Product Owner - Wealth Management (hybrid)
About The Position
We are currently seeking a Product Owner - Wealth Management (hybrid) to join our team in Oaks, Pennsylvania (US-PA), United States (US). We are currently seeking a Product Owner – Wealth Management to join our team in Oaks, PA (hybrid). Define, build, and own the roadmap for wealth management platforms, aligning with business objectives and client needs. Translate user needs into detailed user stories and acceptance criteria, maintaining a prioritized product backlog. Partner with advisors, marketing, compliance, and technology teams to deliver high-quality, secure products. Participate Scrum ceremonies (sprint planning, stand-ups, retro) and guide the team in producing high-value, scalable solutions. Use data, research, and design thinking to enhance client-facing digital platforms.
Requirements
- 5+ years of experience as a Product Owner or in a similar role.
- 5+ years of experience in Wealth Management, Advisor, Financial Custodial.
Responsibilities
- Define, build, and own the roadmap for wealth management platforms, aligning with business objectives and client needs.
- Translate user needs into detailed user stories and acceptance criteria, maintaining a prioritized product backlog.
- Partner with advisors, marketing, compliance, and technology teams to deliver high-quality, secure products.
- Participate Scrum ceremonies (sprint planning, stand-ups, retro) and guide the team in producing high-value, scalable solutions.
- Use data, research, and design thinking to enhance client-facing digital platforms.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
