Product Owner

Product Owner (Financial Planning Platforms):Hybrid in Fort Worth, TX - 3 days onsite Optomi, in partnership with a leading financial services organization, is seeking a Product Owner to support a major financial planning platform transformation. This role will focus on transitioning to MoneyGuide and integrating financial planning outputs into CRM systems and client-facing platforms. It's a strong blend of Product Ownership and Business Analysis, ideal for someone who understands financial planning tools and enjoys working cross-functionally to bring products to life.What the Right Candidate Will Enjoy:High-impact role supporting a major platform transformationOpportunity to influence advisor and client-facing experiencesCollaborative environment across Product, UX, and EngineeringWorking with industry-leading financial planning toolsWhat the Right Candidate Will Have:Experience with financial planning tools (eMoney, MoneyGuide, RightCapital, or similarStrong business analysis skills (requirements gathering, process mappingUnderstanding of financial planning workflows and advisor toolsExperience working with Product, UX, and Engineering teamsAbility to operate independently and think through complex workflowsNice to Have:Salesforce / CRM exposureExperience with goal-based financial planningWhat They Will Be Doing:Translate financial planning workflows into product requirements and functional specsSupport transition to MoneyGuide and identify gaps in current vs. future stateCollaborate with Product Managers, UX, and Engineering on feature developmentMap and optimize processes across financial planning tools and systemsSupport integration of planning outputs into CRM (Salesforce) and client portalsWhat the Team is Looking For (Important):Someone who can bridge business and product, not just manage a backlogStrong problem-solving and process-mapping mindsetAbility to influence and collaborate, not just execute tasks

Created: 2026-05-08