Job Description
As a Product Owner, you’ll champion the voice of our users and stakeholders, guiding the team to build intuitive, high-impact features that enhance every client and advisor interaction. Working cross-functionally with engineering, design, and business partners, you’ll bring the product vision to life—creating seamless experiences for account management, money movement, portfolio monitoring, and advisor–client engagement.
Own and prioritize the product backlog, translating business goals and user needs into clear user stories and acceptance criteria. Communicate product requirements and priorities to the development team to ensure alignment with the portal strategy and vision. Partner with stakeholders to define features that improve advisor workflows and client experiences, such as account onboarding, portfolio views, transaction history, and communication tools. Collaborate with engineering to plan sprints, manage dependencies, and coordinate portal releases. Review and accept development work, ensuring it meets functional requirements, usability standards, and delivers value. Champion an iterative release process, continuously improving portal functionality with frequent, high-value updates. Act as the primary point of contact for all product-related questions for client and advisor portals. Monitor portal adoption, performance, and engagement, sharing insights with senior management to inform strategy.
About OneVest
OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services.