Fort Worth, TX30+ days ago
Serve as the Product Owner for the firm’s Financial Planning solution, with primary responsibility for MoneyGuide capabilities, enhancements, integrations, and lifecycle management Translate advisor and client financial planning needs (goals-based planning, cash flow modeling, retirement projections, tax-aware planning, insurance, estate considerations) into clear user stories. The DPO works closely with the following roles to ensure alignment, quality, and delivery of business value: Digital Product Manager (DPM): Aligns user stories with vision and provides regular communication on delivery.