Product Owner - Wealth Management (BFSI)

Job Title: Product Owner - Wealth Management (BFSI) (Custodial Wealth Management )

Location: Oaks, PA (Hybrid – 4 days a week)

Experience: 8-15 Years

Key Responsibilities

Product Ownership & Agile Delivery

•             Define and communicate product vision, strategy, and roadmap.

•             Own and manage the product backlog, ensuring alignment with business priorities.

•             Create detailed user stories, acceptance criteria, and business requirements.

•             Prioritize features and enhancements based on business value, customer needs, and regulatory requirements.

•             Participate in Sprint Planning, Backlog Grooming, Reviews, and Retrospectives.

•             Collaborate closely with Scrum Masters, Business Analysts, Architects, and Development teams.

•             Act as the primary decision-maker for product-related priorities and requirements.

•             Develop a strong understanding of custodial platforms, data domains, and business processes to support product and integration initiatives.

•             Define and validate source-to-target data mappings and transformation requirements for enterprise data warehouse and reporting solutions.

•             Partner with business, architecture, and engineering teams to ensure custodial data extracts are accurately mapped and transformed into target data models.

Education

•             Bachelor's degree in Finance, Business, Computer Science, Information Systems, or related field.

Required Skills:

·         8+ years of experience in the BFSI domain.

·         3+ years as a Product Owner/Product Manager.

·         Strong understanding in Wealth Management, Private Banking, Investment & Portfolio Management, Brokerage Operations, Financial Advisory, Retirement Products, Managed Accounts, and Client Lifecycle Management.

·         Experience with Mutual Funds, ETFs, Equities, and Fixed Income products.

·         Hands-on experience in Agile/Scrum, product backlog management, user story creation, roadmap planning, release management, and prioritization.

·         Good understanding of Digital Wealth Platforms, Salesforce CRM, APIs, Microservices, AWS/Azure cloud platforms, data analytics, reporting, and integration technologies.

Preferred Qualifications

•             Certified Scrum Product Owner (CSPO)

•             SAFe Product Owner/Product Manager (POPM)

•             CFA, CFP, or Wealth Management certifications preferred

•             Experience with platforms such as: Charles River, Aladdin, Pershing, Fidelity Wealthscape, Envestnet, Salesforce Financial Services Cloud