Product Owner in WealthManagement

Product Owner in Wealth ManagementLocation: Charlotte Metro area OR NYC (Hybrid)Overview: We are seeking a strategic and results-driven Product Manager / Product Owner with deep domain experience in wealth management, specifically across fee billing, commissions, and advisor compensation systems. This role is critical in leading the modernization of our fee management and commissions platform, including a multi-year transformation leveraging Varicent.Key Responsibilities:Own the end-to-end product lifecycle for core components including:Advisory & Account-Based Fee BillingAdvisor-Based Pricing ModelsBroker & Advisor Commission PayoutsSmall Balance Fees, IRA Fees, Asset-Based PricingDefine and drive the roadmap for building and enhancing fee and commission systems, including the migration to Varicent.Translate business and regulatory requirements into functional product features and technical stories using JIRA.Qualifications:510+ years of experience as a Product Manager / Owner in the Wealth Management or Financial Services domain.Proven track record in managing systems related to fee billing, commissions, advisor compensation, and pricing strategies.Strong functional understanding of fee management systems and advisor revenue-sharing models.Hands-on experience with Varicent, including platform migration or rebuilds (preferred but not mandatory).Working knowledge of JIRA and agile development frameworks.Preferred Skills:Experience working in environments with smart, high-performance teams.Exposure to advisor onboarding, client billing, and revenue modeling.