Wealth Dynamix

Product Manager

• Serve as the primary touch-point for clients, managing all aspects of the project and relationship to ensure client satisfaction.
• Act as the communicator and facilitator between Wealth Dynamix and our clients, addressing their needs and concerns effectively.
• Document business requirements as user stories and acceptance criteria, managing the Product Backlog for client projects.
• Conduct high-level and detailed Sprint Planning sessions in collaboration with the Development team.
• Develop a deep understanding of the CLMi product that is our Saas platform.
• Work closely with developers to deliver software solutions that align with client needs and expectations.
• Define, execute, and manage testing phases to ensure high-quality deliverables.
• Facilitate client-facing sessions, including sprint playbacks, User Acceptance Testing (UAT), and go-live support as required.
• Provide expert product knowledge and advice to support existing customers.

Product Owner – Fintech, Wealth Management