Product Manager

About the Role We are seeking an experienced Product Owner to lead the evolution of our Wealth Management Platform supporting a Family Office environment. The role requires deep understanding of investment operations, portfolio management, reporting, and technology-driven wealth solutions. Key Responsibilities

• Define and maintain product roadmap.
• Manage backlog, user stories and acceptance criteria
• Be part of development along with Architect and use AI coding platform to enhance Platform
• Collaborate with investment teams, operations and technology.
• Manage integrations with custodians, banks, market data providers and accounting systems
• Ensure data quality, reconciliation and security. Wealth Management Domain Knowledge Equities, Mutual Funds, Fixed Income, PMS/AIF, Alternatives, Portfolio Accounting, Corporate Actions, XIRR/TWRR/CAGR, Taxation and Reconciliation. Technical Skills • Strong understanding of APIs, system integrations and enterprise architecture. • Hands-on SQL and database experience (SQL Server, PostgreSQL, MySQL or Oracle). • Ability to write SQL queries and investigate data issues. • Knowledge of cloud platforms (Azure/AWS) and BI tools. AI Enablement • Proficient in AI tools such as Claude, ChatGPT, GitHub Copilot and similar platforms. • Use AI for requirements analysis, prototyping, documentation, testing and automation. • Identify opportunities to apply AI to wealth management workflows. Preferred Profile A techno-functional Product Owner combining Wealth Management expertise, product management skills, technical knowledge and AI-driven innovation.