Product Owner, Wealth Management – Credit Platforms
Texas Capital
full-time
Posted on:
Location Type: Office
Location: Dallas • Texas • United States
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About the role
- Define and execute the multi-year digital product vision and roadmap for Wealth Management and Credit platforms, aligned with Private Bank objectives and client experience goals.
- Engage directly with Private Client Advisors and Investment Advisors to understand the most complex client needs, pain points, and workflows; translate insights into differentiated digital solutions.
- Participate in Private Bank leadership routines to ensure digital priorities are embedded in business strategy and operational planning.
- Oversee the design, development, and delivery of integrated digital platforms for wealth management and credit, ensuring seamless experiences across onboarding, servicing, and advisory interactions.
- Collaborate with Technology, Operations, Compliance, Risk, and Marketing to deliver secure, compliant, and high-performing digital products.
- Leverage analytics, client feedback, and competitive intelligence to inform product decisions and continuously optimize the client experience.
- Ensure adherence to regulatory requirements and internal risk frameworks while driving innovation.
- Monitor and prioritize resolution of platform issues to minimize client impact and maintain service excellence.
Requirements
- Bachelor’s degree required; MBA or advanced degree preferred
- 7+ years of experience in private banking, wealth management, or financial services, with experience in digital products preferred
- Deep understanding of client journeys in wealth management and credit, including regulatory and operational considerations
- Exceptional leadership, communication, and stakeholder management skills; ability to influence across all levels of the organization
- Expertise in agile methodologies and digital product development lifecycle
- Strong analytical and strategic thinking capabilities
- Preferred Skills: Experience with digital experience platforms, APIs, and emerging fintech solutions.
- Ability to lead through ambiguity and drive consensus in a fast-paced environment.
- Executive presence and ability to represent digital strategy internally and externally.
Benefits
- health insurance coverage
- wellness program
- fertility and family building aids
- life and disability insurance
- retirement savings plans with a generous 401K match
- paid leave programs
- paid holidays
- paid time off (PTO)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
digital product developmentagile methodologiesanalyticsstrategic thinkingclient journey mappingregulatory compliancerisk managementdigital experience platformsAPIsfintech solutions
Soft skills
leadershipcommunicationstakeholder managementinfluenceproblem-solvingconsensus buildingadaptabilityexecutive presenceclient experience optimizationcollaboration
Certifications
Bachelor's degreeMBA or advanced degree