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).