Product Owner

Title: Senior Product Owner (Wealth Advisory Platform)

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

Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.

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)