Delivery Manager / Digital Product Owner (Pershing)
Core
Lead delivery and evolution of wealth management and advisor experience platforms, serving as a liaison across business, operations, and technology teams to improve advisor productivity and client experience. (via careerplan.io/jobs/gfbbb11f-delivery-manager-digital-product-owner-pershing-at-jobs)
Role type
Senior Delivery Manager / Digital Product Owner
Builds
Advisor Experience, Client Experience, Brokerage Operations, and Wealth Management platforms
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Agile delivery management, Scrum, SAFe, product roadmap ownership, stakeholder management, regulatory compliance (FINRA/SEC), vendor management, digital transformation, requirements management, API integration, client onboarding workflows
Preferred skills
Salesforce Financial Services Cloud, hybrid onshore-offshore delivery models, wealth management data platforms, Advisor Experience platforms
Technologies
API, Cloud, CRM, Salesforce, UX, UI Design
Responsibilities
Own and manage product roadmaps for advisor and wealth management digital platforms; Translate business strategy into product epics, features, and user stories; Lead end-to-end delivery across Advisor Experience, Client Experience, Brokerage Operations, and Wealth Management platforms; Coordinate Agile teams, vendors, and technology partners; Ensure alignment with FINRA, SEC, and wealth management regulatory requirements; Manage third-party vendor relationships and present program status to executive leadership.
Seniority
Senior, hands-on IC
