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Tier-1 brand and metro location increase applicants despite senior, niche wealth-management leadership role.
Deep wealth-management and financial-services expertise required, limiting cross-industry transferability.
Multiple explicit mandatory years, domain and leadership requirements indicate very strict shortlisting.
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Lead and oversee the strategy, execution, and delivery of digital advisor-led wealth management platforms targeting Affluent & UHNW clients.
Manage and mentor a team of 25+ product owners, ensuring prioritization, backlog management, and stakeholder engagement for platform enhancements.
Drive cross-functional collaboration, risk management, budgeting, and performance metric tracking to enhance advisor efficiency and client satisfaction.
Bachelor's degree in finance, economics, technology or related field or equivalent experience.
Minimum 17+ years relevant Product Owner experience with 7+ years in people management.
Minimum 10+ years of financial services or program management experience; wealth management and advisor-facing experience preferred.
Strong domain experience in wealth management and expertise in Agile methodologies.
Experienced leader with a strong background managing large teams (25+ FTEs) in complex, client-centric digital platform environments in wealth management.
Proven ability to manage multifaceted stakeholder relationships globally, including senior management and cross-regional partners.
Strategic thinker skilled in aligning product roadmaps with business goals, risk management, and delivering measurable impact on advisor and client experience.