Data Product Owner / Product Manager
QodeNew Jersey, NJ
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.1
Reclaim your time by letting our AI handle the grunt work of job searching.
We continuously scan millions of openings to find your top matches.
Job Description
Data Product Owner / Product Manager – Wealth Management
Location: Florham Park, NJ/ Fort Mill, SC/NY, NY
About the Role:
We are seeking an experienced and highly driven Senior Product
Owner/Product Manager to lead the strategy, development, and
optimization of our wealth management platforms. The ideal
candidate will have 12+ years of product management experience,
hold a Certified Scrum Product Owner (CSPO) certification, and have
deep domain expertise from working at a top-tier wealth
management firm (e.g., JP Morgan, Morgan Stanley) or leading
wealth technology provider (e.g., Addepar, Envestnet, Orion).
Key Responsibilities:
Own and define product vision, strategy, and roadmap for
critical wealth management initiatives.
Work closely with stakeholders including business,
technology, operations, and compliance to prioritize features
based on client and advisor needs.
Translate complex business requirements into detailed user
stories, acceptance criteria, and product backlogs.
Serve as a key voice in Agile ceremonies: sprint planning,
backlog grooming, retrospectives, and demos.
Partner with UX/UI teams to create client-centric, intuitive
digital experiences for advisors and investors.
Drive end-to-end product lifecycle management: ideation,
development, launch, enhancement.
Monitor product performance using KPIs and client feedback,
identifying opportunities for continuous improvement.
Stay informed on competitive landscape, regulatory changes,
and emerging technologies in the wealth management space.
Champion a client-obsessed, data-driven culture within
cross-functional teams.
Qualifications:
12+ years of relevant experience in product management or
product ownership roles, preferably in Wealth Management.
CSPO (Certified Scrum Product Owner) certification is
required.
Proven experience delivering products at scale for a large
wealth manager (e.g., Merrill Lynch, UBS, Wells Fargo Private
Bank) or a wealth tech platform (e.g., Addepar, Orion,
Envestnet, Tamarac).
Deep understanding of the advisor-client lifecycle, portfolio
management, financial planning, and wealth platform
ecosystems.
Strong knowledge of industry standards and integrations
(e.g., custodians, data aggregation, performance reporting,
billing).
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.