Senior Product Owner (Wealth Management)

Location: Bethlehem, United States. Full-time onsite role. Applicants must be legally authorized to work in the United States without current or future employer sponsorship.

Salary: $99,150–$162,885 per year, with potential eligibility for additional incentive compensation.

Company

hirify.global provides insurance, wealth management, and related financial services, with a focus on well-being, professional development, and inclusive colleague support.

What you will do

• Translate product vision and business strategy into prioritized backlogs, requirements, user stories, acceptance criteria, and delivery plans.
• Partner with Product Managers, technology, operations, data, compliance, analytics, and third-party providers to deliver wealth management capabilities.
• Analyze wealth management workflows, advisor and client experiences, operational processes, data needs, and technology dependencies to identify improvements.
• Define, sequence, and refine enhancements, integrations, process improvements, and actionable backlog items.
• Support reporting, governance, data standards, and AI-related requirements in product solutions.
• Coordinate release readiness, communications, training, adoption planning, feedback loops, OKR tracking, milestone reporting, and stakeholder updates.

Requirements

• 5–7 years of experience in product management, product ownership, business transformation, technology delivery, or a related field.
• Experience working in or supporting the wealth management industry.
• Familiarity with wealth management, financial planning, portfolio management, or related technology platforms.
• Knowledge of wealth management products, advisor and client workflows, operations, and business processes.
• Experience translating business needs, research, stakeholder feedback, and strategic priorities into roadmaps, requirements, user stories, and delivery plans.
• Strong backlog management, prioritization, acceptance criteria, dependency management, release readiness, communication, facilitation, and stakeholder management skills.

Nice to have

• Understanding of RIA or broker-dealer operations and investment products.
• Understanding of advisor engagement with clients, relationship management, business processes, data access, and technology-enabled growth and service.

Culture & Benefits

• Support for professional and personal goals through skill-building and leadership development.
• Philanthropic opportunities and community-focused initiatives.
• Contemporary, supportive, flexible, and inclusive benefits and resources.
• Benefits are available to eligible full-time employees.