Wealth Platform Product Owner: Automation & Workflow
PowerToFly
PowerToFly is seeking an Assistant Vice President, Product Owner for their Automation & Workflow Solutions Team. This role involves leading transformational changes and collaborating with diverse teams to enhance operational efficiencies.
The ideal candidate will have at least 5 years of relevant experience, strong communication and problem-solving skills, and a Bachelor's degree. This position offers an opportunity to drive impactful solutions in a dynamic environment.
#J-18808-Ljbffr$85k - $140k
...Automation & Workflow Product Owner - Wealth Management Platforms Assistant Vice President Location : Purchase We are seeking a dedicated and experienced individual to join our team as an Assistant Vice President, Product Owner within the Automation and Workflow...PlatformFull timeTemporary workWork at officeWorldwideShift work- ...Wealth Management Strategic Solutions Product Owner/Business Analyst - AssociateWe are looking for a dedicated individual to join our team as an... ...design innovative solutions that enhance our Automation & Workflow platform portfolio, create process efficiencies, and unlock...Platform
$110k - $190k
...Field Experience and Platforms, Insurance & Annuities... ...investment management and wealth management services.... ...efficiency. The Product Owner will support Agile squads... ...opportunities to digitize and automate manual processes,... ..., and post-issue workflows. The Product Owner will...PlatformTemporary workWorldwide$175k - $190k
...interconnected global operating platforms, we're bound by a... ...in a true cross-product and cross-platform approach... ...intelligence (AI) and automation across the... ...Senior Business Product Owner, Transformation Strategy... ...best practices, systems, workflows, and offerings.Demonstrated...PlatformTemporary workWork at officeLocal areaFlexible hours$58k - $115k
...Wealth Management Strategic Solutions Product Owner/Business Analyst -Associate Wealth Management Platforms Location: Purchase We are looking for a dedicated individual... ...solutions that enhance our Automation & Workflow platform portfolio, create process...PlatformFull timeTemporary workWork at officeWorldwideShift work$110k - $190k
Wealth Management Platforms Purchase, NY We are seeking a talented and motivated digital product manager to join the Morgan Stanley Wealth Management... ...team, the product owner is responsible for the client... ..., Workplace Platforms, Automation & Workflow, Digital Trading &...PlatformTemporary workWork at officeWorldwide- ...About The Job The Senior Product Owner – Supporting Functions is responsible for defining and... ...roles. Experience managing products or platforms supporting Finance, HR, Shared Services... ...and ecosystems supporting Finance, HR, workflow, reporting, governance, and shared...PlatformWorldwideFlexible hours
- Morgan Stanley in Purchase, NY seeks a Digital Banking Product Owner to drive new digital banking products for its Wealth Management Platforms across web and mobile. You will lead vision, strategy, and roadmaps and partner with design, engineering, operations, risk, and...Platform
- Morgan Stanley is transforming digital banking with an industry-leading platform that unites wealth management and everyday banking in one experience. We seek an AVP Digital Banking Product Owner to shape vision, strategy, and execution across mobile and web platforms in...Platform
- ...Morgan Stanley in Purchase, NY is seeking a digital product manager to lead the client-facing experiences across Online/Mobile and E*TRADE channels, focusing on the Financials pages. You will define the product vision and drive MVP delivery with a cross-functional team...Platform
- Danone is seeking a Senior Product Owner to define and drive the product vision, roadmap, and value for enterprise function portfolios including FP&A, DBS, HR, and General Services. The role partners with business leaders, IT, and external providers to deliver scalable...Platform
- ...evolve with you. Our product line has grown a lot since... ...Manager of Finance Platforms, you are responsible for... .... This product owner will work closely with... ...improvement, process automation, platform adoption, and... ...process documentation, workflows, operating procedures,...PlatformFull timeTemporary workLocal areaRemote workFlexible hours
$157.2k - $256.6k
...Solutions Partner to be a Scientific Data Product Owner and to lead the holistic data strategy... ..., ELN, LIMS, instrument and analytical platforms, registration systems), and our goal is... ...lineage tooling.Experience with AI/ML workflows and the data requirements that support...PlatformFull time- ...Python-based services, agents, and tooling to support AI workflows and automation. Help design and prototype agentic AI patterns (reasoning... ...Build, configure, and test AI workflows running on modern platforms (Kubernetes, vector databases such as Milvus, distributed...PlatformInternship
- ...A technology solutions firm is seeking a Senior ETRM Platform Product Owner to lead the ownership of its ETRM product. Based in Stamford, CT, this hybrid role requires 7+ years of experience in energy trading systems and responsibility in handling integrations and operational...Platform
- ...Jefferies Wealth Fixed Income Execution Desk Middle Office/Trading... ...alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking... ...and the ability to prioritize workflow ~2-4 years of related in...PlatformFull timePart timeWork at officeLocal area
$110 - $130 per hour
...an investment firm, is seeking an AI Platform Product Lead to join their team in New York, NY... ...build and run AI enabled software and workflows in their controlled environments. The... ...capabilities across agents, workflow automation, integrations and self-service. Drive...Platform- ...Wealth Director NYC Do you know the difference between a contact and a center of influence? Can you name the estate attorneys and... ...experts for prospect meetings and events. There is no banking platform to feed you, and that is by design. Your network is the platform...PlatformWork at office
- ...commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Platform
- ...validate PowerShell scripts as part of automation workflows and maintain in source control for... ...Source Code etc.) as directed by Job owners.Proactively review and monitor the health... ...through REST API calls.Maintain JAMS platform, standard operating procedures, perform...Platform
- ...Morgan Stanley Wealth Management is seeking an experienced professional to support the growth of a 529 Plan platform with $20B in assets under management. The role blends field coverage, product expertise, and risk/control responsibilities within Investment Solutions’...Platform
- ...investment manager, is looking for someone to join its wealth distribution operations team. The firm manages a diversified platform across private markets and credit strategies,... ...platforms, working across legal, sales, product, and marketing teams Troubleshoot trade...Platform
- ...Coda Search has partnered with a respected private wealth management firm overseeing $10 billion in assets. The team is looking to bring... ...and portfolio reporting. Familiarity with major custodial platforms (e.g., Schwab, Fidelity, or Pershing) and portfolio reporting...Platform
- ...complex business problems, improve enterprise platforms, and bring strategic design thinking to... ...Lead UX strategy and hands-on product design for complex enterprise applications... ...environment Leverage AI tools to improve workflows and user experiences Experience...Platform
- ...Administrator to manage, maintain, and enhance their Salesforce platform. This role will support fundraising, donor management,... ...tracking, and internal operations through system configuration, workflow automation, data management, and user support. The ideal candidate will...Platform
- ...Company Description Evolve Private Wealth is an independent, employee-owned registered... ...advisor serving entrepreneurs, business owners, and multi-generational families facing complex... ...: account management, custodial platforms, proposal generation ~ A track record of...PlatformWork at office
$130k - $150k
...Strong technical background and experience in Data and Analytics product implementations Represents the voice of the customer Helps... ...integration requirements. Oversee development of data pipelines, ETL/ELT workflows, and data warehousing solutions, ensuring adherence to best...Work at officeLocal areaFlexible hours$70k - $85k
...FINTECH / WEALTH TECHNOLOGY PLATFORM Location : Stamford, CT Compensation : $70,000 to $85,000 Leading financial technology platform... ...Operations & Process Improvement Support operational workflows and controls Assist with process improvement...Platform$100k - $120k
...identifying opportunities for automation and standardization. The role... ...execution. Market Data & Platform Controls Upload volatility... ...process automation and AI-enabled workflow improvements across desks... ...understanding of financial products including U.S. Treasuries, futures...PlatformWork at office- ...global alternative asset manager with a broad platform spanning private equity, real estate,... ...strategies. The firm’s Private Wealth business is a significant and rapidly growing... ...provide broad exposure to fund structuring, product development, regulatory matters,...Platform
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