Job Description

Job Title: Product Owner – Wealth Management (IBOR Mandatory)

Location: Fort Mill, SC

Work Model: Hybrid

Duration- Full-Time

Job Summary

We are seeking an experienced Product Owner with strong Wealth Management domain expertise and mandatory IBOR (Investment Book of Record) experience to lead product development initiatives supporting front-office and investment operations. This role partners closely with business stakeholders, technology teams, and vendors to deliver scalable, high-quality solutions aligned with strategic objectives.

Key Responsibilities

• Own and manage the product backlog, ensuring alignment with business priorities and regulatory requirements
• Act as the primary liaison between wealth management business stakeholders and technology teams
• Translate business needs into clear user stories, acceptance criteria, and functional requirements
• Lead backlog grooming, sprint planning, and prioritization activities
• Ensure accurate representation and integration of IBOR data across systems (positions, transactions, cash, cost basis, performance, etc.)
• Collaborate with architects, developers, QA, and downstream consumers to deliver end-to-end solutions
• Support UAT, release planning, and post-implementation reviews
• Identify dependencies, risks, and mitigation strategies throughout the delivery lifecycle
• Drive continuous improvement of product processes and data quality

Required Qualifications

• 10+ years of experience as a Product Owner, Business Analyst, or similar role
• Strong Wealth Management experience (portfolio management, trading, operations, or advisory platforms)
• Mandatory hands-on experience with IBOR platforms (e.g., Charles River, Aladdin, SimCorp, Eagle, etc.)
• Deep understanding of investment data: positions, trades, corporate actions, pricing, and performance
• Experience working in Agile/Scrum environments
• Strong communication skills with the ability to engage both technical and non-technical stakeholders

Preferred Qualifications

• Experience with front-office or middle-office systems
• Familiarity with ABOR, PBOR, or data integration architectures
• Financial services certifications (CFA, CSPO, SAFe PO/PM)
• Experience supporting regulatory or reporting initiatives

Why Join Us

• Work on mission-critical platforms supporting wealth management clients
• Hybrid work model with a collaborative team environment
• Opportunity to influence product strategy and delivery

Seniority Level

Mid-Senior level

Industry

• Data Infrastructure and AnalyticsBroadcast Media Production and Distribution

Employment Type

Full-time

Job Functions

• AnalystManagementBusiness Development

Skills

• BusinessInvestmentsWealth Management ServicesBusiness RequirementsMitigation StrategiesFinancial ServicesScrumRegulatory RequirementsAgile MethodologiesFunctional Re

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