Overview
We are a leading technology partner specialising in digital wealth management solutions for the UK financial services sector. Our mission is to empower wealth management firms, investment platforms, and financial advisors with cutting‑edge technology that enhances client experiences and drives business growth.
Responsibilities
* Define and communicate product vision and strategy for wealth platform solutions.
* Manage and prioritise the product backlog in collaboration with stakeholders, development teams, and clients.
* Write clear, detailed user stories and acceptance criteria that translate business requirements into actionable development tasks.
* Work closely with clients and internal stakeholders to gather requirements and validate product decisions.
* Collaborate with UX/UI designers to create intuitive user experiences for complex financial workflows.
* Partner with Solutions Architects and development teams to ensure technical feasibility and optimal implementation approaches.
* Conduct regular sprint planning, backlog refinement, and product demonstrations.
* Monitor product performance using analytics and user feedback to drive continuous improvement.
* Ensure all product features comply with FCA regulations and industry standards.
* Lead user acceptance testing and coordinate product releases with cross‑functional teams.
* Maintain product roadmap and communicate progress to stakeholders and senior leadership.
* Analyse market trends and competitor offerings to identify opportunities for product enhancement.
Qualifications
* 5+ years of product management or product owner experience, with at least 3 years in financial services or wealth management.
* Strong knowledge of Agile/Scrum methodologies with hands‑on experience as a Product Owner.
* Proven track record of successfully delivering complex software products from conception to launch.
* Experience writing user stories, managing backlogs, and working with development teams.
* Understanding of FCA regulations and compliance requirements affecting wealth management platforms.
* Excellent stakeholder management skills with the ability to balance competing priorities.
* Strong analytical skills with experience using data to drive product decisions.
* Experience with product management tools (Jira, Confluence, ProductBoard, or similar).
* Excellent communication and presentation skills for both technical and business audiences.
Preferred Skills
* Deep understanding of UK wealth management business processes, including portfolio management, client onboarding, reporting, and regulatory requirements.
* Knowledge of financial markets, investment products, and portfolio construction principles.
* Familiarity with API design and integration patterns in financial services.
* Experience with user research methodologies and customer journey mapping.
* Understanding of modern web technologies and their application in financial services.
* Previous experience in client‑facing roles or consulting within financial services.
* Professional qualifications such as CFA, IMC, or relevant financial services certifications.
* Experience with regulatory change management and implementation.
Technical Understanding
* Basic understanding of RESTful APIs and system integration concepts.
* Familiarity with modern development practices and CI/CD pipelines.
* Knowledge of cloud platforms and security considerations in financial services.
* Understanding of data management and reporting requirements in wealth management.
Education & Qualifications
* Bachelor's degree in Business, Finance, Computer Science, or related field.
* Relevant product management certifications (CSPO, PSPO, or similar).
* Financial services qualifications (preferred but not essential).
Key Success Metrics
* Product delivery velocity and quality.
* Stakeholder satisfaction scores.
* User adoption and engagement metrics.
* Compliance with regulatory requirements and project timelines.
* Client retention and satisfaction with product features.
Benefits
* Professional Development Reimbursement, including access to SS&C University.
* Competitive holiday scheme.
* Competitive benefits designed to support the well‑being of our staff.
* Committed to Welcoming, Celebrating and Thriving on Diversity.
* Hands‑On, Team‑Customised throughout your career.
We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It is important to us that we strive to have a workforce that is diverse in the widest sense.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
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