qode.world

Senior Product Owner - Wealth Management

qode.world  •  New York City, NY (Onsite)  •  3 hours ago
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Job Description

Position: Senior Product Owner - Wealth Management

Location: New York, NY

Experience: 7-10+ Years

Incedo is a US‑based consulting, data science, and technology services firm with more than 4,000 professionals across the US, Mexico, and India. We help clients achieve competitive advantage through end‑to‑end digital transformation, combining deep engineering, data science, and design capabilities with strong domain expertise. Our teams deliver measurable business impact across telecom, banking, wealth management, product engineering, and life sciences & healthcare.

Incedo is seeking a Product Owner within Product Management to support trading and investment platforms. This role acts as a trusted business partner, driving strategy, leading cross-functional teams, and delivering solutions that enhance advisor experience, trading capabilities, and operational efficiency.

You’ll work across trading systems, vendor integrations, and investment platforms—owning product direction in a fast-moving fintech environment.

Key Responsibilities

Product Ownership & Agile Execution

  • Own and manage the product backlog, ensuring alignment with business goals
  • Define and prioritize features, user stories, and acceptance criteria
  • Serve as the final authority on priorities and business value within Agile teams
  • Participate in Agile ceremonies (sprint planning, reviews, retrospectives)

Strategy & Stakeholder Management

  • Act as the voice of the business, advisor, and client
  • Partner with stakeholders across technology, operations, compliance, and business teams
  • Communicate product vision and roadmap clearly at sprint and release levels
  • Drive data-informed decisions and business case development

Trading / Investment Platform Focus

  • Improve trading functionality, order management, and trade routing workflows
  • Support advisor-facing investment tools and portfolio management capabilities
  • Work with vendor-integrated platforms and financial systems
  • Ensure solutions align with the full lifecycle of trading and wealth management

Delivery & Performance

  • Define KPIs and track product performance, client satisfaction, and efficiency
  • Ensure solutions meet regulatory and compliance requirements
  • Continuously evaluate industry trends and fintech innovations

Required Qualifications

Experience

  • 9+ years in product management, consulting, or fintech
  • Experience as a Product Owner or Product Manager
  • Strong experience in Agile / Scrum environments
  • Proven ability to lead cross-functional teams without direct authority
  • Trading platforms / order management systems (OMS)
  • Wealth management or advisory platforms
  • Financial products (equities, mutual funds, etc.)
  • Understanding of advisor workflows and client lifecycle

Skills

  • Strong analytical and problem-solving ability
  • Excellent communication and stakeholder management
  • Ability to translate business needs into technical requirements
  • Experience influencing senior leadership decisions

Preferred

  • Certified Scrum Product Owner (CSPO) or similar
  • Experience with vendor integrations and financial technology ecosystems
  • Exposure to model management, portfolio tools, or advisory platforms
qode.world

About qode.world

We revolutionize how talent finds meaningful careers by harnessing the power of data and automation. Our platform utilizes LLMs to parse resumes and reconstruct queries, transforming unstructured data into actionable insights. This enables us to build robust data moats, such as creating 'Private Talent Pools' for recruiters where autonomous agents enrich candidate profiles.

By automating high-volume recruiting workflows, we reduce the marginal cost of work to zero. Agents match profiles to job descriptions, find contact information, and send personalized messages and schedule interviews automatically, significantly decreasing the time to close. Additionally, we transcribe the interviews and make the data searchable, making hiring decisions more objective.

We drive confidence by raising the quality bar for job seekers. We automate technical exercises such as coding tests, evaluate candidates on merit, providing recruiters with pass/fail scores and qualitative feedback.

We also provide Exclusive or Retained Recruitment services, offering specialized recruitment with no upfront cost or a retained model with a partial fee, ensuring exclusivity and dedicated support throughout the hiring process.

Our Fractional Head of People and HR Advisory services offer flexible, strategic support through part-time or interim roles, as well as comprehensive advisory services to guide crucial HR decision-making.

Lastly, our HR Due Diligence process provides thorough insights into the HR frameworks of target companies, helping mitigate risks across the board.

How do you envision the future of recruiting with the integration of such advanced technologies?

Industry
IT & Software
Company Size
51-200 employees
Headquarters
Singapore , SG
Year Founded
2023
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