Altimetrik
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 .
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
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Information Technology
Industries
Software Development
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