Wealth Dynamix · 5 hours ago
AI Product Owner - Fintech - Remote
United States
Full-time
Remote
Mid Level
3+ years expWealth Dynamix is an award-winning FinTech firm looking for an analytical self-starter to join their team as an AI Product Owner. The role involves defining, shaping, and delivering AI capabilities across their product suite, acting as a bridge between clients and engineering teams to ensure robust and ethical AI solutions.
CRMFinancial ServicesFinTechSoftwareWealth Management
Responsibilities
Own the roadmap for AI‑related capabilities across core, on‑prem, and SaaS product lines
Prioritise and refine the AI product backlog using a blend of client insight, data, feasibility and strategic direction
Translate complex business problems into AI feature specifications with clear user stories and acceptance criteria
Act as the primary point of contact for clients regarding AI features and capabilities
Run discovery sessions to understand client expectations and ensure solutions are technically realistic and responsible
Educate clients on AI capabilities, limitations, risks, and ethical considerations—ensuring expectations are managed appropriately
Bridge feedback from wealth management clients into actionable product initiatives
Work hands‑on with AI engineers, data teams, and developers throughout the SDLC to ensure features meet product standards and client goals
Participate in sprint planning, backlog refinement, and release planning for AI‑related workstreams
Ensure that AI features are production‑ready, testable, explainable, and compliant with relevant regulations
Define and support testing processes for AI features, including explainability validation, model behaviour checks, and UAT
Ensure alignment with data privacy regulations, model governance best practices, and ethical AI principles
Support safe deployment of AI features across both SaaS and on‑prem environments
Provide thought leadership internally regarding new AI capabilities, risks, and opportunities
Support Sales, Product Marketing, and Client Success teams with understanding and articulating our AI value proposition
Contribute to building a scalable and repeatable framework for AI feature development and deployment
Qualification
Required
1+ year hands‑on experience owning or delivering AI features with clients (NLP, machine learning, generative AI, predictive modelling, workflow intelligence, etc.)
3 years of experience in end‑to‑end SDLC delivery of a digital product—not just business change or transformation
Experience working in the wealth management sector, private banking, or financial technology
Proven ability to challenge, refine, and shape client requirements rather than simply relaying them
Experience writing high‑quality user stories, product documentation, and acceptance criteria
Strong understanding of Agile/Scrum product development
Confident, flexible and excellent communicator with the ability to simplify complex AI concepts for non‑technical audiences and engage with developers in technical details
Ability to work cross‑functionally with engineering, product, design, and client‑facing teams
Demonstrates a strong product-focused mindset, proactively soliciting customer feedback and translating insights into actionable user stories
Preferred
Familiarity with Microsoft Dynamics or similar enterprise platforms
Experience supporting both SaaS and on‑prem product deployments
Understanding of AI governance, data privacy, ethical AI principles, and model explainability
Familiarity with REST APIs, Python and Containerisation technologies
Experience working in a start-up or scale-up environment
Benefits
We take career progression seriously, with investment into new and existing employee learning and development.
Company
Wealth Dynamix
Wealth Dynamix is a leading provider of Client Lifecycle Management (CLM) technology platforms.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2023-01-26Acquired
Leadership Team
Robert Roome
Chief Strategy Officer | Board Member
Recent News
FinTech Global
2025-06-04
Company data provided by crunchbase