CareerPlan

Advisor Desktop Product Owner, Assistant Vice President

Purchase, New York, United States of AmericaFull-time$85k–$140k2026-10-27 → 2026-11-10

Core

Product Owner for Advisor Desktop platform supporting Financial Advisors and branch staff in Wealth Management.

Role type

Senior Product Owner (Business-focused)

Builds

Advisor Desktop and mobile technology platforms for Wealth Management

Domain

Financial Services / Wealth Management

Deliverable

product features

Required skills

Financial industry experience, SDLC knowledge, business requirements writing, technology implementation leadership, Agile methodology, stakeholder management

Preferred skills

Experience with Financial/Wealth Advisors

Technologies

Microsoft Office, Agile

Responsibilities

Translate business needs into technology initiatives, manage technology BA/PMs, lead full delivery of new solutions including training and communication, review functional requirements, resolve branch problems

Seniority

Senior, hands-on IC