The Value Maximizer
Product Owner/Product Manager - Wealth Management
The Value Maximizer, Austin, Texas, us, 78716
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Product Owner / Product Manager - Wealth Management
Location:
Focused on 3 markets: (1) Charlotte/Fort Mill, (2) Dallas/Austin, and (3) NJ/NY Reports To:
Head of Wealth Management Experience:
8-12 years Position Type:
Full-Time | Leadership Role Who we are:
Incedo is a high-growth Digital and Analytics firm, combining Consulting, Analytics, and Digital Technologies to solve complex business problems for marquee clients worldwide. Headquartered in New Jersey, with 5000 employees globally, our offices are located in New Jersey (CHQ), California, Mexico, Canada, and India (Gurgaon, Pune, Bangalore, Chennai). We enable clients to achieve competitive advantage through End-to-End Digital Transformation across sectors such as Telecom, Wealth Management, Banking, Product Engineering/Hi-tech, Life Sciences, Pharmaceutical & Healthcare. Our strength lies in integrating engineering, data science, and design with deep domain expertise, leveraging emerging technologies for maximum business impact. About the role:
We seek a highly experienced Product Owner/Product Manager - Wealth Management to lead product strategy and execution for wealth management solutions. The ideal candidate has a strong financial services technology background, an entrepreneurial mindset, and a passion for building advisor- and client-centric digital platforms. You will work closely with stakeholders across business, operations, technology, and compliance to deliver innovative, scalable solutions in a fast-paced Agile environment. Key Responsibilities:
Define, communicate, and own the product vision, roadmap, and strategy for wealth management initiatives. Collaborate with business and technology teams to translate complex requirements into user stories and product backlogs. Lead Agile development activities, including sprint planning, backlog grooming, reviews, and retrospectives. Partner with UX/UI teams to create intuitive interfaces for advisors and clients. Monitor product KPIs and customer feedback for continuous optimization. Stay updated on regulatory changes, industry trends, and innovations in wealth management. Drive collaboration across engineering, design, marketing, and customer success teams. Deliver digital tools supporting portfolio management, financial planning, reporting, and client engagement. Qualifications:
8-12 years of experience as a Product Manager/Product Owner in financial services, focusing on wealth management. CSPO (Certified Scrum Product Owner) certification is required. Experience at top-tier wealth management firms (e.g., JP Morgan, Morgan Stanley, UBS) or leading wealth tech platforms (e.g., Addepar, Envestnet, Orion). Strong understanding of advisor-client lifecycle, financial workflows, and portfolio management. Expertise in third-party integrations, custodial data, billing systems, and analytics. Proficiency in product analytics and data-driven decision-making. Soft Skills:
Strategic thinking: translating vision into actionable roadmaps. Customer obsession: empathizing with users and fostering a customer-first culture. Excellent communication: influencing stakeholders and teams. Execution focus: delivering results amid ambiguity. Adaptability and collaboration: navigating change in fast-paced environments. ----------------------- We are an Equal Opportunity Employer
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Location:
Focused on 3 markets: (1) Charlotte/Fort Mill, (2) Dallas/Austin, and (3) NJ/NY Reports To:
Head of Wealth Management Experience:
8-12 years Position Type:
Full-Time | Leadership Role Who we are:
Incedo is a high-growth Digital and Analytics firm, combining Consulting, Analytics, and Digital Technologies to solve complex business problems for marquee clients worldwide. Headquartered in New Jersey, with 5000 employees globally, our offices are located in New Jersey (CHQ), California, Mexico, Canada, and India (Gurgaon, Pune, Bangalore, Chennai). We enable clients to achieve competitive advantage through End-to-End Digital Transformation across sectors such as Telecom, Wealth Management, Banking, Product Engineering/Hi-tech, Life Sciences, Pharmaceutical & Healthcare. Our strength lies in integrating engineering, data science, and design with deep domain expertise, leveraging emerging technologies for maximum business impact. About the role:
We seek a highly experienced Product Owner/Product Manager - Wealth Management to lead product strategy and execution for wealth management solutions. The ideal candidate has a strong financial services technology background, an entrepreneurial mindset, and a passion for building advisor- and client-centric digital platforms. You will work closely with stakeholders across business, operations, technology, and compliance to deliver innovative, scalable solutions in a fast-paced Agile environment. Key Responsibilities:
Define, communicate, and own the product vision, roadmap, and strategy for wealth management initiatives. Collaborate with business and technology teams to translate complex requirements into user stories and product backlogs. Lead Agile development activities, including sprint planning, backlog grooming, reviews, and retrospectives. Partner with UX/UI teams to create intuitive interfaces for advisors and clients. Monitor product KPIs and customer feedback for continuous optimization. Stay updated on regulatory changes, industry trends, and innovations in wealth management. Drive collaboration across engineering, design, marketing, and customer success teams. Deliver digital tools supporting portfolio management, financial planning, reporting, and client engagement. Qualifications:
8-12 years of experience as a Product Manager/Product Owner in financial services, focusing on wealth management. CSPO (Certified Scrum Product Owner) certification is required. Experience at top-tier wealth management firms (e.g., JP Morgan, Morgan Stanley, UBS) or leading wealth tech platforms (e.g., Addepar, Envestnet, Orion). Strong understanding of advisor-client lifecycle, financial workflows, and portfolio management. Expertise in third-party integrations, custodial data, billing systems, and analytics. Proficiency in product analytics and data-driven decision-making. Soft Skills:
Strategic thinking: translating vision into actionable roadmaps. Customer obsession: empathizing with users and fostering a customer-first culture. Excellent communication: influencing stakeholders and teams. Execution focus: delivering results amid ambiguity. Adaptability and collaboration: navigating change in fast-paced environments. ----------------------- We are an Equal Opportunity Employer
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