Product Owner

Job Title: Product Owner – Wealth Management (Performance Reporting)

Experience: 12–15 years

Location: Austin or Dallas

Incedo Inc. is a high-growth Digital, Data and AI Transformation Specialist firm headquartered in New Jersey. We are a long-term strategy execution partner for Fortune 500 enterprises, operating at the intersection of business and technology across Banking & Payments, Wealth Management, Telecom, Hi-Tech, and Life Sciences

.We are building Incedo 4.0 - an AI-native, execution-focused, founder-led organization designed for scale, speed, and long-term impact

.Incedo delivers ROI from AI @ Scale through the “Power of 3”

:• Deep domain expertis

e• AI & Data capabilitie

s• Engineering & Operations excellenc

e

Role Overvi

ewWe are looking for a seasoned Product Owner – Wealth Management with deep expertise in performance reporting across wealth platforms. The ideal candidate will have prior experience working with leading wealth management platform providers or consulting firms and bring strong domain knowledge across portfolio performance, client reporting, and advisor analytic

s.This role will drive product vision, requirements, and delivery for next-generation performance reporting solutions for client capabilities supporting advisors, clients, and enterprise leadershi

p.

Key Responsibilit

iesProduct Ownership & Strat

• egyDefine and own product vision and roadmap for performance reporting solution implementation for clie
• ntsTranslate business and advisor needs into clear product features, user stories, and acceptance criter

ia.Performance Reporting Expert

• iseLead design and implementation of portfolio performance, composite reporting, and client reporting solutio
• ns.Ensure accurate calculation and reporting of returns (TWRR, MWRR, IRR), benchmarks, attribution, and composit
• es.Partner with data and engineering teams to ensure high-quality, reconciled, and trusted reporting da
• ta.Drive standardization of reporting metrics, methodologies, and governance across platfor

ms.Stakeholder Managem

• entCollaborate with advisors, operations, product leadership, and technology teams to prioritize featur
• es.Act as the bridge between business stakeholders and engineering tea
• ms.Facilitate workshops, gather requirements, and drive consensus across stakeholde

rs.Delivery & Execut

• ionOwn product backlog, sprint planning, and feature prioritizati
• on.Work closely with engineering and data teams to deliver scalable reporting solutio
• ns.Support UAT, production rollout, and post-release enhancemen
• ts.Ensure alignment with regulatory and client reporting requiremen

ts.

Required Qualificat

• ions12–15 years of experience in wealth management, with strong focus on performance report
• ing.Experience working with leading WM platforms or consulting firms (Orion, Envestnet, Addepar, Black Diamond, RIA Oasis, F2 Strategy, Ezra Gro
• up).Deep understanding of portfolio accounting, performance calculations, composites, and reporting workfl
• ows.Strong knowledge of advisor and client reporting needs across RIAs, broker-dealers, and wealth manag
• ers.Proven experience as Product Owner, Product Manager, or Business/Product SME driving technology initiati
• ves.Experience working in agile delivery environme
• nts.Excellent stakeholder management and communication ski

lls.

Preferred Qualifica

• tionsExperience with modern data platforms and reporting architect
• ures.Exposure to client portals, advisor dashboards, and analytics solut
• ions.Knowledge of data integration across custodians, portfolio accounting, and reporting sys

tems.

Best Re

gards,Deepak

GuliaSr. Talent Acquisiti

on-USA