We’re seeking a future team member for the role of Product Owner / Manager to join our Wealth Reporting, Wealth Service Platform team. This role is located in Jersey City, NJ.
In this role, you’ll make an impact in the following ways:
Own and manage the product backlog and near-term roadmap, ensuring priorities align with business objectives and delivery goals.
Lead Agile ceremonies across the pod, track team velocity, and identify opportunities to improve execution efficiency.
Define and maintain clear user stories and requirements through structured refinement and close partnership with stakeholders.
Guide technical product decisions, monitor product performance, and analyze key metrics to support informed decision-making and continuous improvement.
Partner with cross-functional teams across product, engineering, design, and data to deliver wealth reporting capabilities that align to client needs, business priorities, and platform strategy.
Translate stakeholder feedback, reporting requirements, and strategic objectives into clearly defined priorities, actionable requirements, and measurable delivery outcomes.
To be successful in this role, we’re seeking the following:
Bachelor's degree in business management or related discipline, or equivalent work experience required.
4-5+ years of product experience with expertise in creating strategic product roadmaps and working with cross-functional teams in a highly matrixed environment.
Experience in the financial industry preferred.
Proven experience building and launching products from ideation through launch and revision.
Deep knowledge and experience in agile methodologies, including working with multiple scrum teams on simultaneous builds.
Experience managing daily technical and design direction.
Experience working with a WealthTech Platform and/or Performance Reporting.
CFA / CIPM is a plus.
Knowledge of portfolio accounting, performance measurement, benchmark construction, and client reporting concepts.
Familiarity with advisor, client, and operational workflows within wealth management or investment reporting platforms.
Ability to translate complex business, reporting, and data requirements into clear product requirements, user stories, and delivery priorities.
Strong analytical skills with experience using product metrics, user feedback, and business insights to inform prioritization and continuous improvement.
Experience partnering with engineering, UX, and data teams to deliver scalable, user-centric product capabilities.
Strong stakeholder management, communication, and organizational skills, with the ability to influence across business and technology teams.
Familiarity with reporting data structures, integrations, and platform dependencies that support high-quality client-facing outputs.