Hiring: Product Owner with strong Agile methodologies (Scrum, SAFe); certifications like CSPO or SAFe PO/PM added advantage. - 9+ Yrs Expd + Wealth management, private banking, or fintech is needed

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nara...@3mkllc.com

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Nov 20, 2025, 2:18:55 PMNov 20

to direct-client-requirements3, direct-client-requirements4, Steve 3MKLLC

Hello,
Greetings for the day!!!
Please review the below roles and advise the best time to connect with you. If you are interested, you can reach me on Linkedin: www.linkedin.com/in/narayanarao2 and share resumes to nara...@3mkllc.com

Note: WANT TO GET MY DIRECT CLIENT REQUIREMENTS DAILY? Please click on this link and clink on “Ask to join Group” - https://groups.google.com/u/1/g/direct-client-requirements3 (Cntrl+Click on this link)

Hiring: Product Owner with strong Agile methodologies (Scrum, SAFe); certifications like CSPO or SAFe PO/PM added advantage. - 9+ Yrs Expd + Wealth management, private banking, or fintech is needed

Location: Chicago, IL

Rate: Open / hr

Contract: Long Term

JD:

Seeking Product Owner to lead the strategy, development, and delivery of digital wealth management solutions. This role will focus on enhancing advisor and client experiences through innovative platforms, driving transformation initiatives, and ensuring alignment with business objectives.

Qualifications:

· 7+ years of experience in product management within wealth management, private banking, or fintech.

· Strong understanding of advisor compensation, billing systems, and investment workflows.

· Proven experience in agile methodologies (Scrum, SAFe); certifications like CSPO or SAFe PO/PM added advantage.

· Bachelor’s degree in Finance, Business, Economics, or related field; MBA is a plus.

· Familiarity with tools such as JIRA, Confluence, Miro, and wealth-tech platforms.

Key Responsibilities:

· Define and own the product vision, strategy, and roadmap for wealth management platforms.

· Manage the product backlog, write user stories, and prioritize features for agile delivery.

· Collaborate with engineering, UX, compliance, and operations teams to deliver high-quality solutions.

· Act as a subject matter expert in areas such as fee billing, commissions, advisor compensation, and managed investments.

· Engage with stakeholders to gather requirements, validate features, and ensure alignment with business goals.

· Monitor product performance metrics, adoption rates, and continuously optimize user experience.

· Oversee vendor relationships and manage platform implementations (e.g., Varicent, Temenos, robo-advisory tools).

· Ensure compliance with regulatory and risk frameworks throughout the product lifecycle.

Thanks & Regards,

Narayana Rao

Sr Manager (Recruitments)

3MK Software Solutions LLC

Email: nara...@3mkllc.com

Website: http://3mkllc.com/

Connect me on Linkedin too for daily updates and REQUIREMENTS: linkedin.com/in/narayanarao2

Note: WANT TO GET MY DIRECT CLIENT REQUIREMENTS DAILY? Please click on below link and clink on “Ask to join Group”