Product Owner - Insurance Advisor Platform
Unison Group
Posted: March 17, 2026
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Quick Summary
We are seeking a product owner with experience in insurance advisor platforms or digital insurance ecosystems. The ideal candidate will play a key role in managing consumer-facing platforms and driving digital initiatives across business units including Investment, Marketing, and Operations.
Required Skills
Job Description
Role Overview
We are seeking a dynamic Product Owner with experience in insurance advisor platforms or digital insurance ecosystems. The ideal candidate will play a key role in managing consumer-facing platforms and driving digital initiatives across business units including Investment, Marketing, and Operations. This role requires a balance of strategic thinking and hands-on product execution in a fast-paced environment.
Key Responsibilities
• Define and drive product vision, strategy, and roadmap aligned with business goals
• Own and manage the product backlog, ensuring prioritization based on business value and customer impact
• Collaborate with cross-functional teams (Engineering, Marketing, Operations, Business stakeholders) to translate requirements into scalable product solutions
• Manage enhancements and changes in insurance advisor / consumer platforms
• Analyze business processes and identify opportunities for digital optimization and automation
• Create user stories, define acceptance criteria, and support end-to-end delivery lifecycle
• Review test plans, participate in UAT, and ensure quality product releases
• Monitor project progress and ensure timely delivery of key initiatives
• Engage and present updates, roadmaps, and outcomes to senior stakeholders
• Ensure compliance with regulatory and governance standards within the financial services domain
• Manage third-party vendors and technology partners across product delivery cycles
Required Experience & Skills
• 5+ years of experience in Financial Services, preferably in Insurance or Investment domains
• Hands-on experience working on insurance advisor platforms, wealth platforms, or digital advisory tools
• Strong understanding of investment products, advisory journeys, and digital enablement
• Proven experience delivering complex digital products or platforms at scale
• Expertise in stakeholder management, including senior/executive-level interactions
• Experience working with external vendors and managing end-to-end delivery
• Strong analytical, problem-solving, and decision-making capabilities
• Ability to thrive in a fast-paced, agile environment with multiple priorities
• Detail-oriented with a strong sense of ownership and accountability
Tools & Methodologies
• Agile/Scrum methodology (certification preferred)
• Experience with tools such as JIRA, Confluence, Figma
• Familiarity with digital product lifecycle and UX/UI collaboration