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Wealth Management Neighborhood Lead

Company: VirtualVocations
Location: Vista
Posted on: May 7, 2025

Job Description:

A company is looking for a Wealth Platforms Neighborhood Lead.
Key Responsibilities

Lead product vision and strategy, aligning it with business goals and stakeholder needs
Collaborate with cross-functional teams to ensure customer-centric mission integration and manage product backlogs
Conduct market analysis and oversee technology alignment to enhance user journeys and experiences

Qualifications

Over ten years of experience in Wealth Management, leading teams and managing technology deliverables
Strong understanding of agile methodologies and proficiency in agile tools like Jira and Confluence
Bachelor's degree in a relevant field; Master's degree preferred
Extensive experience with Wealth Management Technology Platforms and managing complex products
Strong analytical skills, both quantitative and qualitative

Keywords: VirtualVocations, Palm Desert , Wealth Management Neighborhood Lead, Executive , Vista, California

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