Product Manager; Wealth Management

Product Manager/Owner (Wealth Management)

Location:

Fort Mill SC/ Austin TX (hybrid)

Full Time Only

We are seeking a skilled and strategic Sr. Product Owner with a strong background in Wealth Management (WM) and Data to drive the design, development, and delivery of data-driven solutions. This individual will act as the bridge between business stakeholders, data engineers, and technology teams to develop innovative data products that enhance client experience, portfolio performance insights, compliance, and advisor effectiveness.

• Define and own the product vision and roadmap for WM Data Products (e.g., client 360, investment analytics, advisor dashboards, financial planning tools).
• Translate business requirements into user stories with clear acceptance criteria.
• Prioritize and manage product backlogs in line with business goals and regulatory requirements.
• Collaborate with cross-functional teams including Wealth Management advisors, data engineers, UX designers, and compliance.

• Partner with data architects and engineers to design scalable, reliable data products leveraging structured and unstructured data.
• Define data contracts and data quality requirements for Wealth Management use cases.
• Ensure alignment of data products with regulatory and risk frameworks (e.g., KYC, AML, fiduciary rules).
• Monitor product performance and adoption; refine features based on feedback and usage data.

• Act as the voice of the customer (internal advisors, end-clients, compliance teams) throughout the product lifecycle.
• Conduct regular product reviews and demos with stakeholders.
• Manage expectations and communicate progress, risks, and dependencies transparently.

• 10+ years of experience as a Product Owner or Product Manager, with at least 3-5 years in Wealth Management.
• Strong understanding of Wealth Management products: portfolio management, client onboarding, investment advisory, performance reporting.
• Experience working on or building data-driven products: data lakes, data marts, analytics platforms, reporting tools.
• Proven track record of working in Agile environments (Scrum, SAFe).

• Experience with cloud data platforms (AWS).
• Knowledge of data governance, privacy, and financial compliance (e.g., SEC, FINRA, GDPR).
• Coding of SQL, data modeling experience.

• Bachelor's degree in Business, Finance, Computer Science, or related field. MBA or related advanced degree preferred.