Role OverviewWe are seeking a Product Owner to join our team in King of Prussia, Pennsylvania. The successful candidate will define and build the roadmap for wealth management platforms, aligning with business objectives and client needs. They will translate user needs into detailed user stories and acceptance criteria, maintaining a prioritized product backlog.
What You Will Do
The Product Owner will represent and share the product vision to the scrum teams, lead the Functional Grooming of the user stories, and execute the acceptance process for user stories. They will also partner with advisors, marketing, compliance, and technology teams to deliver high-quality, secure products.
Why It Might Be a Fit
The ideal candidate will have 5+ years of experience as a Product Owner or in a similar role, with expertise in wealth management, system integration, and agile methodologies. They will be proficient in Microsoft Office and have experience working with databases, including SQL and PL/SQL.
Requirements
- 5+ years of experience as a Product Owner or in a similar role
- 5+ years of experience in Wealth Management
- 5+ years of experience in System Integration using APIs and Data
- Agile Expertise: 5+ years of proficiency in Scrum methodology and tools like JIRA
- Must be very familiar with the Standard SDLC processes
- Bachelor’s degree in Business, Finance, or Technology
- Strong attention to detail, organization, decision-making, and self-administrative skills required
- Ability to communicate with senior management, both internally and externally
- Proficient in Microsoft Office suite - including PowerPoint, Excel and Word
- Experience working with databases including using SQL & PL/SQL to create queries and validate data is a strong plus
Benefits
- Medical, dental, and vision insurance
- Flexible spending or health savings account
- Life and AD&D insurance
- Short and long term disability coverage
- Paid time off
- Employee assistance
- Participation in a 401k program with company match
- Additional voluntary or legally-required benefits
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