Delivery Manager / Digital Product Owner (Pershing Platform)

Role : Delivery Manager / Digital Product Owner (Pershing Platform)

Location: Remote

Domain: Wealth Management & Advisor Experience

Experience: 12+ Years

Responsibilities

• Product Ownership & Strategy
• Own and manage the product roadmap for advisor and wealth management digital platforms aligned with business objectives.
• Partner with Wealth Management leaders, advisors, operations teams, compliance, and technology stakeholders to define product vision and priorities.
• Convert business strategy into actionable product epics, features, and user stories.
• Drive product discovery sessions, requirement workshops, and stakeholder alignment meetings.
• Prioritize product backlog based on business value, customer impact, regulatory requirements, and technical feasibility.

Delivery Management

• Lead end-to-end delivery of strategic initiatives across Advisor Experience, Client Experience, Brokerage Operations, and Wealth Management platforms.
• Manage scope, budget, timelines, risks, dependencies, and delivery governance.
• Coordinate multiple Agile teams, vendors, and technology partners to ensure successful execution.
• Establish delivery metrics, release plans, and operational readiness processes.
• Ensure high-quality execution through effective planning, testing, and production deployment practices.

Pershing Platform Leadership

• Serve as the subject matter expert for Pershing ecosystem integrations and capabilities.
• Drive enhancement initiatives involving:
• Pershing NetX Advisor
• Pershing NetX Investor
• Brokerage Account Management
• Trading and Order Management Workflows
• Client Onboarding and Account Opening
• Portfolio Management and Reporting
• Advisor Dashboard and Productivity Tools
• Coordinate with Pershing teams and external vendors to deliver seamless business and client experiences.

Wealth Management & Advisor Experience

• Lead initiatives focused on advisor enablement and digital transformation.
• Improve advisor workflows across prospecting, onboarding, trading, servicing, and reporting activities.
• Drive digital capabilities that improve client self-service experiences and advisor-client interactions.
• Partner with UX, Content Management, CRM, and Digital teams to create intuitive user experiences.
• Utilize customer and advisor feedback to continuously improve platform capabilities.

Stakeholder & Vendor Management

• Build strong relationships with business executives, advisors, product leaders, operations teams, and technology partners.
• Act as the primary escalation point for delivery challenges and operational issues.
• Manage third-party vendor relationships including Pershing and other platform providers.
• Present program status, delivery health, and roadmap updates to executive leadership.

Risk, Compliance & Governance

• Ensure adherence to FINRA, SEC, and Wealth Management regulatory requirements.
• Collaborate with Risk, Compliance, Legal, and Information Security teams throughout the product lifecycle.
• Support audit activities, governance reviews, and regulatory initiatives.
• Maintain strong controls around data privacy, cybersecurity, and operational risk.

Required Qualifications

• Bachelor's degree in Computer Science, Information Systems, Business, Finance, or related discipline.
• 12+ years of experience in Wealth Management, Broker-Dealer, or Financial Services organizations.
• 5+ years of experience as a Digital Product Owner, Product Manager, Delivery Manager, or Program Manager.
• Hands-on experience working with Pershing platforms and brokerage ecosystems.
• Strong understanding of:
• Wealth Management operations
• Advisor servicing workflows
• Brokerage and custody platforms
• Digital customer experiences
• Client onboarding and account management
• Experience managing Agile delivery teams using Scrum and SAFe methodologies.
• Exceptional stakeholder management and executive communication skills.

Preferred Qualifications

• Experience with Advisor Experience platforms and CRM solutions.
• Knowledge of Salesforce Financial Services Cloud.
• Experience integrating Pershing with digital channels and advisor workstations.
• Familiarity with Wealth Management data platforms, reporting, and analytics.
• Experience supporting hybrid onshore-offshore delivery models.
• Product Owner, SAFe POPM, PMP, Scrum Master, or Agile certifications.

Technical & Functional Skills

• Pershing NetX Advisor / NetX Investor
• Wealth Management Platforms
• Brokerage Operations
• Advisor Workstation Solutions
• Digital Product Management
• Agile / Scrum / SAFe
• Program & Delivery Management
• Business Analysis & Requirements Management
• API & Integration Management
• Salesforce Financial Services Cloud
• Client Onboarding & Servicing
• Portfolio Management & Reporting
• Data & Analytics
• Risk & Compliance

Work Location: Remote