Data Product Owner / Product Manager

Data Product Owner / Product Manager - Wealth ManagementLocation: Florham Park, NJ/ Fort Mill, SC/NY, NYAbout the Role:We are seeking an experienced and highly driven Senior ProductOwner/Product Manager to lead the strategy, development, andoptimization of our wealth management platforms. The idealcandidate will have 12 years of product management experience,hold a Certified Scrum Product Owner (CSPO) certification, and havedeep domain expertise from working at a top-tier wealthmanagement firm (e.g., JP Morgan, Morgan Stanley) or leadingwealth technology provider (e.g., Addepar, Envestnet, Orion).Key Responsibilities: Own and define product vision, strategy, and roadmap forcritical wealth management initiatives. Work closely with stakeholders including business,technology, operations, and compliance to prioritize featuresbased on client and advisor needs. Translate complex business requirements into detailed userstories, 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, intuitivedigital 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 withincross-functional teams.Qualifications: 12 years of relevant experience in product management orproduct ownership roles, preferably in Wealth Management. CSPO (Certified Scrum Product Owner) certification isrequired. Proven experience delivering products at scale for a largewealth manager (e.g., Merrill Lynch, UBS, Wells Fargo PrivateBank) or a wealth tech platform (e.g., Addepar, Orion,Envestnet, Tamarac). Deep understanding of the advisor-client lifecycle, portfoliomanagement, financial planning, and wealth platformecosystems. Strong knowledge of industry standards and integrations(e.g., custodians, data aggregation, performance reporting,billing).