





Metro location and common product-owner title increase applicant density despite domain specialization.
Strong wealth management and regulatory domain requirements reduce cross-industry transferability.
Explicit 6+ years, mandatory PO experience, and regulated financial services requirements raise screening rigor.
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End-to-end ownership of workflow transformation products from ideation through delivery, adoption, and measurable business outcomes in Wealth Management operations.
Modernize legacy workflows into scalable, automation-first solutions using deterministic automation and AI-enabled capabilities ensuring compliance and operational resilience.
Collaborate in a global onsite–offshore model to deliver, document, and drive adoption of high-impact workflow solutions with U.S.-based teams.
6+ years in product management, consulting, or program/project leadership, preferably in financial services or regulated industries.
3+ years as a hands-on Product Owner in an agile environment with direct accountability for delivery outcomes.
Experience with offshore/onsite global delivery models, preferably with U.S.-based teams.
Experience in Wealth Management or Financial Services with familiarity in advisory platforms or brokerage operations.
Strong product ownership mindset with focus on discovery through value realization and measurable outcomes.
Experience driving workflow automation and AI-enabled transformation within regulated Wealth Management or financial operations.
Proven ability to lead distributed teams across time zones with disciplined communication, documentation, and delivery excellence.