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 understanding of Agile methodologies and financial compliance is essential. This is a hybrid role based in Oaks, PA, requiring 3 days onsite per week. Key Responsibilities 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 deliver high-quality, secure products. Participate in Scrum ceremonies (sprint planning, stand-ups, retro) and guide the team in producing high-value, scalable solutions. Use data, research, and design thinking to enhance client-facing digital platforms. Required Qualifications Experience: 5+ years of experience as a Product Owner or in a similar role. Domain Knowledge: 5+ years of experience in Wealth Management, Advisor, Financial Custodial. Agile Expertise: Proficiency in Scrum methodology and tools like JIRA. Education: Bachelors degree in Business, Finance, or Technology. Regulatory Knowledge: Understanding of financial compliance, risk management, and security standards. Education: Bachelors Degree
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: compun
- Position Id: BHADC5783965
- Posted 6 hours ago
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