Qode
Data Product Owner / Product Manager - Wealth Management
Location: Florham Park, NJ/ Fort Mill, SC/NY, NY
About the Role:
We are seeking an experienced and highly driven Senior Product
Owner/Product Manager to lead the strategy, development, and
optimization of our wealth management platforms. The ideal
candidate will have 12+ years of product management experience,
hold a Certified Scrum Product Owner (CSPO) certification, and have
deep domain expertise from working at a top-tier wealth
management firm (e.g., JP Morgan, Morgan Stanley) or leading
wealth technology provider (e.g., Addepar, Envestnet, Orion).
Key Responsibilities: • Own and define product vision, strategy, and roadmap for
critical wealth management initiatives. • Work closely with stakeholders including business,
technology, operations, and compliance to prioritize features
based on client and advisor needs. • Translate complex business requirements into detailed user
stories, acceptance criteria, and product backlogs. • Serve as a key voice in Agile ceremonies: sprint planning,
backlog grooming, retrospectives, and demos. • Partner with UX/UI teams to create client-centric, intuitive
digital experiences for advisors and investors. • Drive end-to-end product lifecycle management: ideation,
development, launch, enhancement. • Monitor product performance using KPIs and client feedback,
identifying opportunities for continuous improvement. • Stay informed on competitive landscape, regulatory changes,
and emerging technologies in the wealth management space. • Champion a client-obsessed, data-driven culture within
cross-functional teams.
Qualifications: • 12+ years of relevant experience in product management or
product ownership roles, preferably in Wealth Management. • CSPO (Certified Scrum Product Owner) certification is
required. • Proven experience delivering products at scale for a large
wealth manager (e.g., Merrill Lynch, UBS, Wells Fargo Private
Bank) or a wealth tech platform (e.g., Addepar, Orion,
Envestnet, Tamarac). • Deep understanding of the advisor-client lifecycle, portfolio
management, financial planning, and wealth platform
ecosystems. • Strong knowledge of industry standards and integrations
(e.g., custodians, data aggregation, performance reporting,
billing).
Location: Florham Park, NJ/ Fort Mill, SC/NY, NY
About the Role:
We are seeking an experienced and highly driven Senior Product
Owner/Product Manager to lead the strategy, development, and
optimization of our wealth management platforms. The ideal
candidate will have 12+ years of product management experience,
hold a Certified Scrum Product Owner (CSPO) certification, and have
deep domain expertise from working at a top-tier wealth
management firm (e.g., JP Morgan, Morgan Stanley) or leading
wealth technology provider (e.g., Addepar, Envestnet, Orion).
Key Responsibilities: • Own and define product vision, strategy, and roadmap for
critical wealth management initiatives. • Work closely with stakeholders including business,
technology, operations, and compliance to prioritize features
based on client and advisor needs. • Translate complex business requirements into detailed user
stories, acceptance criteria, and product backlogs. • Serve as a key voice in Agile ceremonies: sprint planning,
backlog grooming, retrospectives, and demos. • Partner with UX/UI teams to create client-centric, intuitive
digital experiences for advisors and investors. • Drive end-to-end product lifecycle management: ideation,
development, launch, enhancement. • Monitor product performance using KPIs and client feedback,
identifying opportunities for continuous improvement. • Stay informed on competitive landscape, regulatory changes,
and emerging technologies in the wealth management space. • Champion a client-obsessed, data-driven culture within
cross-functional teams.
Qualifications: • 12+ years of relevant experience in product management or
product ownership roles, preferably in Wealth Management. • CSPO (Certified Scrum Product Owner) certification is
required. • Proven experience delivering products at scale for a large
wealth manager (e.g., Merrill Lynch, UBS, Wells Fargo Private
Bank) or a wealth tech platform (e.g., Addepar, Orion,
Envestnet, Tamarac). • Deep understanding of the advisor-client lifecycle, portfolio
management, financial planning, and wealth platform
ecosystems. • Strong knowledge of industry standards and integrations
(e.g., custodians, data aggregation, performance reporting,
billing).