CareerPlan

Advisor Desktop Product Owner, Assistant Vice President

Purchase, New York, United States of AmericaFull-time$85k–$140k2026-10-27 → 2026-11-09

Core

Advocate for user experience and translate business needs into technology initiatives for Financial Advisors and branch support staff.

Role type

Senior Product Owner (Business Position)

Builds

Desktop and mobile technology platforms for Wealth Management

Domain

Financial Services / Wealth Management

Deliverable

product features

Required skills

Financial industry experience, SDLC process knowledge, business requirements writing, large-scale initiative leadership, BA/BS Degree, Agile methodology, stakeholder management

Preferred skills

Experience with Financial/Wealth Advisors

Responsibilities

Manage technology BA's/PM's, lead full delivery of new solutions including training and communication, review Functional Requirements, resolve branch problems

Seniority

Senior, hands-on IC