Product Owner, Asset Management

Luma Financial Technologies•Cincinnati, OH

23h•Hybrid

About The Position

Luma Financial Technologies is expanding into asset management and is seeking a Product Owner to help lead that expansion. This role owns product delivery for ETF, Actively Managed Certificate (AMC), Separately Managed Account (SMA) and other related product types that will be supported across Luma's Lifecycle Manager and Product Marketplace, and for the data connectivity that underpins them — integrations with ETF ecosystem partners, such as DTCC, custodians, transfer agents, index providers, sub advisors and other market participants. The role requires strong organizational discipline, the ability to quickly reprioritize as situations evolve, and the judgment to balance near-term execution with longer-term platform objectives. The ideal candidate brings 7+ years of experience with ETF, AMC, SMA or other similar products and understands the workflows of Asset Managers, ETF Providers, Custodians, DTCC, and other market participants. A background working at an Asset Management Company that creates and manages ETFs (e.g., Invesco, BlackRock, or similar) is strongly preferred, alongside experience at a fintech platform, custodian, or similar capital-markets institution.

Requirements

7+ years of experience with ETF, AMC, SMA or similarly related products, or related asset management domains.
Experience at a fintech platform, Asset Management Company (e.g., Invesco, BlackRock, or similar firm that creates and manages ETFs), custodian, or similar institution.
Demonstrated ability to manage multiple simultaneous initiatives while maintaining strong execution discipline.
Strong agility and adaptability with the ability to reprioritize quickly as situations evolve.
Skilled in AI-DLC execution, with a proven track record of delivering complex software capabilities using modern, AI-enabled delivery methods.
Proven ability to use AI tools to rapidly deliver prototypes ang requirements test scenarios.
Excellent communication, organization, and cross-functional leadership skills.
The ability to direct client and partner engagements with little oversight.
Experience with Jira, Figma, Anthropic, OpenAI, and openness to adopting new AI-enabled productivity tools.
Prior client or partner facing experience is a key requirement.
Data knowledge for these products is a requirement for this role.
The ability to use AI driven tools such as Claude Code, Cowork and Draw to quickly create prototypes that can be used as the basis for demonstrations, requirements refinement and test considerations is a key requirement for this role.

Nice To Haves

A background working at an Asset Management Company that creates and manages ETFs (e.g., Invesco, BlackRock, or similar) is strongly preferred, alongside experience at a fintech platform, custodian, or similar capital-markets institution.
Experience working with ETF providers, custodians, DTCC, or other related market participants.
Understanding of ETF, AMC, SMA or similarly related products lifecycle processes, data connectivity, and compliance considerations.
Background working in modular or multi-team product environments, such as Lifecycle Manager and Product Marketplace.
Familiarity with data analytics and reporting tools.

Responsibilities

Own end-to-end execution of Luma's AI-DLC (AI-Driven Development Lifecycle) across discovery, design, development, QA, release, and post-launch evaluation for asset management capabilities.
Apply Luma's AI-DLC process as the standard delivery methodology which is followed by all Luma Product Owners, using it to accelerate discovery, requirements drafting, and delivery.
Translate complex asset management workflows into clear, detailed requirements, user stories, and acceptance criteria.
Manage multiple high-priority initiatives at once across Lifecycle Manager and Product Marketplace, ensuring each remains on track through structured planning and active communication.
Demonstrate strong flexibility and real-time reprioritization as new information, constraints, or business needs emerge.
Collaborate closely with Engineering to guide sprint planning, backlog refinement, and milestone management.
This is an external facing role that will require the Product Owner to manage client and partner relationships during the requirements, design, test and launch phases. Prior client or partner facing experience is a key requirement.
Act as the central liaison between business teams and engineering, ensuring alignment of priorities and clarity of requirements.
Partner with Sales, Trading, Operations, Asset Managers, ETF Providers, Custodians, Legal/Compliance, and Client Success to refine workflows and validate solutions.
Communicate evolving priorities clearly and adjust plans as market conditions or stakeholder needs shift.
Provide consistent updates on progress, risks, dependencies, and changes in scope.
Use Luma's AI-DLC process together with AI design tools, Jira's AI-enabled backlog and ticket-generation features, and other emerging technologies to accelerate discovery, documentation, and execution.
Employ AI to generate wireframes, user flows, test cases, release notes, and dependency analysis.
Identify additional tools that improve efficiency, reduce manual steps, and support scalable product operations.
Apply deep subject-matter expertise to ensure Lifecycle Manager and Product Marketplace mirror real-world ETF, AMC, SMA and other related product workflows and market practices.
Understand the lifecycle of ETF, AMC, SMA and other related products from creation and issuance through lifecycle events such as rebalancing, secondary-market considerations, etc.
Own the roadmap for data connectivity with ETF providers, DTCC, custodians, and other market participants, ensuring accurate and timely data flow into the platform. Data knowledge for these products is a requirement for this role.
Represent the workflow perspectives of asset managers, ETF providers, custodians, distributors, and operations teams.
Partner with UX/design teams to ensure Lifecycle Manager and Product Marketplace features support clean, intuitive, and compliant workflows.
The ability to use AI driven tools such as Claude Code, Cowork and Draw to quickly create prototypes that can be used as the basis for demonstrations, requirements refinement and test considerations is a key requirement for this role.
Conduct UAT, support QA feedback loops, and validate feature readiness for deployment.
Improve dashboarding, reporting, and workflow efficiencies across asset manager and provider interfaces.
Collaborate with Client Success to prioritize and resolve support issues with clear SLAs.
Develop product documentation, process materials, and release communications.
Ensure that new releases are smoothly adopted through clear training and stakeholder enablement.
Work across product lines to ensure unified standards, shared components, and scalable system design.
Identify upstream and downstream dependencies — particularly across data connectivity with ETF market participants such as DTCC, custodians, etc — proactively communicating their impact to teams and stakeholders.