Wealth Tech Delivery Lead | Digital Product Owner (Remote)

Apptad Inc; Hartford (CT); Remote; USD 140,000 - 210,000; Full time

Job summary

Apptad Inc. is seeking an experienced Delivery Manager / Digital Product Owner to lead Wealth Management and Advisor Experience platforms.

You will collaborate with business, product, and engineering teams to define roadmaps, prioritize investments, and drive end-to-end delivery across advisor and client experiences. The role requires expertise in Financial Services Cloud, data platforms, and agile delivery, with a focus on data governance, integration, security, regulatory compliance, and

Qualifications

• 12+ years of digital product management, program management, or delivery leadership.
• Strong experience within Wealth Management, Broker-Dealer, Registered Investment Advisor (RIA) or Financial Services groups.
• Experience delivering cloud-based digital solutions using Agile and Scrum methodologies.
• Experience managing complex enterprise digital platforms and roadmaps.
• Experience with Financial Services Cloud implementations and advisor platform capabilities.

Responsibilities

• Define roadmaps, prioritize investments, and deliver measurable business outcomes across advisor-facing and client-facing platforms.
• Lead multiple Agile teams delivering digital capabilities; manage end-to-end delivery including planning, estimation, risks, and stakeholder communications.
• Partner with business leaders and stakeholders to translate objectives into product initiatives.
• Establish KPIs and success metrics aligned with advisor productivity, client engagement, and operational efficiency.
• Drive integration strategies between Financial Services Cloud and enterprise applications.

Skills

Agile leadership

Executive stakeholder management

Digital product ownership

Wealth Management knowledge

Data platforms & pipelines

Strong communication

Education

Bachelor's degree in Computer Science, Engineering, Business, Finance, or related discipline

Job description

Apptad Inc. is seeking an experienced Delivery Manager / Digital Product Owner to lead Wealth Management and Advisor Experience platforms.

You will collaborate with business, product, and engineering teams to define roadmaps, prioritize investments, and drive end-to-end delivery across advisor and client experiences. The role requires expertise in Financial Services Cloud, data platforms, and agile delivery, with a focus on data governance, integration, security, regulatory compliance, and