Pioneer Corporate Services
Product Owner (Wealth Management / Financial Services)
Pioneer Corporate Services, Charlotte, North Carolina, United States, 28245
Overview
Role: Product Owner With Wealth Management or Financial Services Location: Charlotte, NC 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 . 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 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 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
#J-18808-Ljbffr
Role: Product Owner With Wealth Management or Financial Services Location: Charlotte, NC 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 . 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 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 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
#J-18808-Ljbffr