What are the responsibilities and job description for the Product Owner position at SRM Digital LLC?
Job Summary
We are seeking an experienced Product Owner with deep domain knowledge in Wealth Management, Financial Services, Investment Products, and Digital Platforms. The ideal candidate will work closely with business stakeholders, technology teams, and scrum squads to define product strategy, refine backlogs, and deliver scalable, customer-centric financial solutions.
Key Responsibilities
Product Vision & Strategy
- Define and communicate the product vision, roadmap, and priorities aligned with wealth management business goals.
- Translate complex financial and investment-related requirements into clear, actionable product features.
- Conduct market/competitor analysis to ensure product differentiation and value.
Backlog & Requirements Management
- Own and manage the product backlog; write detailed epics, features, and user stories.
- Gather, analyze, and validate requirements from stakeholders across wealth management, advisory, operations, and compliance teams.
- Prioritize work using value-driven frameworks (MoSCoW, WSJF, ROI-based).
Agile Delivery & Collaboration
- Partner closely with Scrum Masters, Developers, QA, and UX teams to deliver product increments.
- Participate in all Agile ceremonies: backlog grooming, sprint planning, daily standups, and sprint reviews.
- Ensure user stories meet Definition of Ready (DoR) and Definition of Done (DoD).
Wealth Management & Finance Expertise
- Strong understanding of investment products: mutual funds, equities, fixed income, retirement products, advisory platforms, and portfolio management.
- Knowledge of financial compliance, risk, KYC, and regulatory frameworks.
- Experience with financial data models, client onboarding, transaction workflows, and digital wealth tools.
Stakeholder Management
- Act as the primary liaison between business and technical teams.
- Present product updates, progress reports, and roadmap sessions to leadership.
- Ensure alignment across wealth, finance, operations, and technology teams.
Required Skills & Experience
- 8–10 years of Product Owner or Business Analyst experience in Wealth Management or Financial Services.
- Strong Agile/Scrum experience; SAFe certification is a plus.
- Hands-on experience writing features, user stories, and acceptance criteria.
- Strong analytical and problem-solving skills; ability to simplify complex financial processes.
- Excellent communication and stakeholder management abilities.
- Experience with tools like JIRA, Confluence, Figma, Rally, or similar.