Senior Product Owner – Wealth Management


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Role Description

This role involves leading the evolution of our Salesforce-based wealth platform as a Senior Salesforce Product Owner for Wealth Management. The ideal candidate thrives in a fast-paced environment, understands financial planning workflows, and translates business needs into technical execution.

  • Maximize value delivered by the team by aligning the team backlog with customer and stakeholder needs.
  • Serve as the primary customer advocate and liaison between internal stakeholders and development teams.
  • Work closely with Wealth Management stakeholders to understand advisor pain points and align product direction with business goals.
  • Collaborate with cross-functional teams across compliance, finance, operations, marketing, and technology.

Success in this role hinges on your ability to:

  • Lead requirements gathering through advisor interviews, process analysis, and data insights.
  • Manage demanding stakeholders with empathy and clarity.
  • Drive roadmap planning and backlog prioritization using KPIs, user feedback, and business impact.
  • Communicate effectively across all levels of the organization.

Key Responsibilities

  • Own product backlog and feature prioritization.
  • Define and prioritize user stories, manage the product backlog, and lead agile ceremonies as needed.
  • Participate in SAFe Agile ceremonies, including PI Planning, Sprint Planning, Daily Stand-ups, and Retrospectives.
  • Assist with communicating the vision and roadmap during PI Planning.
  • Communicate product vision, progress, and risks to stakeholders at all levels.
  • Conduct discovery through advisor interviews, data analysis, and process mapping.
  • Assist in meeting coordination, notes, documentation, follow-ups, summaries, and action items.
  • Collaborate with development, finance, compliance, operations, and advisor teams.
  • Enforce data integrity and platform security standards.
  • Monitor product performance and usage metrics.
  • Define CRM product needs and ensure delivery of value.
  • Develop and track KPIs for platform adoption, advisor engagement, and client outcomes.
  • Act as the voice of the customer, ensuring customer needs and feedback are incorporated into the product development process.
  • Prepare mockups and document product standards for the team and stakeholders.

Qualifications

  • Bachelor’s degree preferred, but not required.
  • Minimum 3-5 years of experience in product management or product ownership in financial services or wealth management.
  • Strong experience with Salesforce Financial Services Cloud, Sales Cloud, Service Cloud; experience with Experience Cloud is a plus.
  • Extremely driven, with a passion for process and efficiency.
  • Proven ability to manage demanding stakeholders and balance competing priorities.
  • Skilled in requirements gathering, process analysis, and translating insights into actionable product features.
  • Ability to manage work on multiple projects with competing priorities.
  • Excellent verbal, written, and interpersonal skills.
  • Familiarity with Agile/Scrum methodologies; certifications like CSPO, POPM, or SAFe is a plus.
  • Excellent communication and presentation skills.
  • Hands-on experience managing all stages of the product life cycle.
  • Knowledge of Salesforce, ADO, and Agile methodology.

Requirements

  • Salesforce Financial Services Cloud
  • Salesforce Sales and Service Cloud
  • Orion MoneyGuide
  • Project Management tools and processes

Benefits

  • Base pay range of $100,000 to $110,000 per year.
  • Variable compensation, commission, and/or annual bonus based on performance.
  • Health, wellbeing, retirement, and other financial benefits.
  • Paid time off and overtime pay for non-exempt employees.
  • Robust learning and development programs.
  • Reimbursement of job-related expenses per company policy.
  • Employee perks and discounts.

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