Senior Product Manager

The Judge Group; Charlotte (NC); Hybrid; USD 95,000 - 130,000; Full time

Job summary

The Judge Group is seeking an experienced Product Owner for Wealth Advisory platforms, bridging business stakeholders with technology partners to deliver scalable advisor-facing solutions.

Ideal candidates bring 5+ years in product ownership within wealth management, strong knowledge of advisor platforms, and hands-on Agile experience. This hybrid role spans Charlotte, NC and other sites, with involvement in UAT, testing, and releases.

Qualifications

• Bachelor's degree or higher in Business, Finance, Economics, Technology, or related field.
• 5+ years of Product Owner/Product Manager experience.
• 3+ years in Wealth Management, Wealth Advisory, RIA, Private Banking, or Investment Management environments.
• Strong expertise with wealth advisory platforms and advisor technology ecosystems.
• Experience writing User Stories, BRDs, Functional Specifications, and Acceptance Criteria.
• Hands-on experience with Agile/Scrum methodologies.
• Strong stakeholder management and communication skills.
• Experience leading UAT, testing, and product releases.

Responsibilities

• Own and manage the product backlog for wealth advisory and advisor technology initiatives.
• Gather, analyze, and document business requirements, user stories, and acceptance criteria.
• Partner with Financial Advisors, Wealth Managers, Operations, Compliance, and Tech teams to define enhancements.
• Drive product strategy and roadmap execution for advisory platforms and advisor-facing apps.
• Lead Agile ceremonies including backlog grooming, sprint planning, reviews, and retrospectives.
• Collaborate with UX, Engineering, Architecture, and Business stakeholders across the SDLC.
• Support digital transformation initiatives across wealth management operations.
• Define workflows for Managed Accounts, Advisory Trading, Investment Proposals, Client Reporting, Fee Billing, CRM integrations.
• Coordinate UAT and production releases.
• Analyze advisor feedback and business metrics to prioritize features.
• Support vendor integrations and third‑party wealth tech platforms.
• Ensure adherence to regulatory, risk, and compliance requirements.

Skills

Product Ownership

Backlog Management

Agile/Scrum

Stakeholder Management

Requirements Gathering

User Stories

Acceptance Criteria

Education

Bachelor's degree in Business, Finance, Economics, Technology, or related field

Job description

Job Description: Product Owner – Wealth Advisory Platform

Position: Product Owner - Wealth Advisory & Advisor Technology Platforms

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

Job Type: Contract / Full-Time

Overview

We are seeking an experienced Product Owner with a strong background in Wealth Management, Wealth Advisory Platforms, Advisor Workstations, and Managed Accounts Technology. The ideal candidate will bridge business stakeholders, financial advisors, operations teams, and technology partners to deliver scalable solutions that enhance the advisor and client experience across wealth management products and platforms.

This role requires expertise in wealth advisory ecosystems, advisory trading, portfolio management, proposal generation, managed accounts, and advisor desktop technologies. Candidates with experience supporting platforms such as Envestnet, InvestCloud, Addepar, Orion, Black Diamond, Tamarac, Vestmark, SEI Wealth Platform, TIAA advisory platforms, or similar wealth management solutions are highly preferred.

Key Responsibilities

• Own and manage the product backlog for wealth advisory and advisor technology initiatives.
• Gather, analyze, and document business requirements, user stories, and acceptance criteria.
• Partner with Financial Advisors, Wealth Managers, Operations, Compliance, and Technology teams to define platform enhancements.
• Drive product strategy and roadmap execution for advisory platforms and advisor-facing applications.
• Lead Agile ceremonies including backlog grooming, sprint planning, reviews, and retrospectives.
• Collaborate with UX, Engineering, Architecture, and Business stakeholders throughout the SDLC.
• Support digital transformation initiatives across wealth management and investment advisory operations.
• Define workflows and capabilities for:
• Managed Accounts Platforms
• Advisory Trading Solutions
• Investment Proposal Generation
• Client Reporting
• Fee Billing
• CRM Integrations
• Coordinate User Acceptance Testing (UAT) and production releases.
• Analyze advisor feedback and business metrics to prioritize features and improvements.
• Support vendor integrations and third‑party wealth technology platforms.
• Ensure adherence to regulatory, risk, and compliance requirements.

Required Qualifications

• Bachelor's degree in Business, Finance, Economics, Technology, or related field.
• 5+ years of Product Owner/Product Manager experience.
• 3+ years of experience within Wealth Management, Wealth Advisory, Registered Investment Advisory (RIA), Private Banking, or Investment Management environments.
• Strong expertise with wealth advisory platforms and advisor technology ecosystems.
• Experience writing:
• User Stories
• Business Requirements Documents (BRDs)
• Functional Specifications
• Acceptance Criteria
• Hands‑on experience with Agile/Scrum methodologies.
• Strong stakeholder management and communication skills.
• Experience leading UAT, testing, and product releases