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# Product Owner

- **Company:** WEMSON INSURANCE SERVICE LLC
- **Location:** United States
- **Experience:** Experienced
- **Contract:** Permanent contract
- **Skills:** Artificial Intelligence, Decision Support Systems, Scrum Methodology
- **Published:** September 26, 2026
- **Apply:** https://www.thejobnetwork.com/job/40861fa0-f27e-4369-b5cf-0dd4660efbaa/product-owner

## About the Role

* Experience with Wealth Management or Wealth Advisory Platforms., * 3+ years of experience in wealth management product ownership.
 * Bachelor's degree in Business, Finance, Computer Science, or a related field.
 * Experience in product management, Agile/Scrum, backlog prioritization, roadmap development, and stakeholder management.
 * Experience with wealth management platforms.
 * Experience with Unified Managed Accounts, including InvestCloud.

## Description

WIM's Investment Solutions Team is seeking a Product Owner to support the build-out of its Advisory Platform. Reporting to the Technology Leader, Head of Product, and Investment Solutions Leader, this role will own product management across major advisory platform initiatives, with a focus on UMA platform expansion and advisor workflow modernization. The Product Owner will lead delivery outcomes for a large scrum team, advance AI-enabled capabilities, and ensure alignment among business objectives, technology delivery, advisor experience, risk, control, compliance, and regulatory requirements. This is a no-travel role with a growth path to Senior Product Owner., * Define product vision, roadmap, and priorities in alignment with business objectives, technology delivery, and advisor experience outcomes.

 * Manage and prioritize product backlogs with clear requirements, defined scope, and strategic alignment.
 * Lead release planning, dependency management, and open-issue governance across teams.
 * Provide end-to-end product ownership for the Advisory Platform and delivery outcomes within assigned scope.
 * Engage business owners, technology leads, operations partners, scrum masters, and delivery teams to drive decisions and maintain momentum.
 * Resolve complex product and delivery challenges while balancing business needs, technical constraints, and risk considerations.
 * Advance UMA platform expansion and advisor workflow modernization initiatives.
 * Incorporate AI-enabled capabilities to enhance personalization, decision support, and workflow efficiency.
 * Coordinate stream-level activities within a flatter organizational model.
 * Ensure adherence to risk, control, compliance, and regulatory requirements.