Senior Product Owner - Wealth Management
TLDR
Lead product direction across trading systems and vendor integrations to improve advisor tools and trading workflows in a fast-moving fintech environment.
Position: Senior Product Owner - Wealth Management
Location: New York, NY
Experience: 7-10+ Years
Company Overview
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.
Role Overview
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 is a technology-driven platform that transforms how recruiters and candidates connect by leveraging data and automation. Our solutions streamline the hiring process through machine learning, creating private talent pools and automating workflows, ultimately enhancing the quality of candidate evaluation and decision-making. With our no-code tools, we empower organizations to develop tailored recruitment strategies without needing extensive technical skills.
- Founded
- Founded 2023
- Employees
- 51-200 employees
- Industry
- consumer services