Product Owner Data Products (Wealth Management) | Full Time Only | Fort Mill, SC (Hybrid)

Overview

Hybrid
Depends on Experience
Full Time

Skills

Wealth Management
Product Ownership & Agile Delivery
Data Product
Stakeholder Management
Regulatory & Data Governance

Job Details

Title: Product Owner Data Products (Wealth Management)
Location: Fort Mill, SC (Hybrid)
Employment Type: Full-Time

Job Description:

We are actively seeking a Product Owner Data Products with a strong background in Wealth Management and data-driven product delivery to join our team in Fort Mill, SC (Hybrid).

In this role, you will serve as the strategic bridge between business stakeholders, data engineers, and technology teams to design and deliver innovative data products that enhance client experiences, investment insights, advisor performance, and compliance effectiveness.

Key Responsibilities:

< data-start="818" data-end="855"> Product Ownership & Strategy:</>

  • Own and define the product vision and roadmap for Wealth Management Data Products (e.g., Client 360, Investment Analytics, Advisor Dashboards, Planning Tools).

  • Translate business needs into clear and actionable user stories with well-defined acceptance criteria.

  • Prioritize product backlogs aligning with business objectives and regulatory compliance.

  • Collaborate closely with Wealth Management advisors, UX teams, compliance, and technology partners.

< data-start="1317" data-end="1347"> Data Product Delivery:</>

  • Work with data architects and engineers to build scalable, secure, and reliable data solutions.

  • Define data contracts, lineage, and data quality expectations tailored to Wealth Management needs.

  • Ensure adherence to KYC, AML, fiduciary, and other regulatory frameworks.

  • Analyze usage patterns and product metrics to refine and optimize features.

< data-start="1702" data-end="1733"> Stakeholder Engagement:</>

  • Be the voice of the customer representing internal advisors, clients, and compliance teams.

  • Conduct demos, product reviews, and communicate progress transparently to stakeholders.

  • Effectively manage risks, expectations, and product delivery dependencies.

< data-start="1998" data-end="2034"> Agile & Delivery Management:</>

  • Lead sprint planning, retrospectives, and review sessions.

  • Partner with Scrum Masters and Agile Coaches to drive delivery efficiency.

  • Support product rollout and organizational change management initiatives.

Qualifications:

< data-start="2280" data-end="2297"> Must-Have:</>

  • 10+ years of experience as a Product Owner or Product Manager.

  • Minimum 3 5 years of experience in Wealth Management domain.

  • Strong domain knowledge in portfolio management, client onboarding, investment advisory, and reporting.

  • Proven experience building or enhancing data-driven products (data lakes, marts, analytics dashboards).

  • Hands-on experience working in Agile/Scrum/SAFe environments.

< data-start="2711" data-end="2728"> Preferred:</>

  • Familiarity with cloud data platforms such as Snowflake, Azure, or AWS.

  • Understanding of data governance, security, and regulatory compliance (e.g., SEC, FINRA, GDPR).

  • Working knowledge of SQL, APIs, or data modeling is a plus.

Education:

  • Bachelor s degree in Business, Finance, Computer Science, or a related field is required.

  • MBA or advanced degree preferred.

Apply now if you're a visionary Product Owner who thrives at the intersection of data, finance, and technology, and you're ready to build impactful data products that shape the future of Wealth Management.

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