Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As a Product Owner, Wealth Management, you will translate the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals. This role involves close collaboration with stakeholders to clarify requirements, prioritize tasks, and maintain product documentation. You will track progress for timely delivery, participate in Agile ceremonies, and continuously learn Agile product management practices.

Responsibilities

Develop and manage the product backlog, ensuring it aligns with the overall product vision and strategy
Collaborate with cross-functional teams to gather and refine requirements, ensuring they are well-documented and prioritized
Maintain clear and up-to-date product documentation, including user stories, acceptance criteria, and meeting notes
Monitor the progress of product development, ensuring that features are ready for sprints and delivery timelines are met
Participate in Agile ceremonies, contributing to the continuous improvement of Agile practices within the team
Work closely with stakeholders to ensure that the product meets customer needs and business objectives
Support the team in understanding and implementing Agile product management fundamentals and best practices
May lead projects or project steps within a broader project

Requirements

A minimum of 4-6 years of experience in product management or a related field
Experience working in or supporting the wealth management industry
Proven ability to develop and manage product backlogs, ensuring alignment with product vision and strategy
Strong collaboration skills with cross-functional teams to gather and refine requirements
Excellent documentation skills to maintain clear and up-to-date product documentation, including user stories and acceptance criteria
Familiarity with Agile methodologies and participation in Agile ceremonies
Strong communication skills to work closely with stakeholders and ensure the product meets customer needs and business objectives
Ability to support the team in understanding and implementing Agile product management fundamentals and best practices
Familiarity with wealth management platforms, financial planning platforms, portfolio management tools, or other wealth management technology solutions
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

Skills

Agile Facilitation
Product Document
Requirements Management
Root Cause Analysis (RCA)
Scrum (Agile)

Experience Level

4-6 years of experience in product management or a related field

Salary/Compensations

$79,310.00 - $130,295.00

Benefits

Contemporary, supportive, flexible, and inclusive benefits and resources
Skill-building opportunities
Leadership development opportunities
Philanthropic opportunities

About the Company

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.
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.

Equal 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.
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.
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.