Product Owner

3 days ago

Charlotte NC, United States MethodHub Full time

Product Owner (only USC and GC) Charlotte Metro area [Hybrid]
Long Term Contract

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 .

Advisory & Account-Based Fee Billing
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.
Build proactive relationships with smart, driven peers in Product, Tech, and Operations ; 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.
~ 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

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