Senior Data Product Owner

Incedo Inc.; Charlotte (NC); On-site; USD 120,000 - 160,000; Full time

Job summary

Incedo Inc. is seeking a Senior Data Product Owner to lead a strategic wealth management transformation.

You will bridge business stakeholders with technology teams, shaping the vision, roadmap, and delivery of enterprise data products that support advisor platforms, operations, and client analytics. You will partner with executives, data engineers, governance, and analytics teams to deliver scalable data solutions, drive adoption, measure impact with KPIs, and improve decision-making and client

Qualifications

• 7–10+ years leading product ownership roles in data/BI environments.
• Experience delivering enterprise data, analytics, BI, or data platforms.
• Strong Agile/Scrum knowledge and product delivery practices.
• Proven ability writing user stories and managing backlogs.
• Partner with business stakeholders and technical teams effectively.
• Excellent communication and requirements-gathering skills.
• Domain expertise in Wealth Management or related financial services.

Responsibilities

• Own end-to-end lifecycle of enterprise data products from ideation to adoption.
• Collaborate with wealth management, operations, compliance, and stakeholders to refine requirements.
• Define product vision, roadmaps, value propositions, and success metrics.
• Translate objectives into epics, features, and user stories for Agile teams.
• Prioritize backlogs based on value, regulatory needs, and strategy.
• Work with data engineering, architecture, analytics, governance, and reporting teams.
• Drive enterprise reporting, dashboards, data marts, and analytics initiatives.
• Ensure governance, data quality, and regulatory compliance.
• Lead sprint planning, backlog grooming, UAT, releases, and demos.
• Serve as liaison between business and technical teams throughout lifecycle.
• Measure adoption, performance, and business impact using KPIs.

Skills

PO/Data Product Owner

Agile/Scrum

Stakeholder management

User stories

Requirements gathering

Data governance

Wealth management domain

Communication

Tools

Snowflake

Databricks

Azure

AWS

SQL

Power BI

Tableau

Jira

Confluence

Job description

ABOUT US

Incedo is a global AI, data, and digital transformation specialist that helps leading enterprises drive innovation and business growth through technology. With over 4,000 professionals across the US, Canada, Latin America, and India, Incedo combines expertise in AI, data analytics, and digital engineering to deliver impactful solutions across Banking & Payments, Telecom, Hi-Tech, Wealth Management, and Life Sciences. At Incedo, we foster a culture of innovation, collaboration, and continuous learning, empowering our people to solve complex challenges and shape the future of technology.

THE ROLE

We are seeking an experienced Senior Data Product Owner to join a strategic wealth management transformation initiative. In this role, you will serve as the critical link between business stakeholders and technology teams, driving the vision, roadmap, and delivery of enterprise data products that support advisor platforms, investment operations, client analytics, reporting, and wealth management business functions.

This position is ideal for a product leader who combines strong data product ownership experience with deep knowledge of wealth management, investment advisory services, asset management, or related financial services domains. You will partner closely with business executives, advisors, operations leaders, data architects, engineers, analytics teams, and product stakeholders to deliver scalable, high-impact data solutions that improve decision‑making, operational efficiency, and client outcomes.

WHAT YOU'LL DO

• Own the end-to-end lifecycle of enterprise data products, from ideation and requirements gathering through delivery, adoption, and continuous enhancement
• Partner with wealth management, investment, operations, compliance, and business stakeholders to identify, prioritize, and refine product requirements
• Define product vision, strategic roadmaps, business value propositions, and success metrics for data‑driven initiatives
• Translate business objectives into epics, features, user stories, and acceptance criteria for Agile delivery teams
• Manage and prioritize product backlogs based on business value, regulatory requirements, stakeholder needs, and strategic objectives
• Collaborate with data engineering, architecture, analytics, governance, and reporting teams to deliver scalable data products and platforms
• Drive requirements for enterprise reporting, dashboards, data marts, analytical products, and data management initiatives
• Ensure data products align with governance standards, data quality expectations, compliance requirements, and business processes
• Facilitate sprint planning, backlog grooming, user acceptance testing, release planning, and stakeholder demonstrations
• Serve as the primary liaison between business stakeholders and technical teams throughout the product lifecycle
• Measure product adoption, performance, and business impact using KPIs, analytics, and stakeholder feedback
• Champion continuous improvement initiatives that enhance data accessibility, usability, and business value

WHAT YOU BRING

Must Haves

• 7–10+ years of experience as a Product Owner, Data Product Owner, Business Product Owner, or similar product leadership role
• Experience delivering enterprise data, analytics, business intelligence, reporting, or data platform initiatives
• Strong understanding of Agile/Scrum methodologies, product ownership practices, and product delivery frameworks
• Proven experience writing user stories, managing product backlogs, and defining acceptance criteria
• Ability to effectively partner with both business stakeholders and technical delivery teams
• Strong communication, facilitation, stakeholder management, and requirements‑gathering skills
• Experience translating complex business requirements into scalable technical solutions
• Domain expertise in one or more of the following areas:
• Wealth Management, Wealth Advisory, Registered Investment Advisory (RIA), Asset Management, Investment Management, Brokerage Services, Financial Planning, Retirement Services, Capital Markets, Investment Operations

Good to Have

• Experience supporting advisor platforms, client reporting, portfolio management systems, or investment analytics solutions
• Knowledge of investment products including equities, fixed income, mutual funds, ETFs, alternatives, and managed accounts
• Familiarity with client onboarding, advisor workflows, portfolio construction, trading platforms, and performance reporting processes
• Experience with data governance, metadata management, master data management, and data quality initiatives
• Knowledge of cloud-based data platforms and modern data architecture patterns
• Experience operating within highly regulated financial services environments
• Hands‑on exposure to technologies such as Snowflake, Databricks, Azure, AWS, SQL, and enterprise data warehousing solutions
• Experience with reporting and visualization tools including Power BI, Tableau, or comparable BI platforms
• Familiarity with Jira, Confluence, and Agile product management toolsets
• Understanding of data modeling concepts and enterprise data governance frameworks

WHY YOU'LL LIKE IT HERE

• Drive strategic data transformation initiatives within one of the industry's leading wealth management environments
• Partner with business leaders, advisors, investment teams, and technology organizations to build impactful data products
• Influence the future of data‑driven decision‑making across wealth management, advisory, and investment operations functions
• Work alongside industry‑leading consultants, architects, engineers, and analytics professionals
• Employee‑first culture focused on innovation, growth, collaboration, and continuous learning
• Opportunities to advance into senior product leadership, strategy, and client‑facing leadership roles

EQUAL OPPORTUNITY

We are an equal opportunity employer and celebrate diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to creating an inclusive environment for all employees.