Product Owner / Product Manager (Wealth Management Domain)

Job Title: Product Owner / Product Manager (Wealth Management Domain)

Location: King of Prussia, PA 19406 (Hybrid 3 days Onsite/Week)

Duration: 6+ Months (Contract to Hire)

Rate: $Market/Hour W2 AND VISA INDEPENDENT CANDIDATES

Summary:

We are seeking a strategic, results-driven Product Owner/Manager with deep domain expertise in wealth management, including investment advisory, portfolio management, financial planning, and/or digital wealth platforms. The ideal candidate will drive the vision, roadmap, and execution of digital solutions tailored for high-net-worth clients, advisors, and wealth management operations.

Required Experience:

• 5+ years as a Product Owner/Manager in financial services or fintech

• 2+ years specifically in wealth management (e.g., portfolio platforms, digital investing, private banking tools)

• Strong grasp of industry regulations (SEC, FINRA, MiFID II) and KYC/AML processes

• Experience with Agile/Scrum delivery and tools like Jira, Confluence, Azure DevOps

• Familiarity with wealth CRM systems (e.g., Salesforce Financial Services Cloud), portfolio analysis tools, and financial data integrations