Senior Technology Implementation Consultant
Wolters Kluwer
AWSAzureCloudJavaScriptjQuery.NETSQL
Product Owner
qode.world
full-time
Posted on:
Origin: • 🇺🇸 United States • New York, South Carolina
Visit company websiteJob 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.
