Product Owner – Wealth Management

Rajeshwari Acharya

2 days ago

Location: Bengaluru

Experience: 7+ Years

Employment Type: Full-time, Permanent

Role Overview

We are seeking an experienced Product Owner with deep expertise in Wealth Management, Digital Platforms, and Financial Advisory Technology. This role involves driving digital transformation, enhancing client-advisor collaboration, and delivering best-in-class wealth management experiences.

Key Responsibilities

Lead product strategy, roadmap, and delivery for wealth management and digital investment platforms.
Integrate advisor and client platforms to optimize engagement and collaboration.
Define product requirements and prioritize features using OKRs and data-driven decision-making.
Manage vendor strategy, including selection and rationalization of wealth technology partners.
Drive product adoption, client engagement strategies, and end-to-end experience transformation.
Collaborate with cross-functional teams across multiple geographies to deliver high-impact solutions.
Partner with stakeholders to influence strategic investment decisions.
Ensure alignment with agile development methodologies for faster delivery and innovation.

Required Skills & Qualifications

Bachelor’s degree in Business, Finance, Economics, or related field.
7+ years of experience in Product Management, Wealth Management, or Financial Services.
Proven track record in digital transformation within wealth management.
Experience with advisor-client platform integration.
Strong knowledge of wealth management products, digital engagement, and client experience strategies.
Expertise in vendor management and selecting technology partners.
Strong analytical, problem-solving, and decision-making skills.
Excellent communication, leadership, and execution abilities.

Preferred Skills

Experience with agile frameworks (Scrum, Kanban).
Knowledge of financial advisory technology and digital wealth platforms.
Familiarity with OKRs and product adoption metrics.

Primary Skills (Keywords)