Job Description

Position: Senior Product Owner (Wealth Management)

Location: Fort Mill, SC | New York, NY | Austin, TX

Experience: 7-10+ Years

Company Overview

Incedo is a US‑based consulting, data science, and technology services firm with more than 3,000 professionals across the US, Mexico, and India. We help clients achieve competitive advantage through end‑to‑end digital transformation, combining deep engineering, data science, and design capabilities with strong domain expertise. Our teams deliver measurable business impact across telecom, banking, wealth management, product engineering, and life sciences & healthcare.

Life at Incedo

At Incedo, you’ll work with industry‑leading clients and collaborate with experts in technology and domain strategy. Our learning platform, Incedo University, supports your growth from day one with structured onboarding, continuous learning programs, and clear career pathways. Whether you aspire to become a program manager, technical architect, or domain specialist, we provide the flexibility and support to help you grow. We also foster a collaborative, engaging workplace with regular team events and a friendly environment.

Our Mission

We enable our clients to maximize business impact from technology by:

• Harnessing the transformational power of emerging technologies
• Bridging the gap between business and engineering 

Role Overview

Incedo 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 Responsibilities

Product 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 Qualifications

Experience

• 7+ years in product management, consulting, or fintech
• Strong experience in Agile / Scrum environments
• Proven ability to lead cross-functional teams without direct authority
• Experience with:
• Trading platforms / order management systems (OMS)
• Wealth management or advisory platforms
• 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 

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