Product Owner (Wealth Management)

Role: Product Owner - Wealth Management Location: Oaks, PA (Hybrid-3 days onsite in a week) Must have extensive knowledge of Financial Custodial and Wealth Management systems. Job Description: Define, build, and own the roadmap for wealth management platforms, aligning with business objectives and client needs.Translate user needs into detailed user stories and acceptance criteria, maintaining a prioritized product backlog.Partner with advisors, marketing, compliance, and technology teams to de

Required qualificationsExtensive experience with Wealth Management systems.6-8 years of experience as a Product OwnerMust be located 1.5 hours or 60 miles from Oaks, New York City Metropolitan Area or Fort MillNice-to-have qualificationsExperience working with cross-functional teams to deliver financial technology solutions.Strong understanding of Agile methodologies and frameworks such as Scrum or SAFe.Familiarity with regulatory compliance requirements in the financial services industry.Proven

JOB SUMMARY Client is seeking a skilled Product Owner to define, build, and own the roadmap for wealth management platforms. This role will focus on aligning product development with business objectives and client needs, requiring extensive knowledge of Financial Custodial and Wealth Management systems. The Product Owner will translate user needs into detailed user stories, manage the product backlog, and collaborate with various teams to deliver high-quality, secure products. A strong understan

Job Summary: We are seeking a Product Owner with strong expertise in data visualization and analytical dashboards for financial systems. This role is responsible for defining and driving the product roadmap for wealth management platforms, ensuring alignment with business objectives and user needs. The ideal candidate will collaborate with cross-functional teams to deliver high-quality, data-driven solutions that enhance client-facing digital experiences. Key Responsibilities: Define, build, and