Location: [Location]

Experience: 8–15 Years

Domain: Wealth Management / Asset Management

Role Overview

We are seeking an experienced Product Owner with deep expertise in the Wealth Management domain, specifically in Portfolio Accounting and Performance Reporting platforms such as Addepar or Orion. The ideal candidate will drive product strategy, roadmap execution, and platform optimization initiatives to enhance portfolio reporting, client experience, and operational efficiency.

Key Responsibilities

Act as Product Owner for Wealth Management platforms, primarily Addepar or Orion.

Define and manage the product roadmap aligned with business goals and regulatory requirements.

Gather and translate business requirements into detailed user stories and acceptance criteria.

Lead backlog prioritization and sprint planning in collaboration with Engineering and QA teams.

Drive implementation and enhancement of:

Portfolio Accounting

Performance Measurement & Attribution

Client Reporting & Statements

Fee Billing & Reconciliation

Partner with Portfolio Managers, Operations, Compliance, and Client Reporting teams.

Ensure data accuracy across custodians, market data providers, and internal systems.

Support integrations with CRM, trading platforms, custodians, and data warehouses.

Conduct UAT sessions and ensure successful releases.

Monitor KPIs related to reporting accuracy, performance calculations, and client experience.

Stay updated with industry trends, regulatory changes, and fintech innovations in Wealth Management.

Required Qualifications

8+ years of experience in Wealth/Asset Management domain.

3+ years of experience as a Product Owner or Senior Business Analyst.

Hands-on experience with:

Addepar OR

Orion Advisor Technology

Strong understanding of:

Portfolio Accounting principles

Performance reporting & benchmarking

GIPS standards

Multi-asset portfolios (Equities, Fixed Income, Alternatives)

Experience working in Agile/Scrum environments.

Strong stakeholder management and communication skills.

Ability to translate complex financial concepts into technical requirements.

Preferred Qualifications

Experience with custodial data feeds (Schwab, Fidelity, Pershing, etc.).

Knowledge of wealth advisory workflows (RIA environment preferred).

Familiarity with data platforms, APIs, and reporting tools (Power BI, Tableau).

CSPO or SAFe PO certification.

Experience in digital transformation initiatives within Wealth Management.

Key Competencies

Domain expertise in Wealth Management operations

Analytical & problem-solving mindset

Strong data orientation

Stakeholder management at senior leadership level

Execution focus with strategic thinking