Product Owner – Wealth Management

Guardian Life

Product Owner managing Agile backlogs and requirements for Guardian, a mutual insurer providing insurance and financial products. Supporting wealth-management platforms, stakeholder alignment, and sprint delivery.

Posted 8/11/2026full-timeBethlehem • New York • 🇺🇸 United StatesMid-LevelSenior💰 $79,310 - $130,295 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Agile product management, including backlog development and requirements gathering, while effectively collaborating with cross-functional teams to align product strategies with customer needs. Proficient in maintaining comprehensive product documentation and ensuring timely delivery of features.

Highest-signal resume keywords

Agile FacilitationProduct DocumentRequirements ManagementScrum (Agile)Wealth Management Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Product Backlog ManagementUser StoriesAcceptance CriteriaRoot Cause Analysis (RCA)Agile Methodologies

Soft Skills

Strong Communication Skills

Tools & Technologies

Wealth Management PlatformsFinancial Planning PlatformsPortfolio Management Tools

Industry Keywords

RIAsBroker-Dealer OperationsInvestment ProductsAdvisor ExperienceAdvisor Technology Workflows

About the role

Key responsibilities & impact

Translate product vision and strategy into actionable tasks aligned with customer needs and organizational goals
Develop and manage the product backlog
Collaborate with cross-functional teams to gather and refine requirements
Maintain product documentation, including user stories, acceptance criteria, and meeting notes
Monitor product development progress and ensure features are ready for sprints and delivery timelines are met
Participate in Agile ceremonies and contribute to continuous improvement of Agile practices
Work with stakeholders to ensure the product meets customer needs and business objectives
Support the team in implementing Agile product management fundamentals and best practices
May lead projects or project steps within a broader project

Requirements

What you’ll need

4–6 years of experience in product management or a related field
Experience working in or supporting the wealth management industry
Ability to develop and manage product backlogs aligned with product vision and strategy
Experience gathering and refining requirements with cross-functional teams
Excellent documentation skills, including user stories and acceptance criteria
Familiarity with Agile methodologies and participation in Agile ceremonies
Strong communication skills with stakeholders
Ability to support Agile product management fundamentals and best practices
Familiarity with wealth management platforms, financial planning platforms, portfolio management tools, or related technology solutions
Understanding of RIAs or broker-dealer operations and investment products
Understanding of advisor experience and advisor technology workflows
Legally authorized to work in the United States without current or future employer sponsorship
Required skills: Agile Facilitation, Product Document, Requirements Management, Root Cause Analysis (RCA), Scrum (Agile)

Benefits

Comp & perks

Skill-building opportunities
Leadership development opportunities
Philanthropic opportunities
Contemporary, supportive, flexible, and inclusive benefits and resources
Annual, sales, or other incentive compensation may be available
Reasonable accommodation for disabilities, pregnancy, childbirth, or related medical conditions
AI screening opt-out and alternative application process available