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Senior Product Owner - Wealth Management

8/16/2025

No location specified

Job Summary

A company is looking for a Senior Product Owner for Wealth Management to lead the evolution of their Salesforce-based wealth platform.

Key Responsibilities
  • Manage the product backlog, prioritize features, and lead agile ceremonies to ensure effective collaboration and delivery
  • Communicate product vision and progress to stakeholders, aligning teams during PI Planning
  • Conduct discovery through advisor interviews and data analysis to identify improvement opportunities and ensure successful delivery across teams
Required Qualifications
  • Bachelor's degree preferred, but not required
  • 3-5 years of experience in product management or product ownership in financial services or wealth management
  • Strong experience with Salesforce Financial Services Cloud and related platforms
  • Familiarity with Agile/Scrum methodologies; certifications like CSPO, POPM, or SAFe is a plus
  • Hands-on experience managing all stages of the product life cycle

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