Product Owner

Required Qualifications:
·        Strong experience in wealth management domain, specifically financial planning (retirement, investments, annuities, goal-based planning)
·        Hands-on experience with planning tools like eMoney Advisor or MoneyGuidePro
·        Experience integrating planning tools with CRM platforms (Salesforce FSC / Dynamics) and wealth platforms like Fidelity Wealthscape 
·        Ability to define advisor & client journeys (prospecting $B"*(B planning $B"*(B recommendation $B"*(B review) and translate into user stories / backlog
·        Strong stakeholder management across business, advisors, and technology teams, with experience in Agile delivery (PO/BA role)
·        Exposure to AI-driven planning / automation / advisor tools is a plus