Senior Digital Product Owner

Cetera Financial Group; Dallas (TX); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health, dental, vision and life insurance

20+ days of paid time off (PTO)

401(k) Savings plan with company contribution

Paid parental leave

Employee Assistance Program (EAP)

Job summary

A leading financial services firm located in Dallas, Texas, is seeking a Digital Solutions Senior Product Owner. In this role, you will guide the strategy for AI-driven digital solutions aimed at financial advisors and clients. Responsibilities include managing product vision, executing on user-centered designs, and engaging with teams to deliver AI capabilities. Ideal candidates will possess over 8 years of product management experience in financial services, particularly within wealth management and AI applications. The position offers diverse benefits, including generous PTO and a 401(k) plan.

Qualifications

• 8+ years of digital product management or product ownership experience.
• Experience working with or delivering AI-enabled products.
• Financial services experience with strong knowledge of wealth management.

Responsibilities

• Drive the success of advisor- and client-facing AI capabilities.
• Define and evolve product vision, roadmap, backlog and associated OKRs.
• Collaborate with financial advisors and internal stakeholders.

Skills

Digital product management

Wealth management knowledge

AI product experience

Analytical skills

Stakeholder management

Education

Bachelor's degree or equivalent experience

Tools

Agile methodologies

User-centered design

Job description

The Digital Solutions Senior Product Owner is responsible for the vision, strategy, and execution of AI-driven digital capabilities that serve financial advisors and their end clients. This role owns product strategy, experience design, and delivery for intelligent, client- and advisor-facing experiences, with a particular focus on Generative AI and applied AI use cases across the wealth management journey. This role combines strong digital product ownership skills with analytical rigor, applied AI literacy, and wealth management domain knowledge. The individual will lead complex initiatives in a fast-paced, matrixed environment, collaborating across product, technology, data, UX, compliance, and business teams. This role also contributes to testing, training, go-to-market activities, and ongoing support, often operating on sensitive, high-priority initiatives.

Core Responsibilities

• Drive the success of advisor- and client-facing AI capabilities by ensuring alignment with user needs, business goals, regulatory considerations, and market trends.
• Proactively identify where Generative and Applied AI can solve customer friction points.
• Define and evolve product vision, roadmap, backlog and associated OKRs for Generative AI and applied AI features.
• Collaborate with financial advisors, internal stakeholders, and end clients to co-design intuitive and trusted AI-enabled experiences.
• Lead discovery efforts including research, wireframes, prototypes, and proof-of-value pilots.
• Gather and document requirements, write user stories and acceptance criteria.
• Create user journeys, process flows, and support documentation.
• Monitor AI and wealth tech industry trends; conduct market and competitive research to translate insights into actionable product strategy.
• Partner with engineering, UX, data, and testing teams to deliver solutions.
• Support go-to-market planning, training, and internal enablement.
• Act as Product Owner within an agile delivery team, representing advisor and client needs.

Required Knowledge, Skills, and Abilities

• Bachelor’s degree or equivalent experience.
• 8+ years of digital product management or product ownership experience.
• Financial services experience with strong knowledge of wealth management, wealth tech ecosystem and providers, and advisor workflows.
• Experience working with or delivering AI-enabled products.
• Strong analytical, communication, and stakeholder management skills.
• Ability to work on sensitive initiatives and influence across teams.
• User-centered design and Lean experimentation experience.

Desired Knowledge, Skills, and Abilities

• Hands‑on experience delivering Generative AI features.
• Strong conceptual understanding of LLMs, Machine Learning, and modern AI platform ecosystems.
• Familiarity with the wealth tech ecosystem and digital platforms.
• Understanding of AI governance, compliance, and risk in financial services.
• Naturally curious, creative, and innovative mindset.
• Exceptional communication and executive presentation skills.
• Entrepreneurial, adaptable, and collaborative working style.

Travel Requirements: Up to 10%

What we give you in return:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker‑dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, and is a leading provider of retail services to the investment programs of banks and credit unions.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.