W2-Hybrid-King of Prussia, PA :: Product Owner / Manager With Wealth Management Domain Exp. || Desired 8-10 Years of exp.

Product Owner / Manager With Wealth Management Domain Exp.

6+ Months

King of Prussia, PA (Hybrid, 3 days a Week)

Desired 8-10 Years of exp.

Overview:
We invite a seasoned professional with a deep understanding and a proven track record in wealth management to join our team as a Wealth Management Product Leader. This individual will champion the creation and improvement of sophisticated digital offerings designed to cater to the complex needs of affluent clientele, wealth advisors, and operational facets of wealth management.

Qualifications:
- A minimum of five years in a product leadership position, with a focus on financial services or technology-driven financial solutions
- At least two years of concentrated experience in the wealth management sector, including but not limited to, electronic wealth advisory systems, high-end private banking instruments, and portfolio management technologies
- Expert knowledge of the financial industry's regulatory frameworks (including SEC, FINRA, MiFID II) along with proficiency in compliance with customer due diligence and anti-money laundering protocols
- Proficiency in Agile/Scrum methodologies, accompanied by hands-on usage of management and collaboration platforms like Jira, Confluence, or Azure DevOps
- Acquaintance with customer relationship management systems specifically designed for wealth management (like Salesforce Financial Services Cloud), alongside practical experience with tools for portfolio analysis and incorporating financial market data within systems