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Product Owner

Bf29a698 96c4 48f0 9986 51fbea66262e 19000101 000001 · Mesa, AZ, US, Mesa, AZ; Kansas City, MO, US, Kansas City, MO · Remote · Active · $75,000–$100,000 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
CompanyBf29a698 96c4 48f0 9986 51fbea66262e 19000101 000001
TitleProduct Owner
Normalized title-
Department / team-
LocationMesa, AZ, United States
Work modelRemote / Remote
Employment typeFull Time
Salary$75,000–$100,000 / year
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-06-05 / 2026-06-06
Changed / last seen2026-06-06 / 2026-06-06

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PageWhat it containsOpen
Company jobsActive postings from Bf29a698 96c4 48f0 9986 51fbea66262e 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Mesa.Open
Work model jobsActive Remote postings.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyBf29a698 96c4 48f0 9986 51fbea66262e 19000101 000001
Source73151835-8578-4137-91f2-16e849cb8813
ATS providerADP Workforce Now Recruiting

Description

Product Owner – Custodian Platforms Location: Mesa, AZ or Kansas City – In Office Preferred; Remote Considered Department: Platform / Technology Reports To: Head of Platform Job Overview The Product Owner – Custodian Platforms is responsible for the ownership, optimization, and strategic execution of our core custodial relationships including Fidelity, Schwab, and Pershing. This role serves as the primary point of contact for custodian-related initiatives, ensuring seamless integration, strong operational performance, and alignment with firm-wide objectives. The ideal candidate will partner closely with internal stakeholders and external custodians to drive platform enhancements, improve workflows, and support advisor and client experience. 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 Identifyand 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 Ability to manage multiple projects and prioritize in a fast-paced environment Strong attention to detail and problem-solving skills Key Competencies / Skills Strong communicationand relationship management skills Ability to translate operational needs into system and process improvements Excellent organizational and project management abilities Collaborative mindset across cross-functional teams Experience with CRM, portfolio management, or custodial systems preferred Equal Employment Opportunity Statement We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process.

Full job record

Job IDc0bf1309bba95af974eb7516b299f864b804d63c
Org IDd07658a9-08cd-4843-96ac-8ef4524ab396
Source ID73151835-8578-4137-91f2-16e849cb8813
Board ID73151835-8578-4137-91f2-16e849cb8813
Provideradp_workforcenow
Provider Job Key18803
TitleProduct Owner
Normalized Title—
Statusactive
Activeyes
Location TextMesa, AZ, US, Mesa, AZ; Kansas City, MO, US, Kansas City, MO
Department—
Team—
Employment Typefull_time
Workplace Typeremote
Remote Policyremote
CountryUnited States
RegionAZ
CityMesa
Salary Raw75000.00 To 100000.00 (USD) Annually
Salary Min75,000
Salary Max100,000
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=bf29a698-96c4-48f0-9986-51fbea66262e&ccId=19000101_000001&lang=en_US&type=JS&jobId=18803&jwId=238904436_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=bf29a698-96c4-48f0-9986-51fbea66262e&ccId=19000101_000001&lang=en_US&type=JS&jobId=18803&jwId=238904436_1
First Seen At2026-06-06 13:34:12Z
Last Seen At2026-06-06 13:34:12Z
Last Checked At2026-06-06 13:34:12Z
Last Changed At2026-06-06 13:34:12Z
Inactive At—
Source Posted At2026-06-05 14:53:00Z
Source Updated At—
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=adp_workforcenow/board=bf29a698-96c4-48f0-9986-51fbea66262e|19000101_000001/date=2026-06-06/2026-06-06T13-34-12-235Z-26e0011ee5b834311e49dad55116bd33a95170abdcd1630a1c0b9c905d2f1bf4.json
Event Fields
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Parsed Structured
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Extensions
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    "requisitionDescription": "<div><div style='margin: 0px;padding: 0px;color: rgb(0, 0, 0);font-family: \"Segoe UI\", \"Segoe UI Web\", Arial, Verdana, sans-serif;font-size: 12px;font-style: normal;font-weight: 400;text-align: start;text-indent: 0px;text-transform: none;background-color: rgb(255, 255, 255);' data-pasted=\"true\"><p style=\"margin: 0px 0px 26.6667px;padding: 0px 0px 5.33333px;border-width: 0px 0px 1.33333px;border-style: none none solid;border-color: currentcolor currentcolor rgb(79, 129, 189);font-weight: normal;font-style: normal;vertical-align: baseline;font-kerning: none;background-color: transparent;color: rgb(23, 54, 93);text-align: left;text-indent: 0px;\"><span style=\"margin: 0px;padding: 0px;color: rgb(23, 54, 93);font-size:35px;line-height: 40px;font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;\"><span style=\"margin: 0px;padding: 0px;\">Product Owner &ndash; Custodian Platforms</span></span></p><p style=\"margin: 0px;padding: 0px;font-weight: normal;font-style: normal;vertical-align: baseline;background-color: transparent;color: windowtext;text-align: left;text-indent: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;font-weight: bold;\"><span style=\"margin: 0px;padding: 0px;\">Location: </span></span><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Mesa, AZ or Kansas City &ndash; In Office Preferred; Remote Considered</span></span><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: WordVisiCarriageReturn_MSFontService, Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\">&nbsp;<br style=\"margin: 0px;padding: 0px;\"></span><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;font-weight: bold;\"><span style=\"margin: 0px;padding: 0px;\">Department: </span></span><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Platform / Technology</span></span><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: WordVisiCarriageReturn_MSFontService, Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\">&nbsp;<br style=\"margin: 0px;padding: 0px;\"></span><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;font-weight: bold;\"><span style=\"margin: 0px;padding: 0px;\">Reports To: </span></span><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Head of Platform </span></span></p><p style=\"margin: 0px 0px 13.3333px;padding: 0px;font-weight: normal;font-style: normal;vertical-align: baseline;background-color: transparent;color: windowtext;text-align: left;text-indent: 0px;\"><br></p><p style=\"margin: 32px 0px 0px;padding: 0px;font-weight: bold;font-style: normal;vertical-align: baseline;background-color: transparent;color: rgb(54, 95, 145);text-align: left;text-indent: 0px;\"><span style=\"margin: 0px;padding: 0px;color: rgb(54, 95, 145);font-size:19px;line-height: 25.3px;font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;font-weight: bold;\"><span style=\"margin: 0px;padding: 0px;\">Job Overview</span></span></p><p style=\"margin: 0px 0px 13.3333px;padding: 0px;font-weight: normal;font-style: normal;vertical-align: baseline;background-color: transparent;color: windowtext;text-align: left;text-indent: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">The Product Owner &ndash; Custodian Platforms is responsible for the ownership, optimization, and strategic execution of our core custodial relationships including Fidelity, Schwab, and Pershing. This role serves as the primary point of contact for custodian-related initiatives, ensuring seamless integration, strong operational performance, and alignment with firm-wide objectives. The ideal candidate will partner closely with internal stakeholders and external custodians to drive platform enhancements, improve workflows, and support advisor and client experience.</span></span></p><p style=\"margin: 32px 0px 0px;padding: 0px;font-weight: bold;font-style: normal;vertical-align: baseline;background-color: transparent;color: rgb(54, 95, 145);text-align: left;text-indent: 0px;\"><span style=\"margin: 0px;padding: 0px;color: rgb(54, 95, 145);font-size:19px;line-height: 25.3px;font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;font-weight: bold;\"><span style=\"margin: 0px;padding: 0px;\">Key Responsibilities</span></span></p><ul style=\"list-style-type: disc;\"><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Own day-to-day management and optimization of custodial platform integrations (Fidelity, Schwab, Pershing)</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Act as primary liaison between the firm and custodial partners, managing relationships and escalations</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Identifyand implement process improvements to enhance operational efficiency and advisor experience</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Collaborate with Operations, Technology, and Advisory teams to align custodian workflows with business needs</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Support onboarding and transition of advisors and offices, including account setup, transfers, and data integration</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Ensure data accuracy, reconciliation processes, and compliance with custodial requirements</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Monitor and evaluate custodian platform updates, tools, and capabilities</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Develop documentation, training materials, and best practices for internal users</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Partner with vendors and internal teams on integrations and system enhancements</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Track and manage issues, resolutions, and process improvements related to custodial platforms</span></span></li></ul><p style=\"margin: 32px 0px 0px;padding: 0px;font-weight: bold;font-style: normal;vertical-align: baseline;background-color: transparent;color: rgb(54, 95, 145);text-align: left;text-indent: 0px;\"><span style=\"margin: 0px;padding: 0px;color: rgb(54, 95, 145);font-size:19px;line-height: 25.3px;font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;font-weight: bold;\"><span style=\"margin: 0px;padding: 0px;\">Qualifications</span></span></p><ul style=\"list-style-type: disc;\"><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;border-bottom: 1px solid transparent;\">Bachelor&rsquo;s degree in Business</span><span style=\"margin: 0px;padding: 0px;\">, Finance, Information Systems, or a related field</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">3+ years of experience working with custodial platforms (Fidelity, Schwab, Pershing or similar)</span></span></li><li style=\"margin-left: 0px;\"><span data-contrast=\"auto\" lang=\"EN-US\" class=\"TextRun SCXW168866225 BCX0\" style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span class=\"NormalTextRun SCXW168866225 BCX0\" data-ccp-parastyle=\"List Bullet\" style=\"margin: 0px;padding: 0px;\">Strong understanding of brokerage operations, account management, and advisor workflows</span></span></li></ul></div><div style='margin: 0px;padding: 0px;color: rgb(0, 0, 0);font-family: \"Segoe UI\", \"Segoe UI Web\", Arial, Verdana, sans-serif;font-size: 12px;font-style: normal;font-weight: 400;text-align: start;text-indent: 0px;text-transform: none;background-color: rgb(255, 255, 255);'><ul style=\"list-style-type: disc;\"><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Experience working in financial services or wealth management environments</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Excellent communication and stakeholder management skills</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Ability to manage multiple projects and prioritize in a fast-paced environment</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Strong attention to detail and problem-solving skills</span></span></li></ul><p style=\"margin: 32px 0px 0px;padding: 0px;font-weight: bold;font-style: normal;vertical-align: baseline;background-color: transparent;color: rgb(54, 95, 145);text-align: left;text-indent: 0px;\"><span style=\"margin: 0px;padding: 0px;color: rgb(54, 95, 145);font-size:19px;line-height: 25.3px;font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;font-weight: bold;\"><span style=\"margin: 0px;padding: 0px;\">Key Competencies / Skills</span></span></p><ul style=\"list-style-type: disc;\"><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Strong communicationand relationship management skills</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Ability to translate operational needs into system and process improvements</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Excellent organizational and project management abilities</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Collaborative mindset across cross-functional teams</span></span></li><li style=\"margin-left: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">Experience with CRM, portfolio management, or custodial systems preferred</span></span></li></ul><p style=\"margin: 32px 0px 0px;padding: 0px;font-weight: bold;font-style: normal;vertical-align: baseline;background-color: transparent;color: rgb(54, 95, 145);text-align: left;text-indent: 0px;\"><span style=\"margin: 0px;padding: 0px;color: rgb(54, 95, 145);font-size:19px;line-height: 25.3px;font-family: Calibri, Calibri_EmbeddedFont, Calibri_MSFontService, sans-serif;font-weight: bold;\"><span style=\"margin: 0px;padding: 0px;\">Equal Employment Opportunity Statement</span></span></p><p style=\"margin: 0px 0px 13.3333px;padding: 0px;font-weight: normal;font-style: normal;vertical-align: baseline;background-color: transparent;color: windowtext;text-align: left;text-indent: 0px;\"><span style=\"margin: 0px;padding: 0px;font-size:15px;line-height: 19.55px;font-family: Cambria, Cambria_EmbeddedFont, Cambria_MSFontService, serif;\"><span style=\"margin: 0px;padding: 0px;\">We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process.</span></span></p></div></div>\n",
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  "list_job": {
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    "itemID": "238904436_1",
    "postDate": "2026-06-05T10:53:00.000-04:00",
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    "requisitionTitle": "Product Owner",
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    "postingInstructions": [],
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    "requisitionLocations": [
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        "nameCode": {
          "shortName": " Kansas City, MO, US"
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  "detail_meta": {
    "url": "https://workforcenow.adp.com/mascsr/default/careercenter/public/events/staffing/v1/job-requisitions/18803?cid=bf29a698-96c4-48f0-9986-51fbea66262e&ccId=19000101_000001&lang=en_US&locale=en_US",
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}
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