Incedo Inc. · 6 hours ago
Senior Product Owner
Fort Mill, SC
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expIncedo Inc. is seeking a skilled and strategic Tech Product Owner with a strong background in Wealth Management and Data. This individual will drive the design, development, and delivery of data-driven solutions, acting as a bridge between business stakeholders, data engineers, and technology teams to enhance client experience and advisor effectiveness.
AnalyticsConsultingFinancial ServicesIT ManagementLife ScienceSoftwareTelecommunications
Hiring Manager
Manvendra (Manav) Singh
Responsibilities
Define and own the product vision and roadmap for WM Data Products (e.g., client 360, investment analytics, advisor dashboards, financial planning tools)
Translate business requirements into user stories with clear acceptance criteria
Prioritize and manage product backlogs in line with business goals and regulatory requirements
Collaborate with cross-functional teams including Wealth Management 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 data quality requirements for Wealth Management use cases
Ensure alignment of data products with regulatory and risk frameworks (e.g., KYC, AML, fiduciary rules)
Monitor product performance and adoption; refine features based on feedback and usage data
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
Manage expectations and communicate progress, risks, and dependencies transparently
Qualification
Required
10+ years of experience as a Product Owner or Product Manager, with at least 3-5 years in Wealth Management
Strong understanding of Wealth Management products: portfolio management, client onboarding, investment advisory, performance reporting
Experience working on or building data-driven products: data lakes, data marts, analytics platforms, reporting tools
Proven track record of working in Agile environments (Scrum, SAFe)
Experience with cloud data platforms (e.g., AWS)
Knowledge of data governance, privacy, and financial compliance (e.g., SEC, FINRA, GDPR)
Coding of SQL, data modeling experience
Bachelor's degree in Business, Finance, Computer Science, or related field
Preferred
MBA or related advanced degree
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
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