Product Owner (Charlotte)

Title : Product Owner / Product Manager

Location : Fort Mill, SC

Duration : Full Time

Overview

Were looking for a Product Owner / Product Manager with strong experience in wealth management or broader financial services. This role will drive product strategy, manage the roadmap and work closely with cross-functional teams to deliver high-value features for our clients.

Key Responsibilities

Define and refine product vision, strategy and roadmap for wealth management or financial products.

Translate business goals into clear requirements, user stories and acceptance criteria.

Prioritize the product backlog based on business value, customer impact and technical considerations.

Work closely with engineering, design, compliance and business stakeholders to ensure successful delivery.

Lead refinement sessions, sprint planning and product demos.

Conduct market research, competitor analysis and customer feedback sessions to inform product decisions.

Ensure product decisions align with regulatory and compliance standards in the financial domain.

Track product performance through KPIs and analytics; identify areas for improvement.

Partner with operations, sales and customer success teams to support product launches and adoption.

Manage stakeholder expectations and maintain transparent communication throughout the product lifecycle.

Required Qualifications

Bachelors degree in Business, Finance, Computer Science or related field.

Proven experience as a Product Owner or Product Manager.

Experience in wealth management, investment platforms, banking or other financial services.

Strong understanding of financial products, workflows and compliance considerations.

Hands-on experience working in Agile environments with engineering teams.

Ability to write clear user stories and translate complex ideas into simple solutions.

Strong communication and stakeholder-management skills.

Preferred Qualifications

Experience with portfolio management, trading systems or financial planning tools.

Knowledge of APIs, data platforms or digital transformation programs.

Certifications such as CSPO, SAFe POPM or PMI-ACP.