Finance

Product Owner – Custodial Wealth Management

INGENworksUnited States🇺🇸United StatesPosted Oct 2, 2026

Quick Overview

Seniority

Mid Senior

Work mode

On Site

Location

United States

Posted

21 hours ago

SAFeScrumAgileJiraStakeholder Management

Job Description

Product Owner – Custodial Wealth Management
Location: Oaks, PA – Remote (F2F Interview)
Remote: Strong remote candidates may be considered
Experience: 8–15 Years
Domain: BFSI / Wealth Management

Must-Have

Custodial Wealth Management experience – mandatory
Data experience – mandatory
Experience with at least one custodial platform: LPL, Fidelity, ORION, or Schwab
Must be comfortable attending an in-person 2nd-round client interview at the client/Coforge office
1st-round interview will be conducted via video

Key Responsibilities

Define product vision, roadmap, priorities, and manage the product backlog.
Create user stories, acceptance criteria, and business requirements.
Lead sprint planning, backlog grooming, reviews, and retrospectives.
Partner with business, advisors, operations, architects, and development teams.
Understand custodial platforms, data domains, and end-to-end data flows.
Define and validate source-to-target data mappings and transformations.
Map custodial extracts to target data warehouse/data models.
Support Wealth Management functions including Portfolio Management, Investment Advisory, Client Onboarding, Trading, Performance Reporting, Client Reporting, Retirement Planning, and Asset Allocation.
Gather requirements from Financial Advisors, Relationship Managers, Operations, and business stakeholders.
Define KPIs and work with analytics/reporting teams to measure outcomes.
Ensure compliance with regulatory and governance requirements.

Required Skills