Position: Product Owner - Wealth Management
Location: Fort Mill, SC
Experience: 5-10+ Years
Role OverviewIncedo is seeking a Product Owner within Product Management to support trading and investment platforms. This role acts as a trusted business partner, driving strategy, leading cross-functional teams, and delivering solutions that enhance advisor experience, trading capabilities, and operational efficiency.
You'll work across trading systems, vendor integrations, and investment platforms-owning product direction in a fast-moving fintech environment.
Key ResponsibilitiesProduct Ownership & Agile Execution- Own and manage the product backlog, ensuring alignment with business goals
- Define and prioritize features, user stories, and acceptance criteria
- Serve as the final authority on priorities and business value within Agile teams
- Participate in Agile ceremonies (sprint planning, reviews, retrospectives)
Strategy & Stakeholder Management- Act as the voice of the business, advisor, and client
- Partner with stakeholders across technology, operations, compliance, and business teams
- Communicate product vision and roadmap clearly at sprint and release levels
- Drive data-informed decisions and business case development
Trading / Investment Platform Focus- Improve trading functionality, order management, and trade routing workflows
- Support advisor-facing investment tools and portfolio management capabilities
- Work with vendor-integrated platforms and financial systems
- Ensure solutions align with the full lifecycle of trading and wealth management
Delivery & Performance- Define KPIs and track product performance, client satisfaction, and efficiency
- Ensure solutions meet regulatory and compliance requirements
- Continuously evaluate industry trends and fintech innovations
Required QualificationsExperience- 5+ years in product management, consulting, or fintech
- Experience as a Product Owner or Product Manager
- Strong experience in Agile / Scrum environments
- Trading platforms / order management systems (OMS), Wealth Management or Wealth Advisory platforms
- Experience with financial products (equities, mutual funds, etc.)
- Understanding of advisor workflows and client lifecycle
Skills- Strong analytical and problem-solving ability
- Excellent communication and stakeholder management
- Ability to translate business needs into technical requirements
- Experience influencing senior leadership decisions
Preferred- Certified Scrum Product Owner (CSPO) or similar
- Experience with vendor integrations and financial technology ecosystems
- Exposure to model management, portfolio tools, or advisory platforms
