Job Title: Product Owner – Wealth Management (IBOR Mandatory)
Location:
Fort Mill, SC Work Model:
Hybrid Duration - Full-Time Job Summary We are seeking an experienced
Product Owner
with strong
Wealth Management domain expertise
and
mandatory IBOR (Investment Book of Record) experience
to lead product development initiatives supporting front-office and investment operations. This role partners closely with business stakeholders, technology teams, and vendors to deliver scalable, high-quality solutions aligned with strategic objectives. Key Responsibilities Own and manage the
product backlog , ensuring alignment with business priorities and regulatory requirements Act as the primary liaison between
wealth management business stakeholders
and technology teams Translate business needs into
clear user stories, acceptance criteria, and functional requirements Lead backlog grooming, sprint planning, and prioritization activities Ensure accurate representation and integration of
IBOR data
across systems (positions, transactions, cash, cost basis, performance, etc.) Collaborate with architects, developers, QA, and downstream consumers to deliver end-to-end solutions Support UAT, release planning, and post-implementation reviews Identify dependencies, risks, and mitigation strategies throughout the delivery lifecycle Drive continuous improvement of product processes and data quality Required Qualifications 10+ years of experience
as a Product Owner, Business Analyst, or similar role Strong Wealth Management experience
(portfolio management, trading, operations, or advisory platforms) Mandatory hands-on experience with IBOR platforms
(e.g., Charles River, Aladdin, SimCorp, Eagle, etc.) Deep understanding of investment data: positions, trades, corporate actions, pricing, and performance Experience working in
Agile/Scrum
environments Strong communication skills with the ability to engage both technical and non-technical stakeholders Preferred Qualifications Experience with
front-office or middle-office systems Familiarity with
ABOR, PBOR , or data integration architectures Financial services certifications (CFA, CSPO, SAFe PO/PM) Experience supporting regulatory or reporting initiatives Why Join Us Work on mission-critical platforms supporting wealth management clients Hybrid work model with a collaborative team environment Opportunity to influence product strategy and delivery
Fort Mill, SC Work Model:
Hybrid Duration - Full-Time Job Summary We are seeking an experienced
Product Owner
with strong
Wealth Management domain expertise
and
mandatory IBOR (Investment Book of Record) experience
to lead product development initiatives supporting front-office and investment operations. This role partners closely with business stakeholders, technology teams, and vendors to deliver scalable, high-quality solutions aligned with strategic objectives. Key Responsibilities Own and manage the
product backlog , ensuring alignment with business priorities and regulatory requirements Act as the primary liaison between
wealth management business stakeholders
and technology teams Translate business needs into
clear user stories, acceptance criteria, and functional requirements Lead backlog grooming, sprint planning, and prioritization activities Ensure accurate representation and integration of
IBOR data
across systems (positions, transactions, cash, cost basis, performance, etc.) Collaborate with architects, developers, QA, and downstream consumers to deliver end-to-end solutions Support UAT, release planning, and post-implementation reviews Identify dependencies, risks, and mitigation strategies throughout the delivery lifecycle Drive continuous improvement of product processes and data quality Required Qualifications 10+ years of experience
as a Product Owner, Business Analyst, or similar role Strong Wealth Management experience
(portfolio management, trading, operations, or advisory platforms) Mandatory hands-on experience with IBOR platforms
(e.g., Charles River, Aladdin, SimCorp, Eagle, etc.) Deep understanding of investment data: positions, trades, corporate actions, pricing, and performance Experience working in
Agile/Scrum
environments Strong communication skills with the ability to engage both technical and non-technical stakeholders Preferred Qualifications Experience with
front-office or middle-office systems Familiarity with
ABOR, PBOR , or data integration architectures Financial services certifications (CFA, CSPO, SAFe PO/PM) Experience supporting regulatory or reporting initiatives Why Join Us Work on mission-critical platforms supporting wealth management clients Hybrid work model with a collaborative team environment Opportunity to influence product strategy and delivery