Principal Product Owner, Copilot Studio

Softcard (acquired by Google)

Product Owner for Copilot Studio managing AI capabilities across the Asset Management value chain at Invesco. Leading product lifecycle from ideation to production deployment while ensuring compliance and security standards.

Posted 7/12/2026full-timeAtlanta • New York, Texas • 🇺🇸 United StatesLead💰 $140,000 - $155,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in product ownership within the asset management domain, effectively translating complex business workflows into actionable product requirements while ensuring compliance with regulatory standards. Proficient in leveraging AI technologies and data integration patterns to enhance product capabilities and user experience.

Highest-signal resume keywords

Product OwnershipAsset ManagementMicrosoft Copilot StudioData Integration PatternsPrompt and Instruction Design

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Product ManagementBacklog ManagementDecision-MakingUser Story TranslationAgent Behavior Definition

Soft Skills

Stakeholder EngagementCollaborationPrioritization

Tools & Technologies

Microsoft Power PlatformPower AutomateAPIsOAuthJSON

Industry Keywords

Financial ServicesRegulatory ComplianceRisk ManagementClient ServicingInvestment Products

About the role

Key responsibilities & impact

Serve as the single accountable owner for a portfolio of Copilot Studio agents, capabilities, or agent families aligned to Invesco domains (e.g., Investments, Research, Product Information, Client Reporting, Operations, Risk & Compliance).
Define and communicate clear product vision, scope, and success metrics.
Own the full lifecycle of agents from ideation and MVP through production deployment and ongoing enhancement.
Act as a trusted partner to business stakeholders across Investments, Distribution, Operations, Risk, Compliance, and Technology Domain Owners.
Translate asset management workflows and pain points into well-defined user stories, agent behaviors, and functional requirements.
Balance business ambition with practical constraints related to data, risk, and platform maturity.
Own the functional and technical definition of Copilot Studio agents in partnership with developers and platform teams.
Define agent instructions, guardrails, tone, and response constraints appropriate for financial services use.
Guide decisions on data sourcing, integrations, APIs, and reuse of components to ensure scalability, reusability, testing, and maintainability.
Demonstrate a solid understanding of large language model (LLM) fundamentals, including system prompts, few-shot prompting, and chain-of-thought reasoning, to effectively collaborate with business partners in designing agent behaviors.
Apply knowledge of Retrieval-Augmented Generation (RAG) techniques to ensure agents access proprietary investment data (e.g., PDFs, research reports) accurately, minimizing hallucinations and providing grounded responses.
Evaluate trade-offs between model performance (e.g., GPT-4o vs. lighter models) and operational factors such as cost and response speed to optimize agent efficiency.
Leverage familiarity with Microsoft Power Platform, Power Automate, and Custom Connectors to define requirements for seamless data integration from internal databases and third-party providers (e.g., Bloomberg, Morningstar).
Ensure secure and compliant data access by understanding OAuth, service principals, JSON payload structuring, and implementing safety guardrails to prevent data leakage or unauthorized financial advice.
Ensure all owned agents comply with enterprise security, data protection, and regulatory requirements.
Serve as the product representative in architecture, security, and governance reviews.
Document intended use, limitations, assumptions, and known risks for each agent.
Act as the primary product point of contact for Copilot Studio developers working on owned capabilities.
Provide clear acceptance criteria, quality standards, and product guardrails.
Reduce duplication and “use‑case sprawl” by promoting shared capabilities and repeatable patterns.
Partner with platform teams to improve developer experience and accelerate responsible adoption at scale.
Define and monitor success metrics such as adoption, usage, time savings, quality improvement, and risk reduction.
Assess agent performance and user feedback to guide prioritization and enhancements.

Requirements

What you’ll need

5 to 10 years of measurable experience in product ownership and industry
Strong understanding of the Asset Management business, including investments, products, client servicing, or operations
Ability to engage credibly with business leaders and subject matter experts
Experience translating complex business workflows into actionable product requirements
Familiarity with Microsoft Copilot Studio, Power Platform concepts, or similar AI / low‑code platforms
Understanding of prompt and instruction design, data integration patterns, and AI limitations
Comfort working closely with engineers, architects, data teams, and security partners.
Proven experience in product ownership, product management, or business‑focused technology roles
Strong prioritization, backlog management, and decision‑making skills
Experience operating in governed or regulated environments preferred.

Benefits

Comp & perks

Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan