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Data Product Owner / Product Manager

<div>Data Product Owner / Product Manager – Wealth Management</div><div>Location: Florham Park, NJ/ Fort Mill, SC/NY, NY</div><div>About the Role:</div><div>We are seeking an experienced and highly driven Senior Product</div><div>Owner/Product Manager to lead the strategy, development, and</div><div>optimization of our wealth management platforms. The ideal</div><div>candidate will have 12+ years of product management experience,</div><div>hold a Certified Scrum Product Owner (CSPO) certification, and have</div><div>deep domain expertise from working at a top-tier wealth</div><div>management firm (e.g., JP Morgan, Morgan Stanley) or leading</div><div>wealth technology provider (e.g., Addepar, Envestnet, Orion).</div><div>Key Responsibilities:</div><div> Own and define product vision, strategy, and roadmap for</div><div>critical wealth management initiatives.</div><div> Work closely with stakeholders including business,</div><div>technology, operations, and compliance to prioritize features</div><div>based on client and advisor needs.</div><div> Translate complex business requirements into detailed user</div><div>stories, acceptance criteria, and product backlogs.</div><div> Serve as a key voice in Agile ceremonies: sprint planning,</div><div>backlog grooming, retrospectives, and demos.</div><div> Partner with UX/UI teams to create client-centric, intuitive</div><div>digital experiences for advisors and investors.</div><div> Drive end-to-end product lifecycle management: ideation,</div><div>development, launch, enhancement.</div><div> Monitor product performance using KPIs and client feedback,</div><div>identifying opportunities for continuous improvement.</div><div> Stay informed on competitive landscape, regulatory changes,</div><div>and emerging technologies in the wealth management space.</div><div> Champion a client-obsessed, data-driven culture within</div><div>cross-functional teams.</div><div>Qualifications:</div><div> 12+ years of relevant experience in product management or</div><div>product ownership roles, preferably in Wealth Management.</div><div> CSPO (Certified Scrum Product Owner) certification is</div><div>required.</div><div> Proven experience delivering products at scale for a large</div><div>wealth manager (e.g., Merrill Lynch, UBS, Wells Fargo Private</div><div>Bank) or a wealth tech platform (e.g., Addepar, Orion,</div><div>Envestnet, Tamarac).</div><div> Deep understanding of the advisor-client lifecycle, portfolio</div><div>management, financial planning, and wealth platform</div><div>ecosystems.</div><div> Strong knowledge of industry standards and integrations</div><div>(e.g., custodians, data aggregation, performance reporting,</div><div>billing).</div>