Product Owner â WM Client Portal Initiative
Product Owner â WM Client Portal Initiative
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Job Description
Job Title: Product Owner WM Client Portal Initiative
Location: Remote (Occasional Travel Required) Must be Local to Houston TX or Jersey City NJ
Job Type: Contract (W2 candidates encouraged to apply)
Duration: 6 Months (with potential extension)
Job Overview:
We are seeking a skilled Product Owner to lead the development of a new Wealth Management (WM) client-facing digital portal. The ideal candidate will bring a blend of product leadership wealth management domain expertise and a user-centric approach to deliver a modern digital experience.
Key Responsibilities:
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Own and drive the product vision for the WM client portal from concept to delivery.
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Define prioritize and refine features based on customer feedback and strategic objectives.
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Lead product execution across Agile teams ensuring alignment with business and technical goals.
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Collaborate with cross-functional teams including engineering design compliance and operations.
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Ensure the portal delivers intuitive modern and secure user experiences.
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Track product adoption user engagement and metrics to guide ongoing enhancements.
Required Qualifications:
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Bachelors degree in Business Finance Computer Science or a related discipline.
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5 years as a Product Owner or Product Manager within financial services or wealth management.
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Experience delivering direct-to-consumer digital products.
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Strong Agile delivery background and experience managing cross-functional teams.
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Excellent communication and stakeholder management skills.
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Proficiency in tools like Jira and Confluence.
Preferred Qualifications:
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Experience with Salesforce Experience Cloud.
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Familiarity with UX best practices and customer journey mapping.
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Understanding of SEC FINRA and other compliance regulations relevant to wealth management platforms.
Note:
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Must be local to Houston TX or Jersey City NJ as occasional travel to on-site meetings is required.
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Only W2 candidates will be considered.
Employment Type
Full-time
