Senior Product Owner - Wealth Management

Incedo Inc.; Austin (TX); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Incedo Inc. is seeking a Senior Product Owner for Wealth Management in Austin, TX. You will own product strategy, roadmap, and delivery for wealth-management platforms serving advisors, clients, and investment operations.

Ideal candidates bring deep wealth-management domain expertise, strong Agile leadership, and a proven track record of delivering high-impact digital capabilities within broker/dealer ecosystems.

Qualifications

• 7+ years as a Product Owner or Product Manager in wealth management, capital markets, or institutional trading.
• Strong understanding of advisor workflows, client lifecycle, and financial products.

Responsibilities

• Define product vision, roadmap, and long-term strategy for wealth-management capabilities including trading and advisory tools.
• Prioritize features, user stories, and acceptance criteria aligned with advisor needs, regulatory requirements, and business goals.
• Lead sprint planning, grooming, reviews, and retrospectives; be the final arbiter on business value and priorities.
• Partner with advisors, operations, compliance, engineering, and UX to reflect customer and business needs in decisions.
• Improve trading functionality, order routing, OMS workflows, and advisor-facing investment capabilities.
• Support integrations with financial-technology vendors, data platforms, and investment systems.
• Ensure product solutions meet regulatory standards (e.g., SEC, FINRA) and support compliant advisor workflows.
• Use KPIs, analytics, and client insights to inform prioritization and measure product performance.

Skills

Product strategy

Cross-functional leadership

Agile/Scrum

Stakeholder management

Trading platforms

Data-driven decisions

Regulatory alignment

Education

CSPO certification

Tools

Order management systems (OMS)

Job description

Position: SeniorProduct Owner – Wealth Management

Location: Austin, TX (Hybrid)

Company Overview

Incedo is a US-based consulting, data science and technology services firm with over 4000 people helping clients from our six offices across US, Mexico and India. We help our clients achieve competitive advantage through end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering, data science, and design capabilities coupled with deep domain understanding. We combine services and products to maximize business impact for our clients in telecom, Banking, Wealth Management, product engineering and life science& healthcare industries.

Role Overview

This role leads product strategy, roadmap execution, and delivery for wealth‑management platforms supporting advisors, clients, and investment operations. You will drive enhancements across trading workflows, portfolio tools, advisor experiences, and integrated financial‑technology ecosystems. The ideal candidate brings deep domain expertise in wealth management products, strong Agile leadership, and a track record of delivering high‑impact digital capabilities.

Key Responsibilities

• Product Strategy — Define product vision, roadmap, and long‑term strategy for wealth‑management capabilities including trading, advisory tools, and investment workflows.
• Backlog Ownership — Prioritize features, user stories, and acceptance criteria aligned with advisor needs, regulatory requirements, and business goals.
• Agile Execution — Lead sprint planning, grooming, reviews, and retrospectives; serve as the final authority on business value and priorities.
• Stakeholder Management — Partner with advisors, operations, compliance, engineering, and UX to ensure product decisions reflect customer and business needs.
• Trading & Investment Platform Enhancements — Improve trading functionality, order routing, OMS workflows, portfolio management tools, and advisor‑facing investment capabilities.
• Vendor & Platform Integration — Support integrations with financial‑technology vendors, data platforms, and investment systems.
• Risk, Compliance & Regulatory Alignment — Ensure product solutions meet regulatory standards (e.g., SEC, FINRA) and support compliant advisor workflows.
• Data‑Driven Decisions — Use KPIs, analytics, and client insights to inform prioritization, measure product performance, and drive continuous improvement.

Required Qualifications

• 7+ years as a Product Owner or Product Manager in wealth management, capital markets or institutional trading.
• Strong understanding of advisor workflows, client lifecycle, portfolio management, and financial products (equities, mutual funds, etc).
• Experience with trading platforms, order management systems (OMS), and/or advisor‑facing investment tools.
• Proven ability to lead cross‑functional teams without direct authority.
• Strong analytical, communication, and stakeholder‑influencing skills.
• Ability to translate complex business needs into clear technical requirements and user stories.
• Experience working in Agile/Scrum environments.

Preferred Qualifications

• CSPO or similar certification.

Success Indicators

• Delivery of high‑impact features that improve advisor efficiency and client outcomes.
• Clear, actionable product roadmaps aligned with business priorities.
• Strong cross‑functional relationships and effective communication across business and technology teams.
• Measurable improvements in product adoption, performance, and user satisfaction.