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Boldin

RIA Operations Manager

Mill Valley, CA · Remote

$85K - $100K/yr

... Services business, which includes an advice-only RIA and a team of Financial Wellness Coaches. This role is ideal for someone who loves building structure behind the scenes - someone who thrives on ...

Axos Bank

AVP, Financial Consulting

San Diego, CA · On-site

$90K - $98K/yr

... Broker-Dealer and RIA platform. This is a unique opportunity to join a fast-growing asset ... HSA or FSA account and other voluntary benefits * 401(k) Retirement Saving Plan with Employer Match ...

Axos Bank

AVP, Financial Consulting

San Diego, CA · On-site

$90K - $98K/yr

... Broker-Dealer and RIA platform. This is a unique opportunity to join a fast-growing asset ... HSA or FSA account and other voluntary benefits * 401(k) Retirement Saving Plan with Employer Match ...

Boldin

RIA Operations Manager

Mill Valley, CA · Remote

$85K - $100K/yr

... Services business, which includes an advice-only RIA and a team of Financial Wellness Coaches. This role is ideal for someone who loves building structure behind the scenes - someone who thrives on ...

Mesirow Financial

Senior Wealth Advisor

Stuart, FL · On-site

The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937 ... Following the recent acquisition of the Price Wealth Management Group, an established RIA based in ...

Mesirow Financial

Senior Wealth Advisor

Boca Raton, FL · On-site

The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937 ... Following the recent acquisition of the Price Wealth Management Group, an established RIA based in ...

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As of Jun 22, 2026, the average hourly pay for volunteer ria financial services in the United States is $19.14, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $20.19 per hour, depending on experience, location, and employer.
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Senior Product Owner/Manager - Broker-Dealer & RIA

Senior Product Owner/Manager - Broker-Dealer & RIA

Penn Mutual Life Insurance Company

Remote

Full-time

Posted 9 days ago

Job description

Job Description:
The Senior Product Owner- Broker-Dealer & RIA Operationsworks with business and technical partners at all levels to define and implement the vision and roadmap for our broker-dealer and registered investment advisor operations. This role partners closely with business leaders, distribution, operations, regulatory/compliance, enterprise architecture, and engineering to deliver high quality solutions that support strategic business outcomes. This role provides vision, leadership, and disciplined execution across the full product lifecycle-from ideation and design through delivery, release, optimization, and continuous improvement.
Responsibilities:
  • Product Vision & Strategy - Own and communicate the product vision, strategy, and roadmap for core BD/RIA platforms (e.g., brokerage and advisory workstations, account onboarding, compensation, trade surveillance, , data/integration services).

  • Stakeholder & Regulatory Partnership - Serve as the primary liaison between product teams and BD/RIA stakeholders, including advisors, supervision, compliance, legal, operations, and technology. Integrate SEC, FINRA, and state regulatory requirements into product prioritization and solution delivery.

  • Backlog Ownership & Delivery - Act as the single owner of the product backlog, ensuring work is clearly defined, prioritized, and sequenced based on business value, risk, and dependencies. Translate business and regulatory requirements into epics, user stories, and acceptance criteria suitable for Agile teams. Support sprint planning, backlog refinement, reviews, and release planning.

  • Discovery, Insights & Continuous Improvement - Lead discovery activities to validate needs using research, analytics, and operational feedback. Monitor product performance and usage data to drive continuous improvement and backlog reprioritization.

  • Team Management and Cross-Functional Collaboration - Lead cross functional teams, fostering an environment of trust, collaboration, and continuous improvement. Partner with business product management, IT operations, and key stakeholders to translate business needs into technical solutions.

  • MVP Definition and Project Delivery - Oversee the full application development lifecycle-from ideation to deployment-ensuring projects are delivered on time, within scope, and on budget. Determine and articulate Minimum Viable Product: that is, identify those portions of an overall vision that are minimally necessary to achieve Penn Mutual's objectives. Facilitate trade-off decisions transparently across experience, compliance, cost, and delivery timelines.

  • Vendor Management: Evaluate, select, and manage external partners to deliver critical features and services.

  • Customer-centric Focus: Drive a culture of excellence centered on customer needs, rigorous testing, and flawless execution.

  • Executive Communication: Present priorities and progress to senior leadership, ensuring alignment with organizational objectives. Manage reporting and updates on a team and project level.

Minimum Qualifications
  • 10+ years relevant experience in broker-dealer/RIA operations and/or financial services leading teams, driving initiatives forward, and working with various levels and functions across an organization.

  • Background in data structures, quality management, orchestration, governance, etc.

  • Experience working with business partners, external service providers, software developers and engineers, with a strong ability to translate product requirements succinctly and ensure technology deliverables are built with high quality.

  • Demonstrated experience working in broker-dealer/RIA, wealth management, or capital markets environments

  • Experience supporting advisor-facing and back-office platforms in broker-dealer/RIA environments, including account onboarding (CIP/KYC), supervision and surveillance workflows, compensation, and financial data services

  • Strong understanding of regulated financial services and the role of compliance, supervision, and risk in product design.

  • Exceptional ability to manage maintenance and creation of documentation and visualizations, as they relate to project deliverables.

  • Firm understanding of Agile product development and strong Jira management.

  • Ability to work under pressure and adapt quickly in an environment with evolving business demands.

  • Experience with leading multiple projects and advising senior leadership is desirable.

  • Excellent organizational skills and attention to detail with the ability to manage multiple priorities and meet established deadlines.

  • Strong verbal and written communication skills with the ability to interact with all levels of staff and management.

Competencies:
  • Customer Service: Exceptional attitude and a passion for providing outstanding service to internal and external customers.

  • Attention to Detail: Thoroughness in accomplishing a task through concern for all the areas involved, no matter how small. Monitors and checks work or information and plans and organizes time and resources efficiently

  • Analytical Skills: Collects and researches data; Designs workflows and procedures; Identifies data relationships and dependencies.

  • Communications: Exhibits good listening and comprehension. Expresses ideas and thoughts in verbal and written form. Keeps others adequately informed. Selects and uses appropriate communication methods.

  • Problem Solving: Ability to solve issues efficiently and quickly.

  • Relationship Management: Manages interactions to service and support to the organization; establishes credibility with all interactions.

  • Teamwork: Contributes to building a positive team spirit. Exhibits objectivity and openness to others' views.

Base Salary Range - $130,000 - $140,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

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