Product Owner

Key Responsibilities

• Own day-to-day management and optimization of custodial platform integrations (Fidelity, Schwab, Pershing)
• Act as primary liaison between the firm and custodial partners, managing relationships and escalations
• Identify and implement process improvements to enhance operational efficiency and advisor experience
• Collaborate with Operations, Technology, and Advisory teams to align custodian workflows with business needs
• Support onboarding and transition of advisors and offices, including account setup, transfers, and data integration
• Ensure data accuracy, reconciliation processes, and compliance with custodial requirements
• Monitor and evaluate custodian platform updates, tools, and capabilities
• Develop documentation, training materials, and best practices for internal users
• Partner with vendors and internal teams on integrations and system enhancements
• Track and manage issues, resolutions, and process improvements related to custodial platforms

Qualifications

• Bachelor’s degree in Business, Finance, Information Systems, or a related field
• 3+ years of experience working with custodial platforms (Fidelity, Schwab, Pershing or similar)
• Strong understanding of brokerage operations, account management, and advisor workflows
• Experience working in financial services or wealth management environments
• Excellent communication and stakeholder management skills
• Able to manage multiple projects and prioritize in a fast-paced environment
• Strong attention to detail and problem-solving skills