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
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