Product Owner

Brooksource; Detroit (MI); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Brooksource is seeking an experienced Product Manager to shape the product strategy for wealth and asset management workflows. Hybrid role based in Cincinnati or Detroit, collaborating with advisory, operations and engineering teams to deliver integrated solutions.

You will translate business needs into user stories, own the backlog, and guide agile ceremonies while partnering with data and compliance stakeholders to ensure secure, scalable deployments.

Qualifications

• 3–7+ years of experience in product management, product ownership, or business analysis within financial services.
• Deep understanding of wealth/asset management workflows (portfolio management, trading, advisor portals, CRM, billing/reporting).
• Proven Agile/Scrum experience with Jira/Confluence usage.
• Strong knowledge of data architectures, APIs, and SQL; experience with data governance or analytics is desirable.
• Excellent communication and presentation skills; able to translate tech concepts for business partners.
• Bachelor’s degree in Business, Finance, CS, or related field; CSPO certification or financial licenses are a plus.

Responsibilities

• Drive product strategy and define a clear roadmap aligned with wealth/asset management objectives.
• Own backlog: write user stories, epics, and acceptance criteria.
• Lead Agile ceremonies and sign off on deliverables.
• Collaborate across advisory, operations, compliance, legal, and engineering teams.
• Partner with custodians and data teams to optimize custody, reporting, analytics, and semantic layers.
• Define test strategies with QA, oversee UAT, and manage rollouts and training.

Skills

Product experience

Domain knowledge

Agile/Scrum

Technical skills

Communication

Education & Certs

Education

Bachelor’s degree

Tools

Jira

Confluence

SQL

Job description

Location: Hybrid – Cincinnati, OH or Detroit, MI

Key Responsibilities

• Product Strategy & Roadmap: Drive the product vision and define a clear, actionable roadmap aligned with corporate wealth and asset management strategic objectives.
• Backlog Ownership: Create, groom, and prioritize the product backlog—translating complex business needs into clear user stories, epics, and robust acceptance criteria.
• Agile Execution: Actively lead Agile ceremonies (sprint planning, backlog refinement, daily stand-ups, and sprint reviews) and serve as the final sign-off for completed technical deliverables.
• Stakeholder Management: Collaborate across functions including advisory teams, operations, compliance, legal, and engineering to balance competing priorities and maintain alignment.
• Integrations & Data Oversight: Partner with major external custodians (e.g., Schwab, Fidelity, Pershing) and internal data engineering teams to optimize clearing, custody, and advanced data capabilities (reporting, analytics, and semantic layers).
• Testing & Deployment: Partner with QA to define test strategies, oversee user acceptance testing (UAT), and manage product rollouts, training, and documentation for internal users.

Qualifications & Skills

• Experience: 3–7+ years of experience in product management, product ownership, or business analysis within the financial services industry.
• Domain Knowledge: Deep understanding of wealth management or asset management workflows (e.g., portfolio management, trading/execution, advisor-client portals, trust services, CRM, or billing/reporting).
• Agile Expertise: Proven experience working within an Agile/Scrum framework. High proficiency with tracking tools like Jira and Confluence is required.
• Technical Aptitude: Strong foundational knowledge of data architectures, APIs, and SQL. Experience with financial data governance, analytics, or AI/ML integrations is highly desirable.
• Communication: Exceptional communication and presentation skills, with a proven ability to explain complex technical concepts to business partners and vice versa.
• Education & Certifications: Bachelor’s degree in Business, Finance, Computer Science, or a related field. Scrum Product Owner (CSPO) certification or financial licenses (e.g., Series 7, CFA) are a strong plus.