Product Owner - Wealth Management
Qode · South Carolina, South Carolina, United States · Posted Jul 7, 2026
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Position: Product Owner - Wealth Management
Location: Fort Mill, SC
Experience: 5-10+ Years
Company Overview
Incedo is a US‑based consulting, data science, and technology services firm with more than 4,000 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.
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
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