Negotiable
Outside
Remote
USA
Summary: The role of Product Owner requires a seasoned professional with over 5 years of experience in Wealth Management or Financial Services. The candidate will manage systems related to fee billing and advisor compensation while demonstrating strong communication and stakeholder management skills. A proactive mindset and hands-on experience with relevant tools like Varicent and JIRA are essential for success in this position.
Key Responsibilities:
- Manage systems related to fee billing, commissions, advisor compensation, and pricing strategies.
- Oversee fee management systems and advisor revenue-sharing models.
- Engage in platform migration or rebuilds with Varicent.
- Utilize JIRA and agile development frameworks in project management.
- Lead complex, multi-year enterprise product transformation journeys.
- Demonstrate problem-solving skills in ambiguous situations.
Key Skills:
- 5-10+ years of experience as a Product Manager/Owner in Wealth Management or Financial Services.
- Proven track record in managing fee billing and advisor compensation systems.
- Strong functional understanding of fee management systems.
- Hands-on experience with Varicent (preferred but not mandatory).
- Working knowledge of JIRA and agile development frameworks.
- Excellent communication and stakeholder management skills.
- Proactive mindset and problem-solving abilities.
Salary (Rate): undetermined
City: undetermined
Country: USA
Working Arrangements: remote
IR35 Status: outside IR35
Seniority Level: undetermined
Industry: Other
- 5 10+ yearsof experience as a Product Manager / Owner in the Wealth Management or Financial Services
- Proven track record in managing systems related to fee billing, commissions, advisor compensation, and pricing strategies.
- Strong functional understanding of fee management systems and advisor revenue-sharing models.
- Hands-on experience with Varicent, including platform migration or rebuilds (preferred but not mandatory).
- Working knowledge of JIRAand agile development frameworks.
- Demonstrated experience working on complex, multi-year enterprise product transformation journeys.
- Excellent communication, prioritization, and stakeholder management
- A go-getterwith a proactive mindset, ability to work in ambiguity, and proven problem-solving skills.