Incedo Inc.
Senior Product Owner(Wealth Management)
Incedo Inc., Washington, District of Columbia, us, 20022
Location
Washington, D.C. / Arlington, VA (Hybrid: 3–4 days onsite)
Job Summary We are seeking an experienced Senior Product Owner with deep expertise in Wealth Management (WM) and Data to lead the design, development, and delivery of innovative, data‑driven solutions. This role serves as a strategic liaison between business stakeholders, technology teams, and data engineers to create products that enhance client experience, improve portfolio insights, ensure compliance, and empower advisors.
Key Responsibilities
Define and own the product vision and roadmap for Wealth Management Data Products (e.g., Client 360, investment analytics, advisor dashboards, financial planning tools).
Translate business requirements into actionable user stories with clear acceptance criteria.
Prioritize and manage product backlogs aligned with business objectives and regulatory standards.
Collaborate with cross‑functional teams including advisors, data engineers, UX designers, and compliance.
Data Product Delivery
Partner with data architects and engineers to design scalable, reliable data products leveraging structured and unstructured data.
Define data contracts and quality standards for Wealth Management use cases.
Ensure compliance with regulatory and risk frameworks (e.g., KYC, AML, fiduciary rules).
Monitor product performance and adoption; iterate based on feedback and usage analytics.
Stakeholder Collaboration
Act as the voice of the customer (internal advisors, end‑clients, compliance teams) throughout the product lifecycle.
Conduct regular product reviews and demos with stakeholders.
Communicate progress, risks, and dependencies transparently.
Qualifications Must‑Have
10+ years of experience as a Product Owner or Product Manager, with 3–5 years in Wealth Management.
Strong understanding of Wealth Management products: portfolio management, client onboarding, investment advisory, performance reporting.
Proven experience building data‑driven products (data lakes, data marts, analytics platforms, reporting tools).
Expertise in Agile methodologies (Scrum, SAFe).
Required Skills
Experience with cloud data platforms (e.g., AWS).
Knowledge of data governance, privacy, and financial compliance (SEC, FINRA, GDPR).
Proficiency in SQL and data modeling.
Education
Bachelor’s degree in Business, Finance, Computer Science, or related field.
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Job Summary We are seeking an experienced Senior Product Owner with deep expertise in Wealth Management (WM) and Data to lead the design, development, and delivery of innovative, data‑driven solutions. This role serves as a strategic liaison between business stakeholders, technology teams, and data engineers to create products that enhance client experience, improve portfolio insights, ensure compliance, and empower advisors.
Key Responsibilities
Define and own the product vision and roadmap for Wealth Management Data Products (e.g., Client 360, investment analytics, advisor dashboards, financial planning tools).
Translate business requirements into actionable user stories with clear acceptance criteria.
Prioritize and manage product backlogs aligned with business objectives and regulatory standards.
Collaborate with cross‑functional teams including advisors, data engineers, UX designers, and compliance.
Data Product Delivery
Partner with data architects and engineers to design scalable, reliable data products leveraging structured and unstructured data.
Define data contracts and quality standards for Wealth Management use cases.
Ensure compliance with regulatory and risk frameworks (e.g., KYC, AML, fiduciary rules).
Monitor product performance and adoption; iterate based on feedback and usage analytics.
Stakeholder Collaboration
Act as the voice of the customer (internal advisors, end‑clients, compliance teams) throughout the product lifecycle.
Conduct regular product reviews and demos with stakeholders.
Communicate progress, risks, and dependencies transparently.
Qualifications Must‑Have
10+ years of experience as a Product Owner or Product Manager, with 3–5 years in Wealth Management.
Strong understanding of Wealth Management products: portfolio management, client onboarding, investment advisory, performance reporting.
Proven experience building data‑driven products (data lakes, data marts, analytics platforms, reporting tools).
Expertise in Agile methodologies (Scrum, SAFe).
Required Skills
Experience with cloud data platforms (e.g., AWS).
Knowledge of data governance, privacy, and financial compliance (SEC, FINRA, GDPR).
Proficiency in SQL and data modeling.
Education
Bachelor’s degree in Business, Finance, Computer Science, or related field.
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