Product Owner - Wealth Management

Guardian; Bethlehem (Northampton County); On-site; USD 79,000 - 130,000; Full time

Job summary

Guardian is seeking a Product Owner, Wealth Management, to translate the product vision into actionable tasks and maintain up-to-date documentation. You will collaborate with stakeholders, prioritize work, and guide Agile ceremonies to support timely delivery and customer-focused outcomes.

Ideal candidates have 4–6 years in product management, wealth management experience, and strong collaboration and documentation skills. A focus on Agile practices and delivering business value is essential.

Qualifications

• Experience translating product vision into actionable tasks.
• Excellent documentation of user stories, acceptance criteria, and meetings.

Responsibilities

• Develop and manage the product backlog aligned with the product vision and strategy.
• Collaborate with cross-functional teams to refine requirements and keep documentation up to date.
• Maintain clear product documentation including user stories, acceptance criteria, and meeting notes.
• Monitor progress to ensure features are ready for sprints and delivery timelines are met.
• Participate in Agile ceremonies and contribute to continuous Agile improvements.
• Work with stakeholders to ensure the product meets customer needs and business objectives.
• Support the team in applying Agile product management fundamentals and best practices.
• May lead projects or project steps within a broader initiative.

Skills

Agile Facilitation

Product Document

Requirements Management

Root Cause Analysis

Scrum (Agile)

Job description

As a Product Owner, Wealth Management you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals. The Product Owner role involves close collaboration with various stakeholders to clarify requirements, prioritize tasks, and maintain up-to-date product documentation. The Product Owner will track progress to ensure timely delivery, participate in Agile ceremonies, and continuously learn Agile product management practices under the guidance of a senior Product Owner.

You will

• Develop and manage the product backlog, ensuring it aligns with the overall product vision and strategy
• Collaborate with cross-functional teams to gather and refine requirements, ensuring they are well-documented and prioritized
• Maintain clear and up-to-date product documentation, including user stories, acceptance criteria, and meeting notes
• Monitor the progress of product development, ensuring that features are ready for sprints and delivery timelines are met
• Participate in Agile ceremonies, contributing to the continuous improvement of Agile practices within the team
• Work closely with stakeholders to ensure that the product meets customer needs and business objectives
• Support the team in understanding and implementing Agile product management fundamentals and best practices
• May lead projects or project steps within a broader project

Required Experience

• A minimum of 4-6 years of experience in product management or a related field
• Experience working in or supporting the wealth management industry
• Proven ability to develop and manage product backlogs, ensuring alignment with product vision and strategy
• Strong collaboration skills with cross-functional teams to gather and refine requirements.
• Excellent documentation skills to maintain clear and up-to-date product documentation, including user stories and acceptance criteria
• Familiarity with Agile methodologies and participation in Agile ceremonies
• Strong communication skills to work closely with stakeholders and ensure the product meets customer needs and business objectives
• Ability to support the team in understanding and implementing Agile product management fundamentals and best practices

Preferred Experience

• Familiarity with wealth management platforms, financial planning platforms, portfolio management tools, or other wealth management technology solutions.
• Understanding of RIAs or broker-dealer operations, and investment products.
• Understanding of the advisor experience, including how advisors engage with clients, manage relationships, complete business processes, access data, and use technology to support growth and service.

Required Skills

• Agile Facilitation
• Product Document
• Requirements Management
• Root Cause Analysis (RCA)
• Scrum (Agile)

Salary Range:

$79,310.00 - $130,295.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits.

Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an H-1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.

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