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)

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