Senior Product Owner, Wealth Management

Guardian Life; Bethlehem (Northampton County); Hybrid; USD 99,000 - 163,000; Full time

Job summary

Guardian Life in Bethlehem is seeking a Senior Product Owner, Wealth Management, to define and drive product capabilities that enable a more intuitive, efficient, and valuable experience for advisors and clients.

The role partners with Product Managers, Technology Leads, operations, data, compliance, and third-party providers to deliver Wealth Management capabilities, translate strategy into a prioritized backlog, and ensure timely delivery with strong stakeholder collaboration.

Qualifications

• 5–7 years of experience in product management or product ownership.
• Experience in wealth management.
• Familiarity with wealth management platforms and advisor workflows.
• Ability to translate business needs into roadmaps, requirements, and user stories.
• Strong communication and stakeholder management skills.

Responsibilities

• Translate product vision into a prioritized backlog, clear requirements, user stories, acceptance criteria, and delivery priorities.
• Partner with PMs, tech leads, stakeholders, operations, data, compliance, and third-party providers to deliver wealth management capabilities.
• Build understanding of wealth management workflows, data needs, and advisor experience gaps to shape product decisions.
• Define, prioritize, and refine enhancements and backlog items with the Product Manager and Tech Lead.
• Collaborate with tech, data, analytics, and AI partners to support reporting needs and data standards.
• Use analysis and feedback to identify opportunities across advisor, client, operations, and business user experiences.
• Support release readiness, training, adoption planning, and stakeholder updates.

Skills

Product ownership

Backlog management

Stakeholder management

Agile / Scrum

Communication

Job description

Hybrid - In office 3 days per week

Bethlehem

New York

Holmdel

Full time

R000109671

As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more intuitive, efficient, and valuable experience. This role serves as a critical connection point between business strategy, field/advisor needs, operational processes, technology delivery, data capabilities, and third-party platform partners.

This role requires strong product ownership discipline, deep collaboration skills, and the ability to balance competing stakeholder needs while helping drive alignment, priorities, decisions, and execution.

You will

• Translate product vision and business strategy into a prioritized backlog, clear requirements, user stories, acceptance criteria, and delivery priorities aligned to business, customer, and enterprise goals.
• Partner with Product Managers, Technology Leads, business stakeholders, operations, data, compliance, and third-party providers to deliver Wealth Management capabilities that create business value and improve user experience.
• Build deep understanding of Wealth Management workflows, products, services, processes, data needs, advisor experience gaps, operational challenges, and technology dependencies to shape product decisions and improvement opportunities.
• Define, prioritize, sequence, and refine enhancements, integrations, process improvements and actionable backlog items with the Product Manager and Technology Lead.
• Collaborate with technology, vendor, data, analytics, and AI partners to support reporting needs, governance expectations, and data/AI standards into product solutions.
• Use process analysis, root cause analysis, and stakeholder feedback to identify opportunities across advisor, client, operations, and business user experiences.
• Support release readiness, communications, training needs, adoption planning, feedback loops, OKR tracking, milestone reporting, and stakeholder updates to maintain delivery momentum and business alignment.

Required Experience:

• A minimum of 5–7 years of experience in product management, product ownership, business transformation, technology delivery, or a related field.
• Experience working in or supporting the wealth management industry
• Familiarity with wealth management platforms, financial planning platforms, portfolio management tools, or other wealth management technology solutions.
• Knowledge of wealth management products, advisor/client workflows, operations, and business processes,
• Proven experience translating business needs, customer research, stakeholder feedback, and strategic priorities into roadmaps, requirements, user stories, and delivery plans.
• Experience working with cross-functional teams with the ability to collaborate effectively with multiple stakeholders while helping drive toward clear priorities, informed decisions, and timely execution.
• Strong product ownership skills, including backlog management, prioritization, acceptance criteria development, dependency management, and release readiness.
• Excellent communication, facilitation, and stakeholder management skills, with the ability to clearly explain complex concepts to both business and technical audiences.

Preferred Experience

• 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.

Salary Range:

$99,150.00 - $162,885.00

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 inquiries 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.

Notice Regarding Guardian’s Use of Artificial Intelligence in Recruitment

As part of Guardian's job application process, Guardian may use artificial intelligence tools AI Tools to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers (http://%20https://www.guardianlife.com/careers) ). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian's use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to [e-mail] , making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian's document retention policy, a copy of which you may request via [e-mail] .

Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here (https://assets.ctfassets.net/gau1nv66ynug/1M2AOzFsFCirlWeAmIh4MD/23463b78b6cdd8ebdce9410b98d7a080/Audit.pdf) .

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.

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a Guardian. Learn more about Guardian at guardianlife.com .