Product Owner (Wealth Management)

Purple Drive

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profile Job Location:

Hoboken, NJ - USA

profile Monthly Salary: Not Disclosed
Posted on: 7 hours ago
Vacancies: 1 Vacancy

Job Summary

Job Title: Product Owner (Wealth Management)
Location: Hoboken NJ
Type: Contract - Onsite(Hybrid)
Experience: 8 years

Job Responsibilities

Seeking Product Owner to lead the strategy development and delivery of digital wealth management solutions. This role will focus on enhancing advisor and client experiences through innovative platforms driving transformation initiatives and ensuring alignment with business objectives.

Key Responsibilities:

  • Define and own the product vision strategy and roadmap for wealth management platforms.
  • Manage the product backlog write user stories and prioritize features for agile delivery.
  • Collaborate with engineering UX compliance and operations teams to deliver high-quality solutions.
  • Act as a subject matter expert in areas such as fee billing commissions advisor compensation and managed investments.
  • Engage with stakeholders to gather requirements validate features and ensure alignment with business goals.
  • Monitor product performance metrics adoption rates and continuously optimize user experience.
  • Oversee vendor relationships and manage platform implementations (e.g. Varicent Temenos robo-advisory tools).
  • Ensure compliance with regulatory and risk frameworks throughout the product lifecycle.

Qualifications:

  • 7 years of experience in product management within wealth management private banking or fintech.
  • Strong understanding of advisor compensation billing systems and investment workflows.
  • Proven experience in agile methodologies (Scrum SAFe); certifications like CSPO or SAFe PO/PM added advantage.
  • Bachelors degree in Finance Business Economics or related field; MBA is a plus.
  • Familiarity with tools such as JIRA Confluence Miro and wealth-tech platforms.

Job Title: Product Owner (Wealth Management)Location: Hoboken NJType: Contract - Onsite(Hybrid)Experience: 8 years Job Responsibilities Seeking Product Owner to lead the strategy development and delivery of digital wealth management solutions. This role will focus on enhancing advisor and client exp...
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Key Skills

  • Business Development
  • Estate Law
  • Sales Experience
  • Trusts
  • Wealth Management
  • Financial Services
  • Organizational skills
  • Investment Experience
  • Banking
  • Securities Law
  • Financial Planning
  • Wills