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Lead Product Owner

2 Locations💼 Full-time🗓 2026-07-21 → 2026-07-31

Core

Lead Product Owner driving product change and strategic vision for the Advisory Platform, ensuring consistency and quality of the wealth management experience for advisors.

Role type

Senior IC Product Owner (Advisory Platform)

Builds

Integrated advisory products and experiences for consumer and business segments

Domain

Financial Services / Wealth Management / Financial Advisory

Deliverable

product features

Required skills

Strategic planning, Agile delivery, Risk management, Regulatory compliance, Cross-functional leadership, Data analysis, Financial acumen, Process improvement, Release planning, Stakeholder management

Preferred skills

Jira, Story Weaver, Octane, Confluence, AI capabilities integration, Process modeling

Technologies

Jira, Story Weaver, Octane, Confluence

Responsibilities

Define product vision, roadmap, and priorities; Lead release planning and dependency management; Manage and prioritize product backlogs; Drive alignment across multiple Product Owners; Engage with business owners and technology leads; Ensure adherence to risk, control, compliance, and regulatory requirements

Seniority

Senior, hands-on IC

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