T
Senior Product Owner - Wealth Management, IBOR, and Trade Processing
AI Summary
Lead the product backlog for a wealth management platform, ensuring high-quality solutions aligned with business objectives. Collaborate with cross-functional teams and stakeholders to define and deliver user stories. Ensure regulatory compliance and data accuracy.
Key Highlights
Manage and prioritize product backlog for wealth management and trade processing
Collaborate with stakeholders and Agile teams throughout the delivery lifecycle
Ensure regulatory compliance and data accuracy
Key Responsibilities
Own and manage the product backlog, ensuring items are clearly defined, prioritized, and aligned with business goals
Work closely with stakeholders in Wealth Management, Trading, and Operations to gather and refine business requirements
Translate business needs into user stories with clear acceptance criteria
Provide functional expertise in IBOR, trade lifecycle, positions, transactions, and valuations
Collaborate with Scrum Masters, Developers, QA, and Architects throughout the Agile delivery lifecycle
Participate in sprint planning, backlog grooming, reviews, and retrospectives
Ensure regulatory, compliance, and data accuracy requirements are met
Support UAT planning, execution, and sign-off
Act as the primary point of contact for product-related queries and decisions
Technical Skills Required
Nice to Have
Experience with portfolio management systems (e.g., IBOR/ABOR platforms)
Knowledge of asset classes such as Equities, Fixed Income, Derivatives, or FX
Prior experience working with global stakeholders and distributed teams
CSPO / SAFe PO or similar Agile certification
Exposure to regulatory reporting and compliance in Wealth Management
Technical understanding of APIs, data models, and integration patterns
Job Description
Job SummaryWe are looking for an experienced Product Owner with strong domain expertise in Wealth Management, IBOR (Investment Book of Record), and Trade Processing. The ideal candidate will act as a bridge between business stakeholders and technology teams, owning the product backlog and ensuring delivery of high-quality solutions aligned with business objectives.Key Responsibilities
- Own and manage the product backlog, ensuring items are clearly defined, prioritized, and aligned with business goals
- Work closely with stakeholders in Wealth Management, Trading, and Operations to gather and refine business requirements
- Translate business needs into user stories with clear acceptance criteria
- Provide functional expertise in IBOR, trade lifecycle, positions, transactions, and valuations
- Collaborate with Scrum Masters, Developers, QA, and Architects throughout the Agile delivery lifecycle
- Participate in sprint planning, backlog grooming, reviews, and retrospectives
- Ensure regulatory, compliance, and data accuracy requirements are met
- Support UAT planning, execution, and sign-off
- Act as the primary point of contact for product-related queries and decisions
- 10+ years of experience in Financial Services, with at least 5+ years as a Product Owner
- Strong domain knowledge of Wealth Management platforms, IBOR, and Trade Processing
- Hands-on experience with trade lifecycle (order capture, execution, settlement, and reconciliation)
- Experience working in Agile / Scrum environments
- Excellent stakeholder management and communication skills
- Ability to prioritize competing demands and make data-driven decisions
- Experience with portfolio management systems (e.g., IBOR/ABOR platforms)
- Knowledge of asset classes such as Equities, Fixed Income, Derivatives, or FX
- Prior experience working with global stakeholders and distributed teams
- CSPO / SAFe PO or similar Agile certification
- Exposure to regulatory reporting and compliance in Wealth Management
- Technical understanding of APIs, data models, and integration patterns
Similar Jobs
Explore other opportunities that match your interests
Visa Sponsorship
Relocation
Remote
Job Type
Full-time
Experience Level
Not Applicable
anthropic
United State
Visa Sponsorship
Relocation
Remote
Job Type
Full-time
Experience Level
Not Applicable
RentSpree
United State
Visa Sponsorship
Relocation
Remote
Job Type
Full-time
Experience Level
Executive
student basic needs coalition
United State