Product Owner – Wealth Management

HypTechie; Bengaluru; On-site; INR 3,500,000 - 5,200,000; Full time

Job summary

HypTechie Bengaluru is seeking an experienced Product Owner with deep expertise in Wealth Management, Digital Platforms, and Financial Advisory Tech. You will drive digital transformation and enhance client-advisor collaboration to deliver best-in-class wealth management experiences.

You will lead product strategy, ensure alignment with agile methods, and work across geographies to deliver high-impact, optimized platforms for advisors and clients.

Qualifications

• 7+ years in Product Management, Wealth Management, or Financial Services.
• Experience driving digital transformation in wealth management.
• Experience with advisor-client platform integration.
• Strong analytical and leadership abilities.

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.

Skills

Product management

Wealth management

Digital transformation

Vendor management

Cross-functional leadership

Data-driven decision making

Communication

Education

Bachelor's degree in Business, Finance, Economics, or related field

Job description

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)

Wealth Management | Product Owner | Digital Platforms | Financial Services | Product Management | Agile | Digital Transformation | Investment Platforms | Advisor-Client Integration | Vendor Strategy | OKRs | Client Engagement