Product Owner with Custodial Wealth Management

Title: Product Owner with Custodial Wealth Management Exp.

Location: Oaks,PA

Work Arrangement: Onsite

Employment Type: Contract

Duration:12 Months

Domain: BFSI

Pay Rate: $70–$75/hr. on C2C

Application Deadline: October 01, 2026

SKILLS REQUIRED

Product Ownership & Agile Delivery

• Define and communicate product vision, strategy, and roadmap.
• Own and manage the product backlog, ensuring alignment with business priorities.
• Create detailed user stories, acceptance criteria, and business requirements.
• Prioritize features and enhancements based on business value, customer needs, and regulatory requirements.
• Participate in Sprint Planning, Backlog Grooming, Reviews, and Retrospectives.
• Collaborate closely with Scrum Masters, Business Analysts, Architects, and Development teams.
• Act as the primary decision-maker for product-related priorities and requirements.

Custodial Wealth Management Domain Responsibilities

• Drive solutions across Custodial Wealth Management functions including:
• Portfolio Management
• Investment Advisory
• Financial Planning
• Client Onboarding
• Trading & Order Management
• Performance Reporting
• Client Reporting & Statements
• Retirement Planning
• Alternative Investments
• Asset Allocation & Rebalancing
• Gather requirements from Financial Advisors, Relationship Managers, Operations Teams, and Business Stakeholders.
• Ensure products align with industry regulations and compliance standards.
• Support digital transformation initiatives across Custodial Wealth Management platforms.

Stakeholder Management

• Collaborate with business leaders to identify opportunities for innovation and process improvement.
• Manage stakeholder expectations and communicate product progress effectively.
• Facilitate workshops, requirement sessions, and product demonstrations.

Data & Analytics

• Define KPIs and success metrics for product performance.
• Utilize client, advisor, and operational data to drive product decisions.
• Work with reporting and analytics teams to measure business outcomes.

Required Skills & Qualifications

Education

• Bachelor's degree in Finance, Business, Computer Science, Information Systems, or related field.
• MBA or equivalent preferred.

Experience

• 8 years of experience in BFSI domain.
• 3 years of experience as Product Owner/Product Manager.
• Strong experience in Custodial Wealth Management platforms and processes.

Domain Expertise

Strong understanding of:

• Wealth Management
• Private Banking
• Investment Management
• Portfolio Management
• Brokerage Operations
• Financial Advisory Services
• Retirement Products
• Managed Accounts
• Mutual Funds, ETFs, Equities, Fixed Income Products
• Client Lifecycle Management

Agile & Product Management

• Agile/Scrum methodologies
• Product backlog management
• User story creation
• Roadmap planning
• Release management
• Prioritization frameworks

Technical Knowledge

Good understanding of:

• Digital Wealth Platforms
• CRM Systems (Salesforce preferred)
• API and Microservices architecture
• Cloud platforms (AWS/Azure preferred)
• Data analytics and reporting
• Integration technologies

Preferred Qualifications

• Certified Scrum Product Owner (CSPO)
• SAFe Product Owner/Product Manager (POPM)
• CFA, CFP, or Wealth Management certifications preferred
• Experience with platforms such as:
• Charles River
• Aladdin
• Pershing
• Fidelity Wealthscape
• Envestnet
• Salesforce Financial Services Cloud

Key Competencies

• Strategic thinking
• Stakeholder management
• Client-centric mindset
• Strong analytical skills
• Excellent communication and presentation skills
• Decision-making and prioritization
• Leadership and collaboration

Success Measures

• Timely delivery of product roadmap commitments.
• Increased advisor and client satisfaction.
• Improved operational efficiency.
• Successful adoption of new product capabilities.
• Compliance with regulatory and governance requirements.
• Achievement of business growth and revenue objectives.

EEOC Compliance:

We are an equal opportunity employer, and all qualified applicants will receive consideration for

employment.

DISCLAIMER AI Usage Policy:

Pacer Group uses AI to assist in screening applications. Final hiring decisions are

made by human recruiters based on qualifications and experience.