Act as Product Owner for Wealth Management platforms, primarily Addepar or Orion.
Define and manage the product roadmap aligned with business goals and regulatory requirements.
Gather and translate business requirements into detailed user stories and acceptance criteria.
Lead backlog prioritization and sprint planning in collaboration with Engineering and QA teams.
Drive implementation and enhancement of: Portfolio Accounting Performance Measurement & Attribution Client Reporting & Statements Fee Billing & Reconciliation
Partner with Portfolio Managers, Operations, Compliance, and Client Reporting teams.
Ensure data accuracy across custodians, market data providers, and internal systems.
Support integrations with CRM, trading platforms, custodians, and data warehouses.
Conduct UAT sessions and ensure successful releases.
Monitor KPIs related to reporting accuracy, performance calculations, and client experience.
Stay updated with industry trends, regulatory changes, and fintech innovations in Wealth Management.

5+ years of experience in Wealth/Asset Management/Capital Markets domain.
3+ years of experience as a Product Owner or Senior Business Analyst.
Hands-on experience with: Addepar OR Orion Advisor Technology
Strong understanding of: Portfolio Accounting principles Performance reporting & benchmarking GIPS standards Multi-asset portfolios (Equities, Fixed Income, Alternatives)
Experience working in Agile/Scrum environments.

Data Product Owner

Key skills