Delivery Manager / Digital Product Owner with Wealth Management & Advisor Experience Platforms (Financial Services Cloud & Data Platforms)

Tanisha Systems Inc; Windsor (CT); Remote; USD 140,000 - 200,000; Full time

Job summary

Tanisha Systems Inc. is seeking an experienced Delivery Manager / Digital Product Owner for Wealth Management and Advisor Experience platforms in Windsor, CT.

The role demands a strong blend of digital product management, agile delivery leadership, Financial Services Cloud expertise, and data platform experience. The candidate will drive strategic initiatives across advisor-facing and client-facing channels, collaborating with business stakeholders, product teams, and data groups to deliver

Qualifications

• Bachelor's degree in Computer Science, Engineering, Business, Finance, or related discipline.
• 12+ years of digital product management, program management, or delivery leadership.
• Experience within Wealth Management, Broker-Dealer, RIA, Asset Management, or Financial Services organizations.
• Proven experience managing complex enterprise digital platforms and product roadmaps.
• Experience with Financial Services Cloud implementations and advisor platform capabilities.

Responsibilities

• Product Strategy & Ownership: define and manage the vision, roadmap, and feature backlog for Wealth Management and Advisor Experience platforms.
• Delivery Leadership: lead multiple Agile teams delivering digital capabilities and end-to-end delivery execution.
• Financial Services Cloud Leadership: maximize adoption and value realization from Financial Services Cloud capabilities.
• Data Platform & Pipeline Leadership: define scalable data strategies and real-time/batch pipelines powering dashboards and portals.
• Stakeholder Engagement: liaison between business stakeholders and technology delivery teams and executive updates.
• Customer & Advisor Experience: focus on advisor productivity and superior client experience; leverage analytics to improve platform capabilities.

Skills

Digital product management

Agile leadership

Financial Services Cloud

Data platforms

Data pipelines

Stakeholder mgmt

Executive comms

Education

Bachelor's degree in CS/Eng/Business/Finance

Tools

Snowflake

Databricks

Azure Data Factory

Kafka

Azure/AWS/GCP

Job description

Role: Delivery Manager / Digital Product Owner with Wealth Management & Advisor Experience Platforms (Financial Services Cloud & Data Platforms)
Location: Windsor, CT

Experience: 12+ Years
Domain: Wealth Management, Financial Services, Advisor Platforms

Client: Voya

R

Remote is also fine here.

Role Overview

We are seeking an experienced Delivery Manager / Digital Product Owner to lead the delivery and product evolution of Wealth Management and Advisor Experience platforms. The ideal candidate will possess a strong blend of digital product management, agile delivery leadership, Financial Services Cloud expertise, and data platform/data pipeline experience. This leader will be responsible for driving strategic initiatives across advisor-facing and client-facing channels, ensuring seamless integration of customer, advisor, operational, and investment data while delivering exceptional digital experiences.

• The role requires close collaboration with business stakeholders, advisors, product teams, architects, engineering teams, data teams, and third-party partners to define roadmaps, prioritize investments, and deliver measurable business outcomes.

• Key Responsibilities

• Product Strategy & Ownership

• Define and manage the product vision, roadmap, and feature backlog for Wealth Management and Advisor Experience platforms.

• Partner with Wealth Management business leaders, advisor teams, and digital stakeholders to translate business objectives into product initiatives.

• Prioritize features and investments based on business value, customer impact, regulatory requirements, and technical feasibility.

• Drive product discovery sessions, roadmap planning, and release prioritization activities.

• Establish KPIs and success metrics aligned with advisor productivity, client engagement, and operational efficiency goals.

• Delivery Leadership

• Lead multiple Agile teams delivering digital capabilities across advisor and client experience platforms.

• Own end-to-end delivery execution including planning, estimation, dependency management, risk mitigation, and stakeholder communications.

• Ensure timely delivery of initiatives while maintaining quality, scalability, security, and regulatory compliance standards.

• Manage delivery governance, status reporting, financial tracking, and executive stakeholder updates.

• Identify opportunities to improve delivery processes, engineering effectiveness, and release management practices.

• Financial Services Cloud Leadership

• Collaborate with business and technology teams to maximize adoption and value realization from Financial Services Cloud capabilities.

• Drive implementation and enhancement of advisor workflows, householding, customer engagement, relationship management, servicing, and financial planning experiences.

• Define integration strategies between Financial Services Cloud and enterprise applications supporting advisor servicing and client engagement.

• Ensure effective management of customer, advisor, household, and interaction data across platforms.

• Data Platform & Pipeline Leadership

• Partner with data engineering and architecture teams to define scalable data strategies supporting advisor and wealth management use cases.

• Drive requirements for real-time and batch data pipelines that power advisor dashboards, client portals, analytics, CRM, and digital applications.

• Ensure data quality, lineage, governance, observability, and security controls are embedded into delivery processes.

• Work closely with enterprise data teams to support customer 360, advisor insights, investment data, reporting, and regulatory requirements.

• Facilitate integration between digital platforms, operational systems, investment systems, and cloud data platforms.

• Stakeholder Engagement

• Act as the primary liaison between business stakeholders and technology delivery teams.

• Build strong relationships across Product, Operations, Compliance, Data, Architecture, and Engineering organizations.

• Drive executive-level discussions and influence prioritization decisions based on business outcomes.

• Communicate roadmap progress, delivery risks, and strategic recommendations to leadership teams.

• Customer & Advisor Experience

• Champion a user-centric approach focused on advisor productivity and superior client experience.

• Leverage customer feedback, usage analytics, and business insights to continuously improve platform capabilities.

• Drive digital transformation initiatives supporting advisor growth, client retention, onboarding, servicing, and engagement.

• Required Qualifications

• Bachelor's degree in Computer Science, Engineering, Business, Finance, or a related discipline.

• 12+ years of experience in digital product management, program management, or delivery leadership.

• Strong experience within Wealth Management, Broker-Dealer, Registered Investment Advisor (RIA), Asset Management, or Financial Services organizations.

• Proven experience managing complex enterprise digital platforms and product roadmaps.

• Experience with Financial Services Cloud implementations and advisor platform capabilities.

• Strong understanding of enterprise data platforms, data integration, and data pipeline ecosystems.

• Experience delivering cloud-based digital solutions using Agile and Scrum methodologies.

• Strong stakeholder management and executive communication skills.

• Experience managing distributed, cross-functional technology teams.

• Preferred Qualifications

• Experience with advisor experience platforms, CRM modernization, financial planning solutions, and customer engagement platforms.

• Knowledge of investment management, retirement solutions, financial planning, and advisory services.

• Familiarity with cloud ecosystems such as Azure, AWS, or GCP.

• Experience with data engineering platforms such as Snowflake, Databricks, Azure Data Factory, Kafka, or equivalent technologies.

• Understanding of API-led integrations, event-driven architectures, and microservices.

• Experience with customer 360, data governance, and master data management initiatives.

• SAFe, Scrum Product Owner, PMP, or Agile certifications are preferred.

• Key Competencies

• Product Vision & Strategy

• Wealth Management Domain Expertise

• Financial Services Cloud

• Digital Transformation

• Agile Product Ownership

• Program & Delivery Management

• Data Platforms & Data Pipelines

• Stakeholder Management

• Customer & Advisor Experience

• Financial Planning & Advisory Workflows

• Data Governance & Analytics

Executive Communication

• Risk & Compliance Management

• Vendor & Partner Management

• Success Measures

• Successful delivery of strategic Wealth Management and Advisor Experience initiatives.

• Increased advisor adoption and productivity across digital platforms.

• Improved client engagement, onboarding, and servicing experiences.

• Reliable, scalable, and governed data pipelines supporting business-critical capabilities.

• Predictable delivery execution with measurable business outcomes.

• Strong stakeholder satisfaction and alignment across business and technology organizations.

• This role is ideal for a leader who can combine Digital Product Ownership, Delivery Excellence, Financial Services Cloud expertise, and Data Platform leadership to accelerate the transformation of Wealth Management and Advisor Experience capabilities.