Responsibilities:
Define, build, and own the roadmap for wealth management platforms, aligning with business objectives and client needs.
Translate user needs into detailed user stories and acceptance criteria, maintaining a prioritized product backlog.
Represent and share the product vision to the scrum teamsLead the Functional Grooming of the user storiesServe as focal point for any pre-sprint or in-sprint inquiries from the sprint team.
Confirm that technical architecture and technical design aligns to the short-term and long-term product vision.Execute the acceptance process for user storiesPartner with advisors, marketing, compliance, and technology teams to deliver high-quality, secure products.
Participate Scrum ceremonies (sprint planning, stand-ups, retro) and guide the team in producing high-value, scalable solutions.
Translate business strategy, business goals and business processes into a technical IT solutionBasic
Qualifications: (what are the skills required to this job with minimum years of experience on each)
Experience: 5+ years of experience as a Product Owner or in a similar role.
Domain Knowledge: 5+ years of experience in Wealth Management
5+ years of experience in System Integration using APIs and DataAgile Expertise: 5+ years of proficiency in Scrum methodology and tools like JIRA.
Must be very familiar with the Standard SDLC processes.
Education: Bachelor s degree in Business, Finance, or Technology.
Strong attention to detail, organization, decision-making, and self-administrative skills required.Ability to communicate with senior management, both internally and externally.Must be proficient in Microsoft office suite - including PowerPoint, Excel and Word
Experience working with databases including using SQL & PL/SQL to create queries and validate data is a strong plus.
