Product Owner

4 days ago


Charlotte, United States Incedo Inc. Full time

Title: Product Owner/Product ManagerLocation: Fort Mill, SCDuration: Full TimeOverview We’re looking for a Product Owner/Product Manager with strong experience in wealth management or broader financial services. This role will drive product strategy, manage the roadmap and work closely with cross-functional teams to deliver high-value features for our clients.Key Responsibilities • Define and refine product vision, strategy and roadmap for wealth management or financial products. • Translate business goals into clear requirements, user stories and acceptance criteria. • Prioritize the product backlog based on business value, customer impact and technical considerations. • Work closely with engineering, design, compliance and business stakeholders to ensure successful delivery. • Lead refinement sessions, sprint planning and product demos. • Conduct market research, competitor analysis and customer feedback sessions to inform product decisions. • Ensure product decisions align with regulatory and compliance standards in the financial domain. • Track product performance through KPIs and analytics; identify areas for improvement. • Partner with operations, sales and customer success teams to support product launches and adoption. • Manage stakeholder expectations and maintain transparent communication throughout the product lifecycle.Required Qualifications • Bachelor’s degree in Business, Finance, Computer Science or related field. • Proven experience as a Product Owner or Product Manager. • Experience in wealth management, investment platforms, banking or other financial services. • Strong understanding of financial products, workflows and compliance considerations. • Hands-on experience working in Agile environments with engineering teams. • Ability to write clear user stories and translate complex ideas into simple solutions. • Strong communication and stakeholder-management skills.Preferred Qualifications • Experience with portfolio management, trading systems or financial planning tools. • Knowledge of APIs, data platforms or digital transformation programs. • Certifications such as CSPO, SAFe POPM or PMI-ACP.


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