SeniorProductOwner-InvestmentPlatforms

# **Overview:** Lead product strategy and execution for Wealth Investment Platforms, reporting to the Head of Investment Platforms and serving as a senior partner in driving platform modernization and delivery. This role operates at the intersection of business strategy and technology, driving the modernization of the firm’s investment platform ecosystem to improve scalability, reduce complexity, and enhance advisor experience. The Senior Product Owner is responsible for translating strategic direction into execution, defining platform capabilities and roadmaps, and ensuring delivery of high-visibility, enterprise initiatives with a high degree of ownership and accountability. This role requires deep technical fluency, strong program leadership, and the ability to operate independently while influencing senior stakeholders and driving disciplined execution across agile teams and cross-functional partners. This role also plays a critical leadership function by leading a group of agile product owners in executing against strategic priorities while elevating team capability. **Primary Responsibilities:** * Partner with the Head of Investment Platforms to drive platform modernization, translating strategic priorities into clearly defined capabilities, scope, and execution plans. * Define and maintain the platform capability framework and roadmap, including current-state assessments, key gaps, and a sequenced plan aligned to business outcomes such as simplification, scalability, cost efficiency, and advisor experience. * Ensure platform priorities reflect advisor and client needs, leveraging structured feedback, issue trends, and usage insights to inform decisions * Lead execution of complex, cross-functional initiatives, with accountability for milestones, dependencies, risk management, and on-time delivery. * Coordinate across business, technology, and operations partners to ensure alignment, clear ownership, and effective execution across workstreams. * Establish and