[Hiring] Delivery Manager / Digital Product Owner @Apptad, Inc.

Role Description

We are seeking an experienced Delivery Manager / Digital Product Owner to lead the delivery and product evolution of Wealth Management and Advisor Experience platforms. The ideal candidate will possess a strong blend of digital product management, agile delivery leadership, Financial Services Cloud expertise, and data platform/data pipeline experience. This leader will be responsible for driving strategic initiatives across advisor-facing and client-facing channels, ensuring seamless integration of customer, advisor, operational, and investment data while delivering exceptional digital experiences.

The role requires close collaboration with business stakeholders, advisors, product teams, architects, engineering teams, data teams, and third-party partners to define roadmaps, prioritize investments, and deliver measurable business outcomes.

Key Responsibilities

• Product Strategy & Ownership
  • Define and manage the product vision, roadmap, and feature backlog for Wealth Management and Advisor Experience platforms.
  • Partner with Wealth Management business leaders, advisor teams, and digital stakeholders to translate business objectives into product initiatives.
  • Prioritize features and investments based on business value, customer impact, regulatory requirements, and technical feasibility.
  • Drive product discovery sessions, roadmap planning, and release prioritization activities.
  • Establish KPIs and success metrics aligned with advisor productivity, client engagement, and operational efficiency goals.
• Delivery Leadership
  • Lead multiple Agile teams delivering digital capabilities across advisor and client experience platforms.
  • Own end-to-end delivery execution including planning, estimation, dependency management, risk mitigation, and stakeholder communications.
  • Ensure timely delivery of initiatives while maintaining quality, scalability, security, and regulatory compliance standards.
  • Manage delivery governance, status reporting, financial tracking, and executive stakeholder updates.
  • Identify opportunities to improve delivery processes, engineering effectiveness, and release management practices.
• Financial Services Cloud Leadership
  • Collaborate with business and technology teams to maximize adoption and value realization from Financial Services Cloud capabilities.
  • Drive implementation and enhancement of advisor workflows, householding, customer engagement, relationship management, servicing, and financial planning experiences.
  • Define integration strategies between Financial Services Cloud and enterprise applications supporting advisor servicing and client engagement.
  • Ensure effective management of customer, advisor, household, and interaction data across platforms.
• Data Platform & Pipeline Leadership
  • Partner with data engineering and architecture teams to define scalable data strategies supporting advisor and wealth management use cases.
  • Drive requirements for real-time and batch data pipelines that power advisor dashboards, client portals, analytics, CRM, and digital applications.
  • Ensure data quality, lineage, governance, observability, and security controls are embedded into delivery processes.
  • Work closely with enterprise data teams to support customer 360, advisor insights, investment data, reporting, and regulatory requirements.
  • Facilitate integration between digital platforms, operational systems, investment systems, and cloud data platforms.
• Stakeholder Engagement
  • Act as the primary liaison between business stakeholders and technology delivery teams.
  • Build strong relationships across Product, Operations, Compliance, Data, Architecture, and Engineering organizations.
  • Drive executive-level discussions and influence prioritization decisions based on business outcomes.
  • Communicate roadmap progress, delivery risks, and strategic recommendations to leadership teams.
• Customer & Advisor Experience
  • Champion a user-centric approach focused on advisor productivity and superior client experience.
  • Leverage customer feedback, usage analytics, and business insights to continuously improve platform capabilities.
  • Drive digital transformation initiatives supporting advisor growth, client retention, onboarding, servicing, and engagement.

Qualifications

• Bachelor's degree in Computer Science, Engineering, Business, Finance, or a related discipline.
• 12+ years of experience in digital product management, program management, or delivery leadership.
• Strong experience within Wealth Management, Broker-Dealer, Registered Investment Advisor (RIA), Asset Management, or Financial Services organizations.
• Proven experience managing complex enterprise digital platforms and product roadmaps.
• Experience with Financial Services Cloud implementations and advisor platform capabilities.
• Strong understanding of enterprise data platforms, data integration, and data pipeline ecosystems.
• Experience delivering cloud-based digital solutions using Agile and Scrum methodologies.
• Strong stakeholder management and executive communication skills.
• Experience managing distributed, cross-functional technology teams.

Preferred Qualifications

• Experience with advisor experience platforms, CRM modernization, financial planning solutions, and customer engagement platforms.
• Knowledge of investment management, retirement solutions, financial planning, and advisory services.
• Familiarity with cloud ecosystems such as Azure, AWS, or GCP.
• Experience with data engineering platforms such as Snowflake, Databricks, Azure Data Factory, Kafka, or equivalent technologies.
• Understanding of API-led integrations, event-driven architectures, and microservices.
• Experience with customer 360, data governance, and master data management initiatives.
• SAFe, Scrum Product Owner, PMP, or Agile certifications are preferred.

Key Competencies

• Product Vision & Strategy
• Wealth Management Domain Expertise
• Financial Services Cloud
• Digital Transformation
• Agile Product Ownership
• Program & Delivery Management
• Data Platforms & Data Pipelines
• Stakeholder Management
• Customer & Advisor Experience
• Financial Planning & Advisory Workflows
• Data Governance & Analytics
• Executive Communication
• Risk & Compliance Management
• Vendor & Partner Management

Success Measures

• Successful delivery of strategic Wealth Management and Advisor Experience initiatives.
• Increased advisor adoption and productivity across digital platforms.
• Improved client engagement, onboarding, and servicing experiences.
• Reliable, scalable, and governed data pipelines supporting business-critical capabilities.
• Predictable delivery execution with measurable business outcomes.
• Strong stakeholder satisfaction and alignment across business and technology organizations.

This role is ideal for a leader who can combine Digital Product Ownership, Delivery Excellence, Financial Services Cloud expertise, and Data Platform leadership to accelerate the transformation of Wealth Management and Advisor Experience capabilities.