Incedo Inc. · 1 day ago
Senior Product Owner(Wealth Management)
DC-Baltimore Area
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expIncedo Inc. is seeking an experienced Senior Product Owner with deep expertise in Wealth Management and Data. This role involves leading the design, development, and delivery of innovative, data-driven solutions while serving as a strategic liaison between business stakeholders and technology teams.
AnalyticsConsultingFinancial ServicesIT ManagementLife ScienceSoftwareTelecommunications
Hiring Manager
Shubhangini (Shubhi) Srivastava
Responsibilities
Define and own the product vision and roadmap for Wealth Management Data Products (e.g., Client 360, investment analytics, advisor dashboards, financial planning tools)
Translate business requirements into actionable user stories with clear acceptance criteria
Prioritize and manage product backlogs aligned with business objectives and regulatory standards
Collaborate with cross-functional teams including advisors, data engineers, UX designers, and compliance
Partner with data architects and engineers to design scalable, reliable data products leveraging structured and unstructured data
Define data contracts and quality standards for Wealth Management use cases
Ensure compliance with regulatory and risk frameworks (e.g., KYC, AML, fiduciary rules)
Monitor product performance and adoption; iterate based on feedback and usage analytics
Act as the voice of the customer (internal advisors, end-clients, compliance teams) throughout the product lifecycle
Conduct regular product reviews and demos with stakeholders
Communicate progress, risks, and dependencies transparently
Qualification
Required
10+ years of experience as a Product Owner or Product Manager, with 3–5 years in Wealth Management
Strong understanding of Wealth Management products: portfolio management, client onboarding, investment advisory, performance reporting
Proven experience building data-driven products (data lakes, data marts, analytics platforms, reporting tools)
Expertise in Agile methodologies (Scrum, SAFe)
Experience with cloud data platforms (e.g., AWS)
Knowledge of data governance, privacy, and financial compliance (SEC, FINRA, GDPR)
Proficiency in SQL and data modeling
Bachelor's degree in Business, Finance, Computer Science, or related field
Preferred
MBA or advanced degree preferred
Company
Incedo Inc.
Incedo is a New Jersey headquartered, digital, data analytics and technology services firm.
1001-5000 employees
H1B Sponsorship
Incedo Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (108)
2024 (145)
2023 (97)
2022 (114)
2021 (54)
2020 (67)
Funding
Current Stage
Late StageLeadership Team
Nitin Seth
Co-Founder and Chief Executive Officer
Recent News
Company data provided by crunchbase