Must-Have
- Custodial Wealth Management experience – mandatory
- Data experience – mandatory
- Experience with at least one custodial platform: LPL, Fidelity, ORION, or Schwab
- Must be comfortable attending an in-person 2nd-round client interview at the client/Coforge office
- 1st-round interview will be conducted via video
Key Responsibilities
- Define product vision, roadmap, priorities, and manage the product backlog.
- Create user stories, acceptance criteria, and business requirements.
- Lead sprint planning, backlog grooming, reviews, and retrospectives.
- Partner with business, advisors, operations, architects, and development teams.
- Understand custodial platforms, data domains, and end-to-end data flows.
- Define and validate source-to-target data mappings and transformations.
- Map custodial extracts to target data warehouse/data models.
- Support Wealth Management functions including Portfolio Management, Investment Advisory, Client Onboarding, Trading, Performance Reporting, Client Reporting, Retirement Planning, and Asset Allocation.
- Gather requirements from Financial Advisors, Relationship Managers, Operations, and business stakeholders.
- Define KPIs and work with analytics/reporting teams to measure outcomes.
- Ensure compliance with regulatory and governance requirements.
Required Skills
- 8+ years BFSI experience
- 3+ years Product Owner/Product Manager experience
- Strong Wealth Management / Custodial Management experience
- Hands-on/domain experience with LPL, Fidelity, ORION, or Schwab
- Strong Data / Data Mapping / Data Integration experience
- Agile/Scrum, backlog management, user stories, roadmap and release planning
- Strong stakeholder management and communication
- API/Microservices and data analytics knowledge
- Experience with Jira, Azure DevOps, or similar tools
Preferred
- CSPO / SAFe POPM / CFA / CFP
- Salesforce Financial Services Cloud
- Charles River, Aladdin, Pershing, Fidelity Wealthscape, or Envestnet
- AWS/Azure experience
- Bachelor's degree; MBA preferred
Rate:
Not specified
Location:
Remote
IR35 Status:
Outside
Remote Status:
Remote
Industry:
Product Management
Seniority Level:
Senior