Product Owner

Job Description:
• 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.

Basic Qualifications: (what are the skills required to this job with minimum years of experience on each)
• Experience: 5+ years of experience as a Product Owner or in a similar role.
• Domain Knowledge: 5+ years of experience in Wealth Management
• Technical Knowledge: 5+ years of experience with Analytical Dashboard/ Reporting for Financial systems using tools like (but not limited to) Power BI with knowledge of SQL
• Agile Expertise: Proficiency in Scrum methodology and tools like JIRA.
• Education: Bachelor’s degree in Business, Finance, or Technology.