Technical Product Owner

Wealth Dynamics Ltd; Remote; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading FinTech firm is seeking a Technical Product Owner to join their rapidly growing team. This role involves managing client relationships, documenting business requirements, and ensuring high-quality deliverables while collaborating with internal teams. The ideal candidate should have over 5 years of experience as a Business Analyst in software development, strong communication skills, and a solid understanding of financial services. This position offers opportunities for career progression in a fast-paced and innovative environment.

Benefits

Career progression opportunities

Flexible working arrangements

Investment in employee development

Qualifications

• 5+ years of business analysis experience in relevant industries.
• Experience managing multiple software projects.
• Familiarity with the Wealth Management sector is a strong plus.

Responsibilities

• Serve as primary contact for clients, managing relationships.
• Document business requirements as user stories.
• Collaborate with development to align software with client needs.
• Manage testing phases to ensure high-quality deliverables.

Skills

Excellent document writing and communication skills

Experience with SCRUM/Agile methodology

Strong business analysis skills

Technical knowledge of software development

Hands-on experience with API integration

Project management experience

Familiarity with SaaS products

Experience with ETL tools

Knowledge of Wealth Management industry

Strong stakeholder management skills

Tools

Talend

Azure Data Factory

Job description

Technical Product Owner - Fintech - Remote

Technical Product Owner wanted as our team is growing fast!

Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech firm!

Company: Wealth Dynamix

Role: Technical Product Owner

Location: London

Start Date: ASAP

Would you like to join one of the fastest growing FinTech firms in Europe? We are looking for an analytical self-starter with experience as a Product Owner / Business Analyst in software development. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Managing solution to the Wealth Management industry, apply now!

Who are we?

Wealth Dynamix helps to relieve the burden of client management issues for wealth management and private banking firms with innovative technology. We provide Relationship Managers with a multi-award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree access to their client. We are a global leader in end-to-end CLM, Wealth Dynamix has offices and clients in three continents with headquarters in the UK.

What is the role?

As a Technical Product Owner at Wealth Dynamix, you will play a crucial role in the consulting team, gathering and managing business requirements from clients while enhancing our product offerings. You will be the primary point of contact for clients, ensuring their needs are met and their expectations exceeded, all while facilitating effective communication between clients and our internal teams.

Responsibilities

• Client Engagement: Serve as the primary touchpoint for clients, managing all aspects of the project and relationship to ensure client satisfaction. Act as the communicator and facilitator between Wealth Dynamix and our clients, addressing their needs and concerns effectively.
• Requirements Management: Document business requirements as user stories and acceptance criteria, managing the Product Backlog for client projects. Conduct high-level and detailed Sprint Planning sessions in collaboration with the Development team.
• Product Expertise: Develop a deep understanding of Wealth Dynamix and Microsoft Dynamics products to effectively guide development effort. Work closely with developers to deliver software solutions that align with client needs and expectations.
• Quality Assurance: Define, execute, and manage testing phases to ensure high-quality deliverables. Facilitate client-facing sessions, including sprint playbacks, User Acceptance Testing (UAT), and go-live support as required.
• Support and Liaison: Provide expert product knowledge and advice to support existing customers. Collaborate with delivery and development teams to ensure adherence to core product development processes.

Why should you apply?

This is a fantastic opportunity to work in a growing FinTech environment with excellent career progression available. With a global client base the role offers an opportunity to experience a wide variety of digital transformation projects – each with their own unique requirements and opportunities. We take career progression seriously, with investment into your consistent development. You will have the flexibility to work from home, in the office or remotely.

Who is best suited to this role?

Communication Skills

• Excellent document writing, presentation, and verbal communication skills to effectively convey ideas and requirements.

Agile Methodology

• Proven experience in using SCRUM/Agile methodology for developing complex software solutions.

Business Analysis Experience

• 5+ years of strong business analysis experience demonstrated in relevant industries or sectors.
• Strategic analysis and planning experience, with a focus on business case formulation and benefits realization.

Technical Background

• Experience working in a technical environment, with knowledge of software development processes and best practices.

API Integration

• Hands‑on experience with API integration, ensuring seamless connectivity between systems.

Project Management

• Experience managing multiple software projects, including previous experience handling at least two software implementations.

SaaS Experience

• Familiarity with SaaS products and cloud‑based software solutions.

ETL & Data Processing

• Experience working with ETL tools such as Talend and familiarity with Azure Data Factory.

Industry Knowledge

• Familiarity with the Wealth Management industry or a related field is highly desirable.
• Experience working in the banking or wealth management sector is a strong plus.
• Understanding of insurance products is beneficial.

Stakeholder Management

• Ability to manage relationships at a senior stakeholder level, demonstrating strong interpersonal skills.

Why should you apply?

This is a fantastic opportunity to work in a growing FinTech environment with excellent career progression available. With a global client base the role offers an opportunity to experience a wide variety of digital transformation projects – each with their own unique requirements and opportunities. We take career progression seriously, with investment into the WDX Academy for new and existing employee learning and development. Incredible learning opportunity with exposure to multiple complex client needs. We believe we offer career defining opportunities and are on a journey that will build awesome memories in a diverse and inclusive culture. If you are looking for more than just a job, get in touch.