qode.world

Product Owner

qode.world

full-time

Posted on:

Location: New York, South Carolina • 🇺🇸 United States

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Job Level

SeniorLead

Tech Stack

AWSCloudSQL

About the role

  • Product Owner/Sr. Business Analyst responsible for designing, developing, and delivering Wealth Management data products.
  • Define and own the product vision and roadmap for WM Data Products (client 360, investment analytics, advisor dashboards, financial planning tools).
  • Translate business requirements into user stories with clear acceptance criteria and prioritize and manage product backlogs.
  • Collaborate with cross-functional teams including Wealth Management advisors, data engineers, UX designers, and compliance.
  • Partner with data architects and engineers to design scalable, reliable data products leveraging structured and unstructured data.
  • Define data contracts and data quality requirements and ensure alignment with regulatory and risk frameworks (KYC, AML, fiduciary rules).
  • Monitor product performance and adoption; conduct product reviews and demos and manage stakeholder expectations.

Requirements

  • 10+ years of experience as a Product Owner or Product Manager, with at least 3-5 years in Wealth Management.
  • Strong understanding of Wealth Management products: portfolio management, client onboarding, investment advisory, performance reporting.
  • Experience working on or building data-driven products: data lakes, data marts, analytics platforms, reporting tools.
  • Proven track record of working in Agile environments (Scrum, SAFe).
  • Experience with cloud data platforms (e.g., AWS).
  • Knowledge of data governance, privacy, and financial compliance (e.g., SEC, FINRA, GDPR).
  • Coding of SQL, data modeling experience.
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