We are seeking an experienced Product Owner with strong Wealth Management domain expertise to drive the vision, strategy, and delivery of digital products and platforms supporting Wealth Management ...
We are seeking an experienced Product Owner with strong Wealth Management domain expertise to drive the vision, strategy, and delivery of digital products and platforms supporting Wealth Management ...
NY · On-site
$79K - $130K/yr
## Product Owner - Wealth ManagementApplyremote type: Hybrid - In office 3 days per weeklocations: Bethlehem: New York: Holmdeltime type: Full timeposted on: Posted Yesterdayjob requisition id:
NY · On-site
$79K - $130K/yr
## Product Owner - Wealth ManagementApplyremote type: Hybrid - In office 3 days per weeklocations: Bethlehem: New York: Holmdeltime type: Full timeposted on: Posted Yesterdayjob requisition id:
Product Owner Wealth Management
Oaks, PA · On-site
$70/hr
Product Owner Wealth Management Client: SEI Location: Oaks, PA Rate: $70/hr Visa : USC Duration: Contract Experience: 10+ Years Job Summary: We are seeking an experienced Product Owner with strong ...
Product Owner Wealth Management
Oaks, PA · On-site
$70/hr
Product Owner Wealth Management Client: SEI Location: Oaks, PA Rate: $70/hr Visa : USC Duration: Contract Experience: 10+ Years Job Summary: We are seeking an experienced Product Owner with strong ...
Product Owner - Wealth Management
Bethlehem, PA · On-site
$79K - $130K/yr
As a Product Owner, Wealth Management you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals.
Product Owner - Wealth Management
Bethlehem, PA · On-site
$79K - $130K/yr
As a Product Owner, Wealth Management you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals.
Product Owner - Wealth Management
$79K - $130K/yr
As a Product Owner, Wealth Management you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals.
Product Owner - Wealth Management
$79K - $130K/yr
As a Product Owner, Wealth Management you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals.
Product Owner - Wealth Management
$79K - $130K/yr
As a Product Owner, Wealth Management you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals.
Product Owner - Wealth Management
$79K - $130K/yr
As a Product Owner, Wealth Management you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals.
Role: Product Owner with Wealth Management experience Location: Oaks, PA Key Skills: Wealth Management, Finance Domain, Product Management Experience: 10+ years Mode of Hire: Full Time Skills ...
Role: Product Owner with Wealth Management experience Location: Oaks, PA Key Skills: Wealth Management, Finance Domain, Product Management Experience: 10+ years Mode of Hire: Full Time Skills ...
About the role As a Product Owner in Wealth Management, you will make an impact by delivering large programs and leveraging your expertise across Wealth Management, Trading, and Advisory. You will be ...
About the role As a Product Owner in Wealth Management, you will make an impact by delivering large programs and leveraging your expertise across Wealth Management, Trading, and Advisory. You will be ...
About the role As a Product Owner in Wealth Management, you will make an impact by delivering large programs and leveraging your expertise across Wealth Management, Trading, and Advisory. You will be ...
About the role As a Product Owner in Wealth Management, you will make an impact by delivering large programs and leveraging your expertise across Wealth Management, Trading, and Advisory. You will be ...
NY · On-site
$79K - $130K/yr
... Product Owner. * Develop and manage the product backlog, ensuring it aligns with the overall ... Experience working in or supporting the wealth management industry. * Proven ability to develop and ...
NY · On-site
$79K - $130K/yr
... Product Owner. * Develop and manage the product backlog, ensuring it aligns with the overall ... Experience working in or supporting the wealth management industry. * Proven ability to develop and ...
Data Product Owner - Reference Data, Security Master & Market Data (Wealth Management) Role Summary We are seeking a highly independent Techno Functional Data Product Owner to lead Reference Data ...
Data Product Owner - Reference Data, Security Master & Market Data (Wealth Management) Role Summary We are seeking a highly independent Techno Functional Data Product Owner to lead Reference Data ...
NY · On-site
$99K - $162K/yr
## Senior Product Owner, Wealth ManagementApplyremote type: Hybrid - In office 3 days per weeklocations: Bethlehem: New York: Holmdeltime type: Full timeposted on: Posted Todayjob requisition id:
NY · On-site
$99K - $162K/yr
## Senior Product Owner, Wealth ManagementApplyremote type: Hybrid - In office 3 days per weeklocations: Bethlehem: New York: Holmdeltime type: Full timeposted on: Posted Todayjob requisition id:
Required Qualifications * 7+ years as a Product Owner or Product Manager in wealth management, capital markets or institutional trading. * Strong understanding of advisor workflows, client lifecycle ...
Required Qualifications * 7+ years as a Product Owner or Product Manager in wealth management, capital markets or institutional trading. * Strong understanding of advisor workflows, client lifecycle ...
Product Owner
Minneapolis, MN · Hybrid
$70 - $100/hr
Someone who has spent time in a brokerage or wealth management environment and has helped implement ... Required Qualifications 5+ years of Product Owner, Product Manager, or closely related experience ...
Product Owner
Minneapolis, MN · Hybrid
$70 - $100/hr
Someone who has spent time in a brokerage or wealth management environment and has helped implement ... Required Qualifications 5+ years of Product Owner, Product Manager, or closely related experience ...
Product Owner
Oaks, PA · On-site
The SEI Wealth Platform is seeking to hire a Product Owner. As a Product Owner, you will primarily focus on executing on the product roadmap. To be successful you will be the subject matter expert ...
Product Owner
Oaks, PA · On-site
The SEI Wealth Platform is seeking to hire a Product Owner. As a Product Owner, you will primarily focus on executing on the product roadmap. To be successful you will be the subject matter expert ...
Senior Product Owner, Wealth Management
$99K - $162K/yr
As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more ...
Senior Product Owner, Wealth Management
$99K - $162K/yr
As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more ...
Senior Product Owner, Wealth Management
Holmdel, NJ · On-site
$99K - $162K/yr
As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more ...
Senior Product Owner, Wealth Management
Holmdel, NJ · On-site
$99K - $162K/yr
As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more ...
Senior Product Owner, Wealth Management
Holmdel, NJ · On-site
$99K - $162K/yr
As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more ...
Senior Product Owner, Wealth Management
Holmdel, NJ · On-site
$99K - $162K/yr
As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more ...
NY · On-site
$99K - $162K/yr
Job Overview As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable ...
NY · On-site
$99K - $162K/yr
Job Overview As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable ...
Senior Product Owner, Wealth Management
Bethlehem, PA · On-site
$99K - $162K/yr
As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more ...
Senior Product Owner, Wealth Management
Bethlehem, PA · On-site
$99K - $162K/yr
As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more ...
Wealth Product Owner information
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$94.3K is the 25th percentile. Wages below this are outliers.
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Product Owner - Wealth Management
Oaks, PA • On-site
Other
Posted 27 days ago
Coforge rating
6.8
Based on 9 frontline employees who took The Breakroom Quiz
Job description
We are seeking an experienced Product Owner with strong Wealth Management domain expertise to drive the vision, strategy, and delivery of digital products and platforms supporting Wealth Management business functions. The ideal candidate will act as a bridge between business stakeholders, advisors, operations teams, and technology teams to deliver innovative solutions that enhance client experience, operational efficiency, regulatory compliance, and business growth.
The Product Owner will be responsible for managing the product backlog, defining product roadmaps, prioritizing features, and ensuring successful execution using Agile methodologies.
ResponsibilitiesProduct Ownership & Agile Delivery
- Define and communicate product vision, strategy, and roadmap.
- Own and manage the product backlog, ensuring alignment with business priorities.
- Create detailed user stories, acceptance criteria, and business requirements.
- Prioritize features and enhancements based on business value, customer needs, and regulatory requirements.
- Participate in Sprint Planning, Backlog Grooming, Reviews, and Retrospectives.
- Collaborate closely with Scrum Masters, Business Analysts, Architects, and Development teams.
- Act as the primary decision-maker for product-related priorities and requirements.
Wealth Management Domain Responsibilities
- Drive solutions across Wealth Management functions including:
- Portfolio Management
- Investment Advisory
- Financial Planning
- Client Onboarding
- Trading & Order Management
- Performance Reporting
- Client Reporting & Statements
- Retirement Planning
- Alternative Investments
- Asset Allocation & Rebalancing
- Gather requirements from Financial Advisors, Relationship Managers, Operations Teams, and Business Stakeholders.
- Ensure products align with industry regulations and compliance standards.
Stakeholder Management
- Collaborate with business leaders to identify opportunities for innovation and process improvement.
- Manage stakeholder expectations and communicate product progress effectively.
- Facilitate workshops, requirement sessions, and product demonstrations.
Data & Analytics
- Define KPIs and success metrics for product performance.
- Utilize client, advisor, and operational data to drive product decisions.
- Work with reporting and analytics teams to measure business outcomes.
- 8+ years of experience in Banking and financial domain.
- 3+ years of experience as Product Owner/Product Manager.
- Strong experience in Wealth Management platforms and processes.
Strong understanding of:
- Wealth Management
- Investment Management
- Brokerage Operations
- Retirement Products
- Managed Accounts
- Mutual Funds, ETFs, Equities, Fixed Income Products
- Client Lifecycle Management
- User story creation
- Roadmap planning
- Release management
Good understanding of:
- Digital Wealth Platforms
- API and Microservices architecture
- Data analytics and reporting
- Integration technologies
- CFA, CFP, or Wealth Management certifications preferred
- Experience with platforms such as:
- Charles River
- Aladdin
- Pershing
- Fidelity Wealthscape
- Envestnet
- Salesforce Financial Services Cloud
- Bachelor\'s degree in Finance, Business, Computer Science, Information Systems, or related field.
- MBA or equivalent preferred.
- Strategic thinking
- Client-centric mindset
- Strong analytical skills
- Excellent communication and presentation skills
- Decision-making and prioritization
- Leadership and collaboration
- Timely delivery of product roadmap commitments.
- Increased advisor and client satisfaction.
- Improved operational efficiency.
- Successful adoption of new product capabilities.
- Compliance with regulatory and governance requirements.
- Achievement of business growth and revenue objectives.
About COFORGE
Sourced by ZipRecruiter
Industry
Marketing
Company size
10,000+ Employees
Headquarters location
New Haven, CT, US
Year founded
2002