Full-time
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Product Owner for Financial Planning Tools
Posted by Conquest Planning Inc. • June 05, 2026
Description
Enhance financial planning outcomes as a Product Owner for Client-Facing Tools. Define critical product requirements while collaborating with engineering and UX teams for successful feature delivery.
You will play a vital role in shaping product improvements based on the needs of users in the financial industry. This position requires a deep understanding of advisor workflows and the ability to create clear, actionable requirements. Your expertise will ensure that solutions are user-centric and aligned with business objectives.
Key Responsibilities:
• Develop and define product requirements for features
• Oversee the product backlog in line with strategic goals
• Provide clear direction during sprint planning sessions
• Collaborate closely with UX and engineering teams
• Validate completed features through testing processes
Requirements:
• 3+ years in a Product Owner or related role
• Proven experience in Financial Planning or WealthTech
• Bachelor's de...
You will play a vital role in shaping product improvements based on the needs of users in the financial industry. This position requires a deep understanding of advisor workflows and the ability to create clear, actionable requirements. Your expertise will ensure that solutions are user-centric and aligned with business objectives.
Key Responsibilities:
• Develop and define product requirements for features
• Oversee the product backlog in line with strategic goals
• Provide clear direction during sprint planning sessions
• Collaborate closely with UX and engineering teams
• Validate completed features through testing processes
Requirements:
• 3+ years in a Product Owner or related role
• Proven experience in Financial Planning or WealthTech
• Bachelor's de...
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