Product Owner / Product Manager – Wealth Management jobs in United States
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Nonadyne,Inc. · 1 week ago

Product Owner / Product Manager – Wealth Management

Nonadyne, Inc. is seeking an experienced and highly driven Senior Product Owner/Product Manager to lead the strategy, development, and optimization of their wealth management platforms. The role involves defining product vision, collaborating with stakeholders, and managing the end-to-end product lifecycle while ensuring a client-centric approach.

Information TechnologySoftwareWeb Development

Responsibilities

Own and define product vision, strategy, and roadmap for critical wealth management initiatives
Work closely with stakeholders including business, technology, operations, and compliance to prioritize features based on client and advisor needs
Translate complex business requirements into detailed user stories, acceptance criteria, and product backlogs
Serve as a key voice in Agile ceremonies: sprint planning, backlog grooming, retrospectives, and demos
Partner with UX/UI teams to create client-centric, intuitive digital experiences for advisors and investors
Drive end-to-end product lifecycle management: ideation, development, launch, enhancement
Monitor product performance using KPIs and client feedback, identifying opportunities for continuous improvement
Stay informed on competitive landscape, regulatory changes, and emerging technologies in the wealth management space
Champion a client-obsessed, data-driven culture within cross-functional teams

Qualification

Product ManagementCSPO CertificationWealth Management ExperienceAdvisor-Client LifecyclePortfolio ManagementFinancial PlanningWealth Platform EcosystemsAgile MethodologiesData-Driven CultureClient-Centric Design

Required

12+ years of relevant experience in product management or product ownership roles, preferably in Wealth Management
CSPO (Certified Scrum Product Owner) certification is required
Proven experience delivering products at scale for a large wealth manager (e.g., Merrill Lynch, UBS, Wells Fargo Private Bank) or a wealth tech platform (e.g., Addepar, Orion, Envestnet, Tamarac)
Deep understanding of the advisor-client lifecycle, portfolio management, financial planning, and wealth platform ecosystems
Strong knowledge of industry standards and integrations (e.g., custodians, data aggregation, performance reporting, billing)

Company

Nonadyne,Inc.

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Nonadyne Inc was founded in 2013.

Funding

Current Stage
Early Stage
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