Product Owner, Wealth

The Product Owner, Wealth defines business outcomes for the Wealth organization and brings Client Platform strategy and the target operating model into clear Wealth priorities. This role leads continuous discovery, sets vision and success measures, and coordinates cross-product execution to improve adoption and measurable outcomes.

Role Overview

The Product Owner, Wealth is accountable for translating Wealth priorities into actionable recommendations that inform roadmap sequencing and investment decisions across Client Platform products. The role also defines future-state Wealth workflows and experiences, ensuring stakeholders align on capabilities, adoption readiness, and intended business value.

Key Responsibilities

• Define and evolve a Wealth experience vision and strategic priorities aligned to Client Platform strategy and the target operating model.
• Set objectives, success measures, and decision principles to clarify priorities and trade-offs.
• Translate Wealth priorities into business recommendations that influence roadmap, sequencing, and investment decisions across Client Platform products.
• Assess implications across products, platform, data, and the operating model; coordinate decisions for shared capabilities and journeys.
• Recommend priorities, trade-offs, and investment opportunities based on Wealth outcomes, stakeholder needs, risk, and expected value.
• Align business stakeholders and technology partners on future-state capabilities and workflows.
• Act as the primary representative for Wealth stakeholders and priorities across Client Platform products.
• Build alignment among Wealth stakeholders, Product Owners, and platform leadership.
• Drive stakeholder readiness, adoption, and realization of business value.
• Coordinate cross-functional activities required to support implementation and adoption.
• Lead Wealth discovery and define business priorities, requirements, acceptance criteria, and expected outcomes.
• Communicate and reinforce Wealth priorities across products, including recommendations when competing needs, investment opportunities, or delivery objectives arise.
• Partner with horizontal Product Owners to translate Wealth priorities into product investments, delivery plans, and measurable business outcomes.
• Own Wealth business requirements, stakeholder impacts, and intended outcomes through both discovery and delivery.
• Evaluate outcomes, adoption, and experience performance to recommend future improvements and investment priorities.
• Define future-state Wealth workflows and experiences aligned with Client Platform strategy.
• Partner with Product Owners, technology teams, and business stakeholders to evaluate and implement improvements across process, data, technology, automation, and AI-enabled capabilities.
• Define success measures and assess whether implemented changes achieve intended business outcomes.

Required Qualifications

• 10+ years of experience in product ownership, product management, business analysis, or a related role within asset management, financial services, or another complex regulated environment.
• Experience defining strategy, requirements, priorities, and success measures across complex products, platforms, or workflows.
• Ability to lead discovery, convert business needs into recommendations, influence decisions, and deliver measurable outcomes across teams and products.
• Experience partnering with engineering, design, data, operations, risk, compliance, and business stakeholders in iterative delivery environments.
• Working knowledge of technology, data, automation, and AI, with judgment for appropriate use in a regulated environment.
• Relevant experience in: Wealth segment strategy and priorities; cross-product Wealth journey design; channel-specific requirements and trade-off decisions; Wealth adoption and end-to-end segment outcomes.
• Strong product judgment and outcome orientation, with the ability to operate in ambiguity and use evidence-based recommendations.
• Ability to influence prioritization, manage trade-offs, and build alignment across senior stakeholders with competing priorities.
• Strong business leadership, stakeholder management, and communication skills in a matrixed, cross-functional environment.
• Ability to balance strategic thinking, user experience, technology, risk, and execution considerations when shaping business and product decisions.

Technologies

• AI

Success Metrics

• Wealth priorities consistently influence product investment and prioritization decisions.
• Wealth experiences become more coordinated across acquisition, enablement, platform access, servicing, and growth.
• Channel-specific gaps, duplication, and friction points are identified and resolved before they negatively affect advisor, intermediary, end-investor, or employee experiences.
• Wealth business outcomes improve through coordinated execution across multiple Client Platform products.
• Wealth priorities, requirements, and experience strategy provide a consistent basis for cross-product decision-making.

Education

• Bachelor's degree required.
• Advanced degree and/or relevant professional qualification preferred.

Compensation and Location

• Location: Boston, MA (onsite)
• Salary: USD 120,000 - 225,000 per yearly

Benefits

• Retirement plan
• Health and wellbeing
• Dental coverage
• Vision coverage
• Pharmacy coverage
• Health savings account
• Flexible spending accounts
• Commuter program
• Employee assistance program
• Life and disability insurance
• Adoption assistance
• Back-up childcare
• Tuition/CFA reimbursement
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
• Discretionary Corporate Bonus and/or Incentives (if eligible)
• Flexible work environment (4 days in office, 1 day remote flexibility)

Additional Note

If you do not meet 100% of the qualifications, you are encouraged to apply.