Data Product Owner / Product Manager Job at Qode, New Jersey

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  • Qode
  • New Jersey

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).

Job Tags

Full time,

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