Lead Product Owner

The Wealth & Investment Management (WIM) organization is seeking an experienced Lead Product Owner to support the expansion and modernization of its Wealth Advisory Platform ecosystem. This role will provide strategic product leadership across critical advisor technology platforms that serve financial advisors, wealth managers, and investment professionals.

The ideal candidate will bring deep expertise in wealth management technology platforms, product strategy, Agile delivery, and enterprise-scale platform transformation. You will partner closely with business leaders, technology teams, operations, and delivery organizations to drive platform innovation, enhance advisor experiences, and deliver measurable business outcomes., * Own end-to-end product management responsibilities for large-scale Wealth Advisory Platform initiatives.

• Define and execute product vision, strategy, roadmaps, and priorities aligned with business objectives and advisor experience goals.
• Lead large Agile delivery teams and oversee product outcomes across multiple workstreams.
• Manage and prioritize product backlogs, ensuring user stories, requirements, and scope are clearly defined and aligned with strategic objectives.
• Drive release planning, dependency management, and governance activities to ensure coordinated delivery across teams.
• Partner directly with business stakeholders, technology leaders, and operations teams to make decisions and remove delivery obstacles.
• Resolve complex product, technology, and operational challenges while balancing business needs, technical constraints, and risk considerations.
• Incorporate AI-enabled capabilities into platform roadmaps to enhance personalization, advisor decision support, workflow automation, and operational efficiency.
• Serve as a key coordination and execution leader within a lean organizational structure, driving cross-functional alignment and accountability.
• Collaborate with Scrum Masters, engineers, architects, and stakeholders to achieve delivery milestones.
• Ensure all product management activities comply with regulatory, risk, governance, and control requirements., This role offers the opportunity to shape the future of advisory technology landscape by leading strategic platform initiatives that impact advisors, clients, and wealth management operations at scale. You will play a critical role in advancing modern advisory capabilities while supporting one of the largest wealth management organizations in the industry. Must-Have Requirement

Direct Wealth Advisory Platform experience is required. Candidates without hands-on experience supporting Wealth Advisory platforms such as Envestnet, Addepar, Orion, Black Diamond, SEI, Tamarac, or InvestCloud will not be considered.

• 7+ years of Product Ownership, Product Management, or related experience within financial services or wealth management organizations.
• Extensive experience managing enterprise-scale technology products and Agile delivery programs.
• Strong experience leading large Scrum teams and delivering complex platform initiatives.
• Demonstrated ability to define product roadmaps, manage stakeholder relationships, and drive execution.
• Strong understanding of investment advisory operations, advisor workflows, and wealth management technology ecosystems.
• Excellent communication, leadership, and stakeholder management skills.

Required Wealth Advisory Platform Experience

Candidates must have direct experience with one or more of the following Wealth Advisory Platforms, * Experience working within large banking or wealth management organizations.

• Knowledge of AI, machine learning, or intelligent automation capabilities within advisor platforms.
• Experience with portfolio management, rebalancing, performance reporting, client portals, and advisor technology ecosystems.
• Understanding of regulatory requirements affecting wealth management and advisory products.
• Experience managing platform modernization, digital transformation, or advisor experience initiatives.

Desired Skills

• Product Strategy & Roadmap Development
• Agile Product Ownership
• Wealth Management Technology
• Investment Advisory Platforms
• Scrum & Agile Delivery
• Stakeholder Management
• Portfolio Management Systems
• Digital Transformation
• AI-Enabled Product Innovation
• Risk & Compliance Management
• Release Planning & Governance