Position Overview
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In this role, you will:
Own the product vision, roadmap, and backlog for wealth platform operational capabilities (e.g., account setup, trading workflows, transfers, cash processing, reporting, entitlements). Ensure platform functionality and configuration align with business strategy, advisor needs, and client experience objectives. Define clear product outcomes and success measures tied to operational efficiency, accuracy, and client impact. Act as the primary business owner for assigned platform domains, with accountability for end‑to‑end functionality. Lead discovery sessions with wealth operations, advisors, compliance, risk, and finance to elicit and document business requirements. Translate business and regulatory requirements into clear, detailed functional specifications for platform configuration and vendor delivery. Map current‑state and future‑st...