Title : Product Owner
Location: Charlotte Metro area OR NYC (Hybrid)
6+ Months contract (with possible extension)
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 Billing
Advisor-Based Pricing Models
Broker & Advisor Commission Payouts
Small Balance Fees, IRA Fees, Asset-Based Pricing
Define 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 .
Collaborate closely with engineering, QA, business stakeholders, and compliance teams to ensure timely and high-quality delivery.
Partner with advisors and field leaders to gather feedback, understand pain points, and validate features pre- and post-launch.
Act as the subject matter expert (SME) for advisor commissions and pricing strategies in wealth management.
Lead cross-functional planning, grooming, sprint reviews, and product demos .
Build proactive relationships with smart, driven peers in Product, Tech, and Operations ; be the go-to voice for all things pricing and commission.
Qualifications
5 10+ 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 .
Demonstrated experience working on complex, multi-year enterprise product transformation journeys .
Excellent communication, prioritization, and stakeholder management skills.
A go-getter with a proactive mindset, ability to work in ambiguity, and proven problem-solving skills.
Preferred Skills
Experience working in environments with smart, high-performance teams
Exposure to advisor onboarding, client billing, and revenue modeling
Understanding of regulatory compliance in investment advisory or broker-dealer environments
Note: Momento USA is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
COMPUTER AND INFORMATION SCIENCE (CIS)/CYBERSECURITY FACULTY, TENURE TRACK page is loaded COMPUTER AND INFORMATION SCIENCE (CIS)/CYBERSECURITY FACULTY, TENURE TRACK Apply locations San Diego County - Cuyamaca College time type Full time posted on Posted 7 Days Ago job requisition...
About the JobThe Biostatistician II is responsible for providing statistical expertise and managing the activities for personalized medicine companion diagnostic device analytical and clinical studies. This position ensures valid and efficient study designs that allow...
...Description Job Description This is a 1099 Independent Contractor Delivery Driver Position Part time (Fri, Sat, Sun, and Mon) Local Abilene... ...is a plus. All deliveries are picked up from a pharmacy warehouse in Abilene. We have routes available Monday through...
...Animal Care and Control Officer Nashville, TN $25/hr + Full Benefits Are you passionate about animal welfare and looking for a rewarding career? We have an exciting opportunity for you to make a difference in the lives of animals and the community. As an Animal...
...different viewpoints and skill sets to be a part of a productive and inclusive team.OVERVIEW:The Head of Government Affairs and Public Policy is responsible for directing, developing, and executing the enterprise public policy agenda enabling and driving Lantheus'...