Job Description

Title: Senior Product Owner (Wealth Advisory Platform)

Location: Charlotte, NC (550 S. Tryon) or St. Louis, MO (1 N. Jefferson Ave.)

WIM's Investment Solutions Team is looking for Product Owner to support Advisory Platform build out

Provide end to end product management ownership across the Advisory platform, with each role accountable for a large scrum team and delivery outcomes within their scope
Define product vision, roadmap, and priorities, ensuring alignment between business objectives, technology delivery, and advisor experience outcomes
Lead release planning, dependency management, and open issue governance to ensure consistent and coordinated execution across teams
Engage directly with business owners, technology leads, and operations partners to drive decision making and maintain delivery momentum without escalation
Manage and prioritize product backlogs, ensuring clear requirements, defined scope, and alignment to strategic objectives
Lead resolution of complex product and delivery challenges, balancing business needs, technical constraints, and risk considerations
Advance the platform roadmap by incorporating AI enabled capabilities to enhance personalization, decision support, and workflow efficiency
Operate as de facto stream leads within a flatter organizational model, absorbing coordination responsibilities previously held at the management layer
Collaborate with stakeholders, scrum masters, and delivery teams to resolve issues and ensure alignment to delivery objectives
Ensure adherence to risk, control, compliance, and regulatory requirements across all product management activities
MUST have Wealth Management or Wealth Advisory Platform experience
UMA (Unified Managed Accounts) including InvestCloud is a big plus
Big4 Consulting is also a plus (EY, Deloitte, Accenture, PWC)

Job Tags

Full time

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