Product Owner-Data Visualization (Locals Only)

Description: Location: Oaks, PA (Hybrid- 3days onsite in a week) Local candidates only Must have with expertise in Analytical Dashboard/ Reporting for systems. Job Description: • Define, build, and own the roadmap for wealth management platforms, aligning with business objectives and client needs. • Translate user needs into detailed user stories and acceptance criteria, maintaining a prioritized product backlog. • Partner with advisors, marketing, compliance, and technology teams to deliver high-quality, secure products. • Participate Scrum ceremonies (sprint planning, stand-ups, retro) and guide the team in producing high-value, scalable solutions. • Use data, research, and design thinking to enhance client-facing digital platforms. Basic Qualifications: (what are the skills required to this job with minimum years of experience on each) • Experience: 5+ years of experience as a Product Owner or in a similar role. • Domain Knowledge: 5+ years of experience in Wealth Management • Technical Knowledge: 5+ years of experience with Analytical Dashboard/ Reporting for Financial systems using tools like (but not limited to) Power BI with knowledge of SQL • Agile Expertise: Proficiency in Scrum methodology and tools like JIRA. • Education: Bachelor’s degree in Business, Finance, or Technology.