Wealth Advisory Platform Product Owner (Hybrid)

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

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.