maintain clear and up-to-date product documentation, including user stories, acceptance criteria, and meeting notes
• Monitor the progress of product development, ensuring that features are ready for sprints and delivery timelines are met
• Participate in Agile ceremonies, contributing to the continuous improvement of Agile practices within the team
• Work closely with stakeholders to ensure that the product meets customer needs and business objectives
• Support the team in understanding and implementing Agile product management fundamentals and best practices
• May lead projects or project steps within a broader project

Required Experience

• A minimum of 4-6 years of experience in product management or a related field
• Experience working in or supporting the wealth management industry
• Proven ability to develop and manage product backlogs, ensuring alignment with product vision and strategy
• Strong collaboration skills with cross-functional teams to gather and refine requirements.
• Excellent documentation skills to maintain clear and up-to-date product documentation, including user stories and acceptance criteria
• Familiarity with Agile methodologies and participation in Agile ceremonies
• Strong communication skills to work closely with stakeholders and ensure the product meets customer needs and business objectives
• Ability to support the team in understanding and implementing Agile product management fundamentals and best practices

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.

Required Skills

• Agile Facilitation
• Product Document
• Requirements Management
• Root Cause Analysis (RCA)
• Scrum (Agile)

Salary Range: $79,310.00 - $130,295.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. 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.

Our Promise

At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

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.

Notice Regarding Guardian's Use of Artificial Intelligence in Recruitment

As part of Guardian's job application process, Guardian may use artificial intelligence tools ("AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.