Senior Product Owner - Wealth Management

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

Required Qualifications

• Experience in product management, consulting, or fintech
• Experience as a Product Owner or Product Manager
• Strong experience in Agile / Scrum environments
• 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
• Strong analytical and problem-solving ability
• Excellent communication and stakeholder management skills
• Ability to translate business needs into technical requirements
• Experience influencing senior leadership decisions