Product Owner - Wealth Management/Wealth Advisory platforms

The Judge Group; St. Louis (MO); Hybrid; USD 120,000 - 170,000; Full time

Job summary

The Judge Group is seeking an experienced Product Owner to lead a large scrum team building a next-generation Advisory platform in a hybrid setup (Charlotte/St. Louis).

You will own the product end-to-end, define vision and roadmap, manage backlogs, and collaborate with business, technology, and operations to deliver high-impact solutions with strong governance and risk controls. 12-month contract, hybrid options.

Qualifications

• Proven experience as a Product Owner or Product Manager leading large scrum teams in an Agile environment.
• Hands-on experience with Wealth Management or Wealth Advisory platforms.
• Ability to define product vision and roadmaps and manage backlogs.
• Experience with release planning, dependency management, and issue governance.

Responsibilities

• Own the product end to end across the Advisory platform, with accountability for a large scrum team and the delivery outcomes in your scope.
• Define the product vision, roadmap, and priorities, aligning business objectives, technology delivery, and advisor experience.
• Lead release planning, dependency management, and open-issue governance to keep execution consistent and coordinated across teams.
• Partner directly with business owners, technology leads, and operations partners to drive decisions and sustain delivery momentum without unnecessary escalation.
• Manage and prioritize the product backlog, ensuring clear requirements, well-defined scope, and alignment to strategic objectives.
• Resolve complex product and delivery challenges, balancing business needs, technical constraints, and risk considerations.
• Advance the platform roadmap by incorporating AI-enabled capabilities that improve personalization, decision support, and workflow efficiency.
• Collaborate with stakeholders, scrum masters, and delivery teams to resolve issues and stay aligned to delivery objectives.
• Ensure adherence to risk, control, compliance, and regulatory requirements across all product management activities.

Skills

Product Owner leadership

Wealth management platforms

Product vision & roadmaps

Release planning

Stakeholder management

Regulatory compliance

Problem solving

Job description

Location: Charlotte, NC / St. Louis, MO (Hybrid)

Type: Contract

Duration: 12 Months

Job Description:

About the Role

Our Investment Solutions team is seeking an experienced Product Owner to support the build-out of a next-generation Advisory platform. You will take end-to-end ownership of your product area, leading a large scrum team and being accountable for delivery outcomes within your scope. This is a high-impact role in a flatter organizational model, where you will act as a stream lead and take on coordination responsibilities traditionally held at the management layer.

Responsibilities

• Own the product end to end across the Advisory platform, with accountability for a large scrum team and the delivery outcomes in your scope
• Define the product vision, roadmap, and priorities, aligning business objectives, technology delivery, and advisor experience
• Lead release planning, dependency management, and open-issue governance to keep execution consistent and coordinated across teams
• Partner directly with business owners, technology leads, and operations partners to drive decisions and sustain delivery momentum without unnecessary escalation
• Manage and prioritize the product backlog, ensuring clear requirements, well-defined scope, and alignment to strategic objectives
• Resolve complex product and delivery challenges, balancing business needs, technical constraints, and risk considerations
• Advance the platform roadmap by incorporating AI-enabled capabilities that improve personalization, decision support, and workflow efficiency
• Collaborate with stakeholders, scrum masters, and delivery teams to resolve issues and stay aligned to delivery objectives
• Ensure adherence to risk, control, compliance, and regulatory requirements across all product management activities

Minimum Qualifications

• Proven experience as a Product Owner or Product Manager leading large scrum teams in an Agile environment
• Hands-on experience with Wealth Management or Wealth Advisory platforms (required)
• Demonstrated ability to define product vision and roadmaps and to manage and prioritize backlogs
• Strong track record in release planning, dependency management, and issue governance
• Excellent stakeholder management and communication skills, with the ability to influence business and technology leaders and drive decisions
• Working knowledge of risk, control, compliance, and regulatory requirements in financial services
• Strong problem-solving skills, with the ability to balance business, technical, and risk considerations

Preferred Qualifications

• Experience with Unified Managed Accounts (UMA) platforms, including exposure to wealth technology solutions such as InvestCloud
• Background in Big 4 or top-tier consulting
• Exposure to incorporating AI-enabled capabilities into product roadmaps