Delivery Manager Digital Product Owner with Wealth Management & Advisor Experience Platforms (Financial Services Cloud & Data Platforms)

Role: Delivery Manager / Digital Product Owner with Wealth Management & Advisor Experience Platforms (Financial Services Cloud & Data Platforms)
Location: Windsor CT

Experience: 12 Years
Domain: Wealth Management Financial Services Advisor Platforms

Client: Voya

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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

• Bachelors 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.

Required Skills:

Agile Product Management Data Platforms Stakeholder Management Financial Services Cloud Jira Scrum