Senior Product Owner Wealth Management
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Overview
Remote
On-site
Compensation
$120,000-$160,000/year
Job Description
Role Overview This role leads product strategy, roadmap execution, and delivery for wealth management platforms supporting advisors, clients, and investment operations. You will drive enhancements across trading workflows, portfolio tools, advisor experiences, and integrated financial technology ecosystems. The ideal candidate brings deep domain expertise in wealth management products, strong Agile leadership, and a track record of delivering high impact digital capabilities.Key Responsibilities
- Product Strategy — Define product vision, roadmap, and long term strategy for wealth management capabilities including trading, advisory tools, and investment workflows.
- Backlog Ownership — Prioritize features, user stories, and acceptance criteria aligned with advisor needs, regulatory requirements, and business goals.
- Agile Execution — Lead sprint planning, grooming, reviews, and retrospectives; serve as the final authority on business value and priorities.
- Stakeholder Management — Partner with advisors, operations, compliance, engineering, and UX to ensure product decisions reflect customer and business needs.
- Trading & Investment Platform Enhancements — Improve trading functionality, order routing, OMS workflows, portfolio management tools, and advisor facing investment capabilities.
- Vendor & Platform Integration — Support integrations with financial technology vendors, data platforms, and investment systems.
- Risk, Compliance & Regulatory Alignment — Ensure product solutions meet regulatory standards (e.g., SEC, Client) and support compliant advisor workflows.
- Data Driven Decisions — Use KPIs, analytics, and client insights to inform prioritization, measure product performance, and drive continuous improvement.
- Required Qualifications
- 7+ years as a Product Owner or Product Manager in wealth management, capital markets or institutional trading.
- Strong understanding of advisor workflows, client lifecycle, portfolio management, and financial products (equities, mutual funds, etc.).
- Experience with trading platforms, order management systems (OMS), and/or advisor facing investment tools.
- Proven ability to lead cross functional teams without direct authority.
- Strong analytical, communication, and stakeholder influencing skills.
- Ability to translate complex business needs into clear technical requirements and user stories.
- Experience working in Agile/Scrum environments.
- Preferred Qualifications
- CSPO or similar certification.
- Experience with vendor integrated platforms, financial technology ecosystems, or cloud based data environments.
- Exposure to model management, portfolio tools, or advisory platforms.
- Success Indicators
- Delivery of high impact features that improve advisor efficiency and client outcomes.
- Clear, actionable product roadmaps aligned with business priorities.
- Strong cross functional relationships and effective communication across business and technology teams.
- Measurable improvements in product adoption, performance, and user satisfaction.
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FAQs About Senior Product Owner Wealth Management Jobs at Apolis
What is the work location for this position at Apolis?
This job at Apolis is located in Austin, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Apolis?
Candidates can expect a pay range of $120,000 and $160,000 per year.
What employment applies to this position at Apolis?
The employer has not provided this information. This may be discussed during the hiring process.
What is the process to apply for this position at Apolis?
You can apply for this role at Apolis either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.