jobTitle

skills

Product Owner/Product Manager - Wealth Management

Orion

Addepar

Envestnet

Black Diamond Capital Management

F2 Strategy

F2 Strategy | Wealth Tech Consulting

Ezra Group of Companies

Incedo is a high-growth Digital and Analytics firm, which brings in a unique combination of Consulting, Analytics and Digital Technologies to solve complex business problems for its global set of marquee clients. We are Headquartered out of New Jersey with 5000 employees based globally out of the offices in New Jersey (CHQ), California, Mexico, Canada, and India (Gurgaon, Pune, Bangalore and Chennai). As a Firm we have been helping our clients achieve competitive advantage through End-to End Digital Transformation and work across Telecom, Wealth Management, Banking, Product Engineering/Hitech, Life Sciences, Pharmaceutical & Healthcare sectors. Our uniqueness lies in bringing together strong engineering, data science and design capabilities with deep domain understanding, and blurring the boundaries between services and products to maximize business impact from emerging technologies.
We solve the business use cases ranging from increasing digital (web/app) conversion rate, improving user experience, implementing machine learned models for personalization, real- time scoring, pricing and promotions and churn management.

<div>Page 1 of 2</div><div>Product Owner / Product Manager – Wealth Management</div><div>Location: Focused on 3 markets: (1) Charlotte/Fort Mill, (2) Dalla/Austin and (3) NJ/NY Reports To: Head of Wealth Management Experience: 8–12 years Position Type: Full-Time | Leadership Role</div><div>Who we are: Incedo is a high-growth Digital and Analytics firm, which brings in a unique combination of Consulting, Analytics and Digital Technologies to solve complex business problems for its global set of marquee clients. We are Headquartered out of New Jersey with 5000 employees based globally out of the offices in New Jersey (CHQ), California, Mexico, Canada, and India (Gurgaon, Pune, Bangalore and Chennai). As a Firm we have been helping our clients achieve competitive advantage through End-to End Digital Transformation and work across Telecom, Wealth Management, Banking, Product Engineering/Hitech, Life Sciences, Pharmaceutical &amp; Healthcare sectors. Our uniqueness lies in bringing together strong engineering, data science and design capabilities with deep domain understanding, and blurring the boundaries between services and products to maximize business impact from emerging technologies.</div><div>We solve the business use cases ranging from increasing digital (web/app) conversion rate, improving user experience, implementing machine learned models for personalization, real- time scoring, pricing and promotions and churn management.</div><div>About the role:</div><div>We are seeking a highly experienced and results-driven Product Owner/Product Manager – Wealth Management to lead product strategy and execution for a suite of wealth management solutions. The ideal candidate brings a strong background in financial services technology, an entrepreneurial mindset, and a passion for building advisor- and client-centric digital platforms.</div><div>You will collaborate closely with stakeholders across business, operations, technology, and compliance to deliver innovative and scalable solutions in a fast-paced Agile environment.</div><div>Key Responsibilities:</div><div>•</div><div>Define, communicate, and own the product vision, roadmap, and strategy for key wealth management initiatives</div><div>•</div><div>Collaborate with business and technology teams to translate complex requirements into user stories and functional product backlogs</div><div>•</div><div>Lead Agile product development activities, including sprint planning, backlog grooming, reviews, and retrospectives</div><div>•</div><div>Partner with UX/UI teams to create intuitive, modern interfaces for advisors and end clients</div><div>•</div><div>Monitor product KPIs and customer feedback to continuously optimize functionality, experience, and performance</div><div>•</div><div>Stay current with regulatory changes, competitive trends, and innovations across the wealth management ecosystem</div><div>•</div><div>Drive cross-functional collaboration across engineering, design, marketing, and customer success teams</div><div>•</div><div>Deliver best-in-class digital tools that support portfolio management, financial planning, performance reporting, and client engagement</div><div>Qualifications:</div><div>•</div><div>8–12 years of experience as a Product Manager/Product Owner in the financial services domain, with a strong focus on wealth management</div><div>•</div><div>CSPO (Certified Scrum Product Owner) certification is required</div><div>•</div><div>Prior experience at a top-tier wealth management firm (e.g., JP Morgan, Morgan Stanley, UBS) or leading wealth tech platform (e.g., Addepar, Envestnet, Orion)</div><div>•</div><div>Strong grasp of the advisor-client lifecycle, financial planning workflows, and portfolio management processes</div><div>•</div><div>Expertise in third-party integrations, custodial data aggregation, billing systems, and performance analytics</div><div>•</div><div>Proficiency in using product analytics and feedback loops to drive data-informed decision-making</div><div>Soft Skills:</div><div>•</div><div>Strategic Thinker: Ability to think ahead and translate long-term vision into actionable roadmaps</div><div>•</div><div>Customer-Obsessed: Demonstrates empathy for users and champions a customer-first product culture</div><div>•</div><div>Strong Communicator: Excellent verbal and written communication skills; able to influence senior stakeholders and cross-functional teams</div><div>•</div><div>Execution-Oriented: Maintains focus on delivery excellence and results while managing ambiguity</div><div>•</div><div>Collaborative, Resilient &amp; Agile: Able to navigate change, handle pressure, and remain flexible in dynamic situations, cross-functional, fast-moving environments with shifting priorities</div><div>-----------------------We are an Equal Opportunity Employer---------------------</div>