Title : Product Owner
Location: Charlotte Metro area OR NYC (Hybrid)
6+ Months contract (with possible extension)
Overview
We are seeking a strategic and results-driven Product Manager / Product Owner with deep domain experience in wealth management, specifically across fee billing, commissions, and advisor compensation systems . This role is critical in leading the modernization of our fee management and commissions platform, including a multi-year transformation leveraging Varicent .
Key Responsibilities
Own the end-to-end product lifecycle for core components including:
Advisory & Account-Based Fee Billing
Advisor-Based Pricing Models
Broker & Advisor Commission Payouts
Small Balance Fees, IRA Fees, Asset-Based Pricing
Define and drive the roadmap for building and enhancing fee and commission systems , including the migration to Varicent.
Translate business and regulatory requirements into functional product features and technical stories using JIRA .
Collaborate closely with engineering, QA, business stakeholders, and compliance teams to ensure timely and high-quality delivery.
Partner with advisors and field leaders to gather feedback, understand pain points, and validate features pre- and post-launch.
Act as the subject matter expert (SME) for advisor commissions and pricing strategies in wealth management.
Lead cross-functional planning, grooming, sprint reviews, and product demos .
Build proactive relationships with smart, driven peers in Product, Tech, and Operations ; be the go-to voice for all things pricing and commission.
Qualifications
5 10+ years of experience as a Product Manager / Owner in the Wealth Management or Financial Services domain.
Proven track record in managing systems related to fee billing, commissions, advisor compensation, and pricing strategies .
Strong functional understanding of fee management systems and advisor revenue-sharing models .
Hands-on experience with Varicent , including platform migration or rebuilds ( preferred but not mandatory ).
Working knowledge of JIRA and agile development frameworks .
Demonstrated experience working on complex, multi-year enterprise product transformation journeys .
Excellent communication, prioritization, and stakeholder management skills.
A go-getter with a proactive mindset, ability to work in ambiguity, and proven problem-solving skills.
Preferred Skills
Experience working in environments with smart, high-performance teams
Exposure to advisor onboarding, client billing, and revenue modeling
Understanding of regulatory compliance in investment advisory or broker-dealer environments
Note: Momento USA is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
...Dickies legacy and support the future growth and success of the brand. You will maintain and continue to develop a meticulous Brand Archive that will provide essential assets to the Marketing, Creative, Design and Product teams. Your communication skills, passion,...
...:00PM This position involves baking, frosting and filling of donuts, prepping/panning breakfast sandwich products, maintaining bakery... ...for this position and its requirements. Founded in 1950, Dunkin' is America's favorite all-day, everyday stop for coffee and baked...
**Our Opportunity:**We are currently recruiting for a **Non-Inventory Area Manager** , Procurement for our pharmacy fulfillment center in Goodyear, AZ! This role requires a candidate with a consistent record of assessing inventory, interceding on pricing, and coordinating...
...and providing exceptional service, we want to hear from you. Join us and be a part of something special! Job Description A Content Creator is responsible for managing and implementing social media strategies to increase brand awareness and engagement. Their duties...
...Summary: We are a locally owned San Antonio based Water Treatment company looking for the right fit to join our team! We are currently hiring in the Austin, Houston, and San Antonio areas. At Alamo Water Softeners not only do we make sure our products are remarkable but...