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Delivery Manager / Digital Product Owner with Wealth Management & Advisor Experience Platforms (Financial Services Cloud & Data Platforms)
Tanisha Systems Inc
Sponsorship not confirmed
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About the job
Role: Delivery Manager / Digital Product Owner with Wealth Management & Advisor Experience Platforms (Financial Services Cloud & Data Platforms) Location: Windsor, CT Experience: 12+ Years Domain: Wealth Management, Financial Services, Advisor Platforms Client: Voya R Remote is also fine here. Role Overview 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 d
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