Product Owner Financial Planning

Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space.

The company’s mission is to ensure that everyone has access to great financial advice, transforming the financial planning landscape and improving outcomes for all clients. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalised financial plans.

We are headquartered in Winnipeg, Canada and have team members located across Canada, the United States, the United Kingdom, and the Republic of Ireland.

Reporting to the Vice President, Product Management – EMEA, the Product Owner, Financial Planning, will play a critical role in shaping the future of Conquest as we look to expand into the Irish market. The Product Owner, Financial Planning will help define and deliver features that empower advisors and clients across the Republic of Ireland — and beyond.

We’re looking for an individual who combines financial planning expertise with product ownership experience and a passion for simplifying the complex.

This role is ideal for an individual who thrives at the intersection of technology and personal finance, understands the nuances of Irish tax rules and retirement programmes, and can work closely with developers, designers, and business stakeholders to build impactful solutions.

This is a remote / work from home opportunity.

Applicants must have the right to work in the Republic of Ireland.

• Duties of the role include: Translate business needs into detailed user stories, epics, and acceptance criteria that drive development
• Collaborate closely with developers to deliver timely, high-quality solutions
• Represent the Irish financial planning user: bring expertise on topics such as PRSAs, ARFs, State Pension (Contributory), occupational pensions, Revenue rules, and Irish personal tax
• Coordinate cross-team efforts (UX, QA, training, delivery) to ensure feature success from concept through release
• Participate in discovery and research activities to gather insights and validate ideas
• Perform functional testing and provide feedback during user acceptance testing
• Support internal stakeholders (Support, Training, Strategic Accounts) by helping translate product knowledge
• Monitor progress, communicate status, and remove roadblocks to help the team move forward
• Qualifications required: 3+ years’ experience as a Product Owner, Business Analyst, or Financial Planner
• A recognised financial planning qualification (e.g. QFA, CFP, or equivalent)
• Deep familiarity with Irish financial products, pension structures, and tax systems
• Proven ability to write clear, actionable user stories and prioritise development work
• Experience working in agile environments, collaborating with developers, QA, and design
• Strong communication, problem-solving, and stakeholder management skills
• A high degree of ownership, independence, and curiosity
• What to expect:

An inclusive, collaborative culture built by exceptionally talented people.A leadership team with a proven record of building and scaling successful fintech businesses. The opportunity to help shape Conquest's entry into the Irish market as the company expands globally.

Competitive compensation, generous benefits, and the flexibility of fully remote working.

How to Apply

We’re excited to learn about you and want to give you the opportunity to set yourself apart from everyone else. Along with your CV, send us a personalised Cover Letter, Email or Video telling us why you are interested in this job, the fintech industry, and the reason you would like to work with us. Next steps:

If this exciting opportunity is of interest to you, please forward your application as described above with Product Owner, Financial Planning in the subject line to Human Resources at human.resources@conquestplanning.com by July 17, 2026.

We thank all applicants for their interest. Only those invited for an interview will be contacted.

Conquest Planning Inc. is an equal opportunity employer and is committed to compliance with Irish employment equality legislation. Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please contact human.resources@conquestplanning.com.