Position: Product Owner Financial Systems (Advisor Billing Focus)
Location: Charlotte NC / Fort Mills, SC
Overview
We are seeking a strategic and results-driven Product Owner with deep experience in the financial services domain. This role focuses on modernizing enterprise-grade advisor billing systems and data platforms. The ideal candidate will bring a blend of product management expertise, data fluency, and strong stakeholder engagement skills including regular interaction with EVP/SVP-level leadership. Experience with advisor fee billing is a plus, but a finance background is required.
Key Responsibilities
- Operate as a hands-on Product Owner with the ability to work independently no Business Analyst support provided.
- Translate complex financial business logic into clear, data-driven requirements and documentation.
- Create data mapping artifacts, process flows, and system diagrams using tools like Lucidchart, Miro, or Visio.
- Collaborate directly with stakeholders including finance, operations, and engineering to align on data functionality and system behavior.
- Lead Agile ceremonies including sprint planning, backlog grooming, reviews, and retrospectives using JIRA.
- Drive large-scale data platform and billing system migrations, working with multiple cross-functional teams.
- Understand, query, and work closely with database structures, applying data analytics where needed to interpret business rules.
- Ensure product documentation is comprehensive and implementation-ready for technical teams.
Qualifications
- 10+ years of experience in financial services or fintech in a Product Owner or equivalent role.
- Demonstrated ability to collaborate with EVP/SVP-level stakeholders and manage executive alignment.
- Strong technical foundation must be comfortable working with databases, data flows, and structured queries.
- Experience with data mapping, analytics, and reconciliation.
- Proficiency in JIRA and strong familiarity with Agile software development practices.
- Experience using Lucidchart, Miro, Visio, or similar tools for diagramming and workflow documentation.
- Exceptional written and verbal communication skills.
- Experience in advisor fee billing is a plus; finance domain experience is required.
Alchemy: Transforming Your Professional Vision into Reality
Since our inception in 2013, Alchemy has been dedicated to reshaping organizational performance through innovative IT services. With a vision to empower businesses seeking a transformative edge, we ve positioned ourselves at the forefront of digitization and software modernization.
Our name reflects our mission: to transmute technology into gold-standard solutions for our esteemed clients. We proudly serve a diverse range of sectors, including IT and ITES, BFSI, Telecom and Media, Automotive, Manufacturing, Energy, Oil and Gas, Real Estate, Retail, Healthcare, and more.
With a global footprint spanning the USA, India, Europe, Canada, Singapore, Japan, and parts of Central and West Africa, we harness a unique blend of competencies, frameworks, and cutting-edge technologies. Together, we drive growth and innovation across industries, helping organizations turn their visions into reality.
Alchemy Connecting Talent with Opportunities (Diversity, Equity and Inclusion)
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