What are the responsibilities and job description for the Product Owner – Wealth Management position at Holistic Partners, Inc?
Job Title: Sr. Product Owner – Wealth Management Data
Location: Fort Mill, SC / Austin, TX (Hybrid 3–4 days onsite)
Job Type: Full-Time
MOI: Video
Job Summary
We are hiring a Sr. Product Owner with strong experience in Wealth Management and Data Products to lead the strategy, development, and delivery of data-driven solutions. The ideal candidate will work closely with business stakeholders, advisors, data engineers, and compliance teams to build products that improve client experience, advisor effectiveness, portfolio insights, and regulatory reporting.
Required Skills
- 10 years of Product Owner / Product Manager experience
- 3–5 years in Wealth Management
- Strong knowledge of portfolio management, client onboarding, investment advisory, and performance reporting
- Experience with data-driven products such as data lakes, data marts, analytics platforms, and dashboards
- Strong Agile/Scrum/SAFe experience
- Hands-on experience with SQL, data modeling, and AWS/cloud data platforms
- Knowledge of SEC, FINRA, GDPR, KYC, AML, and other financial compliance requirements
- Must be able to translate business needs into user stories and manage product backlog effectively
Preferred
- Candidates from Big 4 / consulting firms such as Accenture, Cognizant, Wipro, TCS, or CGI
- MBA or advanced degree preferred