Product Owner – Custodial Wealth Management

Remote • Posted 5 hours ago • Updated 5 hours ago
Contract Corp To Corp
Contract W2
12 Months
No Travel Required
Remote
Depends on Experience
Fitment

Dice Job Match Score™

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Job Details

Skills

  • MBA
  • Finance
  • Financial Services
  • Microsoft Azure
  • JIRA
  • Onboarding
  • Reporting
  • Portfolio Management
  • Regulatory Compliance
  • KPI
  • Management
  • Microservices
  • Data Mapping
  • Data Warehouse
  • DevOps
  • Data Analysis
  • Data Flow
  • Data Integration
  • Analytics
  • BFSI
  • Trading
  • Scrum
  • Sprint
  • Wealth Management
  • Stakeholder Management
  • User Stories
  • Control Flow Analysis
  • Roadmaps
  • SAFE

Summary

Product Owner – Custodial Wealth Management
Location: Oaks, PA – Remote (F2F Interview)
Remote: Strong remote candidates may be considered
Experience: 8–15 Years
Domain: BFSI / Wealth Management
 
 
Must-Have
  • Custodial Wealth Management experience – mandatory
  • Data experience – mandatory
  • Experience with at least one custodial platform: LPL, Fidelity, ORION, or Schwab
  • Must be comfortable attending an in-person 2nd-round client interview at the client/Coforge office
  • 1st-round interview will be conducted via video
Key Responsibilities
  • Define product vision, roadmap, priorities, and manage the product backlog.
  • Create user stories, acceptance criteria, and business requirements.
  • Lead sprint planning, backlog grooming, reviews, and retrospectives.
  • Partner with business, advisors, operations, architects, and development teams.
  • Understand custodial platforms, data domains, and end-to-end data flows.
  • Define and validate source-to-target data mappings and transformations.
  • Map custodial extracts to target data warehouse/data models.
  • Support Wealth Management functions including Portfolio Management, Investment Advisory, Client Onboarding, Trading, Performance Reporting, Client Reporting, Retirement Planning, and Asset Allocation.
  • Gather requirements from Financial Advisors, Relationship Managers, Operations, and business stakeholders.
  • Define KPIs and work with analytics/reporting teams to measure outcomes.
  • Ensure compliance with regulatory and governance requirements.
Required Skills
  • 8+ years BFSI experience
  • 3+ years Product Owner/Product Manager experience
  • Strong Wealth Management / Custodial Management experience
  • Hands-on/domain experience with LPL, Fidelity, ORION, or Schwab
  • Strong Data / Data Mapping / Data Integration experience
  • Agile/Scrum, backlog management, user stories, roadmap and release planning
  • Strong stakeholder management and communication
  • API/Microservices and data analytics knowledge
  • Experience with Jira, Azure DevOps, or similar tools
Preferred
  • CSPO / SAFe POPM / CFA / CFP
  • Salesforce Financial Services Cloud
  • Charles River, Aladdin, Pershing, Fidelity Wealthscape, or Envestnet
  • AWS/Azure experience
  • Bachelor's degree; MBA preferred
 
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 91008924
  • Position Id: 9103316
  • Posted 5 hours ago
Contact the job poster
LC

Leena Chakka

Recruiter @ INGENworks
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