Guardian Life Insurance

Product Owner - Wealth Management

Guardian Life Insurance$79K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-6 years of experience in product management or related field
  • Experience in the wealth management industry
  • Proven ability to manage product backlogs effectively
  • Strong collaboration skills with cross-functional teams
  • Excellent documentation skills for user stories and acceptance criteria
  • Familiarity with Agile methodologies and participation in Agile ceremonies
  • Strong communication skills to engage with stakeholders

Responsibilities

  • Develop and manage the product backlog aligned with vision and strategy
  • Collaborate with teams to gather and refine requirements
  • Maintain clear documentation, including user stories and meeting notes
  • Monitor product development progress to meet delivery timelines
  • Participate in Agile ceremonies to improve team practices
  • Work closely with stakeholders to meet customer needs
  • Support the team in implementing Agile product management best practices

Benefits

  • Opportunity for professional growth under mentorship of a senior Product Owner
  • Engagement in Agile methodologies and continuous improvement practices
  • Chance to work on innovative projects within the wealth management space
  • Collaboration with cross-functional teams enhancing team skills
  • Potential for leading projects or project phases
Full Job Description
As a Product Owner, Wealth Management you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals. The Product Owner role involves close collaboration with various stakeholders to clarify requirements, prioritize tasks, and maintain up-to-date product documentation. The Product Owner will track progress to ensure timely delivery, participate in Agile ceremonies, and continuously learn Agile product management practices under the guidance of a senior Product Owner.

You will
  • Develop and manage the product backlog, ensuring it aligns with the overall product vision and strategy
  • Collaborate with cross-functional teams to gather and refine requirements, ensuring they are well-documented and prioritized
  • Maintain clear and up-to-date product documentation, including user stories, acceptance criteria, and meeting notes
  • Monitor the progress of product development, ensuring that features are ready for sprints and delivery timelines are met
  • Participate in Agile ceremonies, contributing to the continuous improvement of Agile practices within the team
  • Work closely with stakeholders to ensure that the product meets customer needs and business objectives
  • Support the team in understanding and implementing Agile product management fundamentals and best practices
  • May lead projects or project steps within a broader project


Required Experience
  • A minimum of 4-6 years of experience in product management or a related field
  • Experience working in or supporting the wealth management industry
  • Proven ability to develop and manage product backlogs, ensuring alignment with product vision and strategy
  • Strong collaboration skills with cross-functional teams to gather and refine requirements.
  • Excellent documentation skills to maintain clear and up-to-date product documentation, including user stories and acceptance criteria
  • Familiarity with Agile methodologies and participation in Agile ceremonies
  • Strong communication skills to work closely with stakeholders and ensure the product meets customer needs and business objectives
  • Ability to support the team in understanding and implementing Agile product management fundamentals and best practices


Preferred Experience
  • Familiarity with wealth management platforms, financial planning platforms, portfolio management tools, or other wealth management technology solutions.
  • Understanding of RIAs or broker-dealer operations, and investment products.
  • Understanding of the advisor experience, including how advisors engage with clients, manage relationships, complete business processes, access data, and use technology to support growth and service.


Required Skills
  • Agile Facilitation
  • Product Document
  • Requirements Management
  • Root Cause Analysis (RCA)
  • Scrum (Agile)


Salary Range:

$79,310.00 - $130,295.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

About Guardian Life Insurance

Guardian Life Insurance Careers

Join the Guardian Life Insurance team today and be part of a company that values growth, leadership, and innovation. As a leading provider in the insurance industry, Guardian Life Insurance offers a wealth of job opportunities that empower you to shape your future and strengthen your professional skills. Work You’ll Do At Guardian Life Insurance, you’ll collaborate with a diverse team of experts dedicated to providing exceptional service and innovative solutions to our clients. Our culture thrives on inclusivity and the shared ambition of our team members to drive positive change in the insurance sector. Explore a variety of career paths in areas ranging from customer service to financial advisement, each offering the potential to engage with transformative projects that impact lives. Our commitment to professional growth is evident in our robust training programs, including leadership development and diversity training, designed to enhance your skills and advance your career. Innovative Work Guardian Life Insurance is at the forefront of integrating cutting-edge technology and personalized service. Join us and contribute to initiatives that redefine industry standards and lead to more predictive and personalized customer experiences. Be Part of a Great Team Our team at Guardian Life Insurance is our strongest asset. We foster an environment where creativity and effectiveness are encouraged, making it a perfect place for those who seek to innovate and excel in their careers. With a focus on nurturing talent, we offer comprehensive benefits, competitive salaries, and a supportive atmosphere that advocates work-life balance. Future-Proof Your Career With Guardian Life Insurance, your career is future-proof. Dive into a range of employment opportunities that not only align with your current skills but also challenge you to grow and expand your capabilities. Whether you’re looking for a full-time position, an internship, or even leadership roles, Guardian Life Insurance is committed to helping you find the right path. Stay Connected Join Our Team Discover the job opportunities waiting for you at Guardian Life Insurance. We are continuously hiring and looking for individuals who are passionate, driven, and ready to contribute to our mission. Search open positions that match your skills and interests, and take the first step towards a rewarding career with us. Keep Up to Date Stay informed with the latest career tips, industry insights, and company news—all from the professionals who make Guardian Life Insurance a leader in the insurance industry. Our careers blog provides valuable information to help you prepare for your next interview, polish your resume, and enhance your networking abilities. Job Alert Emails Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. Discover exciting and rewarding opportunities that await at Guardian Life Insurance, and see how you can contribute to our legacy of excellence and innovation. Join Guardian Life Insurance today and be part of a company that’s dedicated to your career growth and professional development.
Learn more about Guardian Life Insurance
Size
9,000 employees
Industry
Founded
1860

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