Job Description:
Delivery Manager / Digital Product Owner (Pershing Platform) Windsor, CT
Domain: Wealth Management & Advisor Experience
Experience: 12+ Years
Position Overview
We are seeking a highly experienced Delivery Manager / Digital Product Owner with Pershing platform expertise to lead the delivery and evolution of Wealth Management and Advisor Experience platforms. This individual will serve as the key liaison between business stakeholders, advisors, operations teams, technology teams, and third-party vendors, ensuring successful execution of digital initiatives that enhance advisor productivity, client experience, and wealth management operations.
The ideal candidate will possess deep knowledge of Pershing NetX, Wealth Management platforms, Advisor Workstations, Brokerage Operations, Digital Client Experiences, and Agile Product Delivery, along with a proven track record of managing complex cross-functional programs within the financial services industry.
Responsibilities
Product Ownership & Strategy
Own and manage the product roadmap for advisor and wealth management digital platforms aligned with business objectives.
Partner with Wealth Management leaders, advisors, operations teams, compliance, and technology stakeholders to define product vision and priorities.
Convert business strategy into actionable product epics, features, and user stories.
Drive product discovery sessions, requirement workshops, and stakeholder alignment meetings.
Prioritize product backlog based on business value, customer impact, regulatory requirements, and technical feasibility.
Delivery Management
Lead end-to-end delivery of strategic initiatives across Advisor Experience, Client Experience, Brokerage Operations, and Wealth Management platforms.
Manage scope, budget, timelines, risks, dependencies, and delivery governance.
Coordinate multiple Agile teams, vendors, and technology partners to ensure successful execution.
Establish delivery metrics, release plans, and operational readiness processes.
Ensure high-quality execution through effective planning, testing, and production deployment practices.
Pershing Platform Leadership
Serve as the subject matter expert for Pershing ecosystem integrations and capabilities.
Drive enhancement initiatives involving:
Pershing NetX Advisor
Pershing NetX Investor
Brokerage Account Management
Trading and Order Management Workflows
Client Onboarding and Account Opening
Portfolio Management and Reporting
Advisor Dashboard and Productivity Tools
Coordinate with Pershing teams and external vendors to deliver seamless business and client experiences.
Wealth Management & Advisor Experience
Lead initiatives focused on advisor enablement and digital transformation.
Improve advisor workflows across prospecting, onboarding, trading, servicing, and reporting activities.
Drive digital capabilities that improve client self-service experiences and advisor-client interactions.
Partner with UX, Content Management, CRM, and Digital teams to create intuitive user experiences.
Utilize customer and advisor feedback to continuously improve platform capabilities.
Stakeholder & Vendor Management
Build strong relationships with business executives, advisors, product leaders, operations teams, and technology partners.
Act as the primary escalation point for delivery challenges and operational issues.
Manage third-party vendor relationships including Pershing and other platform providers.
Present program status, delivery health, and roadmap updates to executive leadership.
Risk, Compliance & Governance
Ensure adherence to FINRA, SEC, and Wealth Management regulatory requirements.
Collaborate with Risk, Compliance, Legal, and Information Security teams throughout the product lifecycle.
Support audit activities, governance reviews, and regulatory initiatives.
Maintain strong controls around data privacy, cybersecurity, and operational risk.
Required Qualifications
Bachelor' s degree in Computer Science, Information Systems, Business, Finance, or related discipline.
12+ years of experience in Wealth Management, Broker-Dealer, or Financial Services organizations.
5+ years of experience as a Digital Product Owner, Product Manager, Delivery Manager, or Program Manager.
Hands-on experience working with Pershing platforms and brokerage ecosystems.
Strong understanding of:
Wealth Management operations
Advisor servicing workflows
Brokerage and custody platforms
Digital customer experiences
Client onboarding and account management
Experience managing Agile delivery teams using Scrum and SAFe methodologies.
Exceptional stakeholder management and executive communication skills.
Preferred Qualifications
Experience with Advisor Experience platforms and CRM solutions.
Knowledge of Salesforce Financial Services Cloud.
Experience integrating Pershing with digital channels and advisor workstations.
Familiarity with Wealth Management data platforms, reporting, and analytics.
Experience supporting hybrid onshore-offshore delivery models.
Product Owner, SAFe POPM, PMP, Scrum Master, or Agile certifications.
Technical & Functional Skills
Pershing NetX Advisor / NetX Investor
Wealth Management Platforms
Brokerage Operations
Advisor Workstation Solutions
Digital Product Management
Agile / Scrum / SAFe
Program & Delivery Management
Business Analysis & Requirements Management
API & Integration Management
Salesforce Financial Services Cloud
Client Onboarding & Servicing
Portfolio Management & Reporting
Data & Analytics
Risk & Compliance
Success Metrics
Successful delivery of product roadmap commitments.
Increased advisor adoption and satisfaction scores.
Improved digital self-service capabilities for clients.
Reduced operational inefficiencies and manual processes.
Enhanced platform stability, quality, and release predictability.
Effective stakeholder and vendor relationship management.
Achievement of business outcomes aligned with organizations Wealth Management growth objectives.