Delivery Manager / Digital Product Owner

Role: Delivery Manager / Digital Product Owner

Wealth Management & Advisor Experience Platforms (Financial Services Cloud & Data Platforms)



Location: Windsor, CT

Experience: 12+ Years



Domain: Wealth Management, Financial Services, Advisor Platforms

Remote is also fine here.

Role Overview

We are seeking an experienced Delivery Manager / Digital Product Owner to lead the delivery and product evolution of Wealth Management and Advisor Experience platforms. The ideal candidate will possess a strong blend of digital product management, agile delivery leadership, Financial Services Cloud expertise, and data platform/data pipeline experience . This leader will be responsible for driving strategic initiatives across advisor-facing and client-facing channels, ensuring seamless integration of customer, advisor, operational, and investment data while delivering exceptional digital experiences.

• The role requires close collaboration with business stakeholders, advisors, product teams, architects, engineering teams, data teams, and third-party partners to define roadmaps, prioritize investments, and deliver measurable business outcomes.
• Key Responsibilities
• Product Strategy & Ownership
• Define and manage the product vision, roadmap, and feature backlog for Wealth Management and Advisor Experience platforms.
• Partner with Wealth Management business leaders, advisor teams, and digital stakeholders to translate business objectives into product initiatives.
• Prioritize features and investments based on business value, customer impact, regulatory requirements, and technical feasibility.
• Drive product discovery sessions, roadmap planning, and release prioritization activities.
• Establish KPIs and success metrics aligned with advisor productivity, client engagement, and operational efficiency goals.
• Delivery Leadership
• Lead multiple Agile teams delivering digital capabilities across advisor and client experience platforms.
• Own end-to-end delivery execution including planning, estimation, dependency management, risk mitigation, and stakeholder communications.
• Ensure timely delivery of initiatives while maintaining quality, scalability, security, and regulatory compliance standards.
• Manage delivery governance, status reporting, financial tracking, and executive stakeholder updates.
• Identify opportunities to improve delivery processes, engineering effectiveness, and release management practices.
• Financial Services Cloud Leadership
• Collaborate with business and technology teams to maximize adoption and value realization from Financial Services Cloud capabilities.
• Drive implementation and enhancement of advisor workflows, householding, customer engagement, relationship management, servicing, and financial planning experiences.
• Define integration strategies between Financial Services Cloud and enterprise applications supporting advisor servicing and client engagement.
• Ensure effective management of customer, advisor, household, and interaction data across platforms.
• Data Platform & Pipeline Leadership
• Partner with data engineering and architecture teams to define scalable data strategies supporting advisor and wealth management use cases.
• Drive requirements for real-time and batch data pipelines that power advisor dashboards, client portals, analytics, CRM, and digital applications.
• Ensure data quality, lineage, governance, observability, and security controls are embedded into delivery processes.
• Work closely with enterprise data teams to support customer 360, advisor insights, investment data, reporting, and regulatory requirements.
• Facilitate integration between digital platforms, operational systems, investment systems, and cloud data platforms.
• Stakeholder Engagement
• Act as the primary liaison between business stakeholders and technology delivery teams.
• Build strong relationships across Product, Operations, Compliance, Data, Architecture, and Engineering organizations.
• Drive executive-level discussions and influence prioritization decisions based on business outcomes.
• Communicate roadmap progress, delivery risks, and strategic recommendations to leadership teams.
• Customer & Advisor Experience
• Champion a user-centric approach focused on advisor productivity and superior client experience.
• Leverage customer feedback, usage analytics, and business insights to continuously improve platform capabilities.
• Drive digital transformation initiatives supporting advisor growth, client retention, onboarding, servicing, and engagement.
• Required Qualifications
• Bachelor's degree in Computer Science, Engineering, Business, Finance, or a related discipline.
• 12+ years of experience in digital product management, program management, or delivery leadership.
• Strong experience within Wealth Management, Broker-Dealer, Registered Investment Advisor (RIA), Asset Management, or Financial Services organizations .
• Proven experience managing complex enterprise digital platforms and product roadmaps.
• Experience with Financial Services Cloud implementations and advisor platform capabilities.
• Strong understanding of enterprise data platforms, data integration, and data pipeline ecosystems.
• Experience delivering cloud-based digital solutions using Agile and Scrum methodologies.
• Strong stakeholder management and executive communication skills.
• Experience managing distributed, cross-functional technology teams.
• Preferred Qualifications
• Experience with advisor experience platforms, CRM modernization, financial planning solutions, and customer engagement platforms.
• Knowledge of investment management, retirement solutions, financial planning, and advisory services.
• Familiarity with cloud ecosystems such as Azure, AWS, or GCP.
• Experience with data engineering platforms such as Snowflake, Databricks, Azure Data Factory, Kafka, or equivalent technologies.
• Understanding of API-led integrations, event-driven architectures, and microservices.
• Experience with customer 360, data governance, and master data management initiatives.
• SAFe, Scrum Product Owner, PMP, or Agile certifications are preferred.
• Key Competencies
• Product Vision & Strategy
• Wealth Management Domain Expertise
• Financial Services Cloud
• Digital Transformation
• Agile Product Ownership
• Program & Delivery Management
• Data Platforms & Data Pipelines
• Stakeholder Management
• Customer & Advisor Experience
• Financial Planning & Advisory Workflows
• Data Governance & Analytics
• Executive Communication
• Risk & Compliance Management
• Vendor & Partner Management
• Success Measures
• Successful delivery of strategic Wealth Management and Advisor Experience initiatives.
• Increased advisor adoption and productivity across digital platforms.
• Improved client engagement, onboarding, and servicing experiences.
• Reliable, scalable, and governed data pipelines supporting business-critical capabilities.
• Predictable delivery execution with measurable business outcomes.
• Strong stakeholder satisfaction and alignment across business and technology organizations.
• This role is ideal for a leader who can combine Digital Product Ownership, Delivery Excellence, Financial Services Cloud expertise, and Data Platform leadership to accelerate the transformation of Wealth Management and Advisor Experience capabilities.