Product Owner - Wealth Management

Position Overview

Incedo is a US-based consulting, data science, and technology services firm with over 4,000 professionals across the US, Mexico, and India. We help clients achieve competitive advantage through end-to-end digital transformation, combining deep engineering, data science, and design capabilities with strong domain expertise. Our teams deliver measurable business impact across telecom, banking, wealth management, product engineering, and life sciences & healthcare.

Key Responsibilities

• Own and manage the product backlog, ensuring alignment with business goals
• Define and prioritize features, user stories, and acceptance criteria
• Serve as the final authority on priorities and business value within Agile teams
• Participate in Agile ceremonies (sprint planning, reviews, retrospectives)
• Act as the voice of the business, advisor, and client
• Partner with stakeholders across technology, operations, compliance, and business teams
• Communicate product vision and roadmap clearly at sprint and release levels
• Drive data-informed decisions and business case development
• Improve trading functionality, order management, and trade routing workflows
• Support advisor-facing investment tools and portfolio management capabilities
• Work with vendor-integrated platforms and financial systems
• Ensure solutions align with the full lifecycle of trading and wealth management
• Define KPIs and track product performance, client satisfaction, and efficiency
• Ensure solutions meet regulatory and compliance requirements
• Continuously evaluate industry trends and fintech innovations

Experience Required

• 5+ years in product management, consulting, or fintech
• Strong experience in Agile / Scrum environments
• Experience as a Product Owner or Product Manager
• Experience with trading platforms / order management systems (OMS), Wealth Management or Wealth Advisory platforms
• Experience with financial products (equities, mutual funds, etc.)
• Understanding of advisor workflows and client lifecycle

Skills

• Strong analytical and problem-solving ability
• Excellent communication and stakeholder management
• Ability to translate business needs into technical requirements
• Experience influencing senior leadership decisions

Preferred

• Certified Scrum Product Owner (CSPO) or similar
• Experience with vendor integrations and financial technology ecosystems
• Exposure to model management, portfolio tools, or advisory platforms