Wealth Management: Senior Product Owner for Advisor Tools

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

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.