Product Owner
Product Owner
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Job Description
Title : Product Owner
Location: Charlotte Metro area OR NYC (Hybrid)
6 Months contract (with possible extension)
Overview
We are seeking a strategic and results-driven Product Manager / Product Owner with deep domain experience in wealth management specifically across fee billing commissions and advisor compensation systems. This role is critical in leading the modernization of our fee management and commissions platform including a multi-year transformation leveraging Varicent.
Key Responsibilities
Own the end-to-end product lifecycle for core components including:
Advisory & Account-Based Fee Billing
Advisor-Based Pricing Models
Broker & Advisor Commission Payouts
Small Balance Fees IRA Fees Asset-Based Pricing
Define and drive the roadmap for building and enhancing fee and commission systems including the migration to Varicent.
Translate business and regulatory requirements into functional product features and technical stories using JIRA.
Collaborate closely with engineering QA business stakeholders and compliance teams to ensure timely and high-quality delivery.
Partner with advisors and field leaders to gather feedback understand pain points and validate features pre- and post-launch.
Act as the subject matter expert (SME) for advisor commissions and pricing strategies in wealth management.
Lead cross-functional planning grooming sprint reviews and product demos.
Build proactive relationships with smart driven peers in Product Tech and Operations; be the go-to voice for all things pricing and commission.
Qualifications
5 10 years of experience as a Product Manager / Owner in the Wealth Management or Financial Services domain.
Proven track record in managing systems related to fee billing commissions advisor compensation and pricing strategies.
Strong functional understanding of fee management systems and advisor revenue-sharing models.
Hands-on experience with Varicent including platform migration or rebuilds (preferred but not mandatory).
Working knowledge of JIRA and agile development frameworks.
Demonstrated experience working on complex multi-year enterprise product transformation journeys.
Excellent communication prioritization and stakeholder management skills.
A go-getter with a proactive mindset ability to work in ambiguity and proven problem-solving skills.
Preferred Skills
Experience working in environments with smart high-performance teams
Exposure to advisor onboarding client billing and revenue modeling
Understanding of regulatory compliance in investment advisory or broker-dealer environments
Note: Momento USA is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex pregnancy sexual orientation gender identity national origin age protected veteran status or disability status.
Employment Type
Full-time
