Senior Technical Product Owner

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an exciting opportunity for a Technical Product Owner! The Technical Product Owner is accountable for maximizing the value delivered by technical services within the enterprise ecosystem. This role owns the backlog for their product domain and ensures that engineering efforts are aligned to strategic priorities, operational stability, and continuous improvement objectives. The Product Owner partners closely with Product Managers, shared development resources, architecture, and business stakeholders to translate strategic initiatives into executable work. The role is responsible for prioritization, defect management, and ensuring technical services are scalable, reliable, and aligned with enterprise standards.

This is a Remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $110,000 to $120,000, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

Backlog Ownership & Prioritization

• Serve as the single owner of the development backlog for the assigned technical service(s) or platform capability.

• Translate strategic initiatives and business requirements into clearly defined development work with measurable acceptance criteria.

• Prioritize backlog items based on business value, technical risk, regulatory requirements, and dependencies.

• Maintain backlog hygiene, ensuring items are clearly defined, appropriately estimated, and ready for development.

• Balance new feature development, defect remediation, technical debt reduction, and continuous improvement initiatives.

Execution & Delivery

• Own the delivery of development work from planning through completion, coordinating priorities, dependencies, risks, and stakeholder input.

• Clarify requirements and acceptance criteria for development teams throughout the delivery lifecycle.

• Accept or reject completed work based on defined acceptance criteria.

• Remove ambiguity and make timely scope and priority decisions to avoid delivery delays.

Cross-Functional Collaboration

• Partner with Product Managers to align tactical delivery with strategic roadmaps.

• Collaborate with Business stakeholders to gather requirements and validate solutions.

• Work closely with Architecture and Shared Development teams to ensure scalable, compliant solutions.

• Coordinate crossteam dependencies within the broader ecosystem.

Defect & Service Ownership

• Own triage and prioritization of defects related to the assigned product area.

• Ensure appropriate root cause analysis is conducted for production issues.

• Prioritize remediation efforts to maintain service reliability and performance.

• Partner with engineering to proactively reduce recurring defects and technical debt.

Innovation and Continuous Improvement

• Stay informed on emerging technologies, tools, and best practices relevant to the product domain.

• Identify opportunities to improve automation, scalability, integration, and operational efficiency.

• Use metrics and stakeholder feedback to drive iterative product enhancements.

• Continuously improve backlog quality, delivery predictability, and team effectiveness.

Stakeholder Communication

• Provide clear visibility into backlog priorities, sprint commitments, risks, and trade-offs.

• Ensure alignment between business expectations and technical delivery timelines.

• Serve as the primary point of contact for product execution within scope.

Ensure Compliance with federal, state and local employment regulations

• Monitor current and pending legislation; create or update related company policies

• Review and update the employee handbook annually and as needed throughout the year

• Develop internal communications and training programs for employees to aid in understanding and applying compliant employment practices

Improve service quality by using AI and digital tools

• Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment.

• Identify and escalate inaccurate information and knowledge gaps, or issues related to digital tools

Education/Qualifications

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.

• Experience in Financial Services or equivalent experience is strongly preferred

• Minimum 5 years in Business Analyst, Development, Product Owner, Product Manager roles or other related technology experience

• Minimum of 2 years’ experience with Agile Development

• Superior verbal and written communication skills

• Proficient with Microsoft Office Suite or related software

• Familiarity with Salesforce, Orion, Tamarac, or similar platforms

• AI Literacy:

• Demonstrated ability to effectively use AI tools and technologies in daily work tasks.

• Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards.

• Comfort with learning new AI applications and understanding their appropriate use cases and limitations.

• As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $87,400 - $131,100. However, the base salary range bolded above ($110,000 to $120,000) is what we expect to pay as a starting range for this position.
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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to full-time employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.