Product Owner

Modern Wealth Management

Product Owner optimizing custodial platform integrations for a financial services firm. Collaborating with custodians and internal teams to enhance operational efficiency and advisor experience.

Posted 6/6/2026full-timeMesa • Arizona, Montana • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

Own day-to-day management and optimization of custodial platform integrations (Fidelity, Schwab, Pershing)
Act as primary liaison between the firm and custodial partners, managing relationships and escalations
Identify and implement process improvements to enhance operational efficiency and advisor experience
Collaborate with Operations, Technology, and Advisory teams to align custodian workflows with business needs
Support onboarding and transition of advisors and offices, including account setup, transfers, and data integration
Ensure data accuracy, reconciliation processes, and compliance with custodial requirements
Monitor and evaluate custodian platform updates, tools, and capabilities
Develop documentation, training materials, and best practices for internal users
Partner with vendors and internal teams on integrations and system enhancements
Track and manage issues, resolutions, and process improvements related to custodial platforms

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Information Systems, or a related field
3+ years of experience working with custodial platforms (Fidelity, Schwab, Pershing or similar)
Strong understanding of brokerage operations, account management, and advisor workflows
Experience working in financial services or wealth management environments
Excellent communication and stakeholder management skills
Ability to manage multiple projects and prioritize in a fast-paced environment
Strong attention to detail and problem-solving skills
Experience with CRM, portfolio management, or custodial systems preferred.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Modern Wealth Management Website LinkedIn All Job Openings 51 - 200 employees Founded 1996 💸 Finance 🤝 B2B 💰 $200M Private Equity Round - Modern Wealth Management on 2023-04 Finance
Insurance
B2B Modern Wealth Management is a Kansas City-based wealth and financial planning firm that provides comprehensive financial planning, investment management, tax, estate planning, insurance, and retirement plan services for individuals, families, public safety personnel, and employers. The firm offers third-party administration and fiduciary consulting for company retirement plans, partners with advisors through shared resources and concierge matching, and emphasizes collaborative teams of CFP® professionals, CPAs, and estate and insurance specialists alongside educational content and media (podcasts, articles) to support clients’ long-term financial goals. Product Owner 🔥 34 minutes ago 🏢🏡 Mesa – Hybrid 💵 $75k - $100k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior ✅ Product Manager Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Own day-to-day management and optimization of custodial platform integrations (Fidelity, Schwab, Pershing)
Act as primary liaison between the firm and custodial partners, managing relationships and escalations
Identify and implement process improvements to enhance operational efficiency and advisor experience
Collaborate with Operations, Technology, and Advisory teams to align custodian workflows with business needs
Support onboarding and transition of advisors and offices, including account setup, transfers, and data integration
Ensure data accuracy, reconciliation processes, and compliance with custodial requirements
Monitor and evaluate custodian platform updates, tools, and capabilities
Develop documentation, training materials, and best practices for internal users
Partner with vendors and internal teams on integrations and system enhancements
Track and manage issues, resolutions, and process improvements related to custodial platforms 🎯 Requirements
Bachelor’s degree in Business, Finance, Information Systems, or a related field
3+ years of experience working with custodial platforms (Fidelity, Schwab, Pershing or similar)
Strong understanding of brokerage operations, account management, and advisor workflows
Experience working in financial services or wealth management environments
Excellent communication and stakeholder management skills
Ability to manage multiple projects and prioritize in a fast-paced environment
Strong attention to detail and problem-solving skills
Experience with CRM, portfolio management, or custodial systems preferred. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Senior Business Engagement Product Leader 🕒 Yesterday Boeing 10,000+ employees 🚀 Aerospace Website LinkedIn All Job Openings Senior Business Engagement Product Leader driving AI and analytics transformations at Boeing. Leading cross-functional projects and managing the analytics portfolio for business solutions in the aerospace sector. 🏢🏡 Mesa – Hybrid 💵 $157.3k - $227k / year ⏰ Full Time 🟠 Senior ✅ Product Manager 🦅 H1B Visa Sponsor Senior Business Engagement Product Leader 🕒 Yesterday Boeing 10,000+ employees 🚀 Aerospace Website LinkedIn All Job Openings Senior Business Engagement Product Leader driving AI, data, and analytics initiatives at Boeing. Leading cross-functional projects and stakeholder engagement in a fast-paced, innovative environment. 🏢🏡 Mesa – Hybrid 💵 $157.3k - $227k / year ⏰ Full Time 🟠 Senior ✅ Product Manager 🦅 H1B Visa Sponsor View More Product Manager Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

custodial platform integrationsdata integrationreconciliation processesprocess improvementsbrokerage operationsaccount managementadvisor workflowsCRM systemsportfolio managementfinancial services

Soft Skills

communication skillsstakeholder managementproject managementprioritizationattention to detailproblem-solvingrelationship managementcollaborationtraining developmentdocumentation

Certifications

Bachelor’s degree in BusinessBachelor’s degree in FinanceBachelor’s degree in Information Systems