About this role
Senior product owner leading the digital client experience and platforms for wealth management, delivering core features across multiple client-facing channels.
Key Responsibilities
- Product owner for a digital agile squad
- Manage strategic/tactical project portfolio
- Identify critical user journeys
- Build/maintain prioritized backlog
- Lead backlog refinement and sprint planning
Technical Overview
Role centers on agile product management, backlog governance, and UX-driven design coordination for web/mobile platforms; emphasis on financials pages and KPI-driven roadmaps.
Ideal Candidate
The ideal candidate is an executive-level product owner with extensive experience (9.5+ years) in software/digital product management within wealth management or fintech contexts, and a strong track record delivering client-facing digital platforms. They should excel at Agile/Scrum, cross-functional collaboration, and translating complex financial journeys into prioritized features with measurable KPIs.
Must-Have Skills
9.5 Years of transferrable experience across work and higher education5-7 years of experience as software or digital product managerbusiness analyst or equivalent with experience working within an agile/scrum development processBachelor's degree is required
Nice-to-Have Skills
Knowledge or exposure to wealth management and online brokerage/banking preferredSeries 7 and Series 24 license preferred but not requiredDemonstrated track record of delivering new innovative fintechdigital productssolutionsor applications preferred
Required Skills
Product ownerAgileScrumEpicsUser storiesBacklogMVPMinimum Viable ProductKPIsproduct roadmaprequirementsstakeholdersUI/UXWireframesInformation architectureInteraction architectureRelease planningWealth Managementonline brokeragebankingBachelor's degreeSeries 7Series 24fintechProduct management
Hard Skills
Product ownerAgileScrumEpicsUser storiesBacklogMVPMinimum Viable ProductKPIsProduct roadmapUI/UXWireframesInformation architectureInteraction architectureRelease planningWealth Managementonline brokeragebankingBachelor's degreeSeries 7Series 24fintechProduct Management
Soft Skills
communicationstakeholder managementleadershipteamworkanalyticaldata-drivenproblem-solvingtime management
Certifications
Preferred
Series 7Series 24
Keywords for Your Resume
product owneragilescrumepicsuser storiesbacklogminimum viable productMVPMinimum Viable ProductKPIsproduct roadmaprequirementsstakeholdersUI/UXwireframesinformation architectureinteraction architecturerelease planningWealth Managementonline brokeragebankingBachelor's degreeSeries 7Series 24fintechProduct managementProduct OwnerProduct ManagerAgileScrumBacklogEpicsUser stories
Deal Breakers
Bachelor's degree not met
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