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OneVest

Product Owner

Posted Yesterday
Remote
Hiring Remotely in United States
Mid level
Remote
Hiring Remotely in United States
Mid level
As a Product Owner at OneVest, manage product backlog, prioritize features, collaborate with stakeholders, and ensure product alignment with business goals.
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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. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you’re passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.

As a Product Owner, you would be the voice of the customer and stakeholders, responsible for managing the product backlog and ensuring the development team is building the right features at the right time. You will work closely with engineering, design, and other business units to execute on the product vision and deliver value frequently and rapidly.

What you’ll be doing:

  • Manage and prioritize the product backlog, translating high-level objectives into detailed user stories and acceptance criteria.
  • Clearly communicate product requirements and priorities to the development team to ensure alignment with the product vision.
  • Collaborate with stakeholders to define product features and specifications, with a focus on portfolio management, trade rebalancing, and optimization.
  • Work with the engineering team to manage project dependencies and plan sprints and releases.
  • Accept or reject work delivered by the development team, ensuring it meets the defined criteria.
  • Champion an iterative release process that delivers value frequently and rapidly.
  • Act as the primary point of contact for the development team on all product-related questions related to your product(s). 
  • Monitor product performance and provide regular reporting to senior management.

Who we're looking for:

  • Bachelor’s degree in business, engineering or a related field.
  • 3+ years of experience in a Product Owner or similar role, with a focus on wealth management or financial services.
  • Have an understanding of portfolio management products, including trade rebalancing, tax optimization, and security level analysis.
  • Strong understanding of US Markets and its intricacy 
  • Strong knowledge of our tech stack (or similar technologies); excitement to learn.
  • Ability to manage and prioritize multiple projects simultaneously in a fast-paced environment.

What It’s Like To Work With Us:

  • Culture: It’s fun, rewarding, fast-paced - and we build cool stuff, too! 
  • Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
  • Flexibility: A flexible & hybrid working environment
  • Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
  • Equity: Employee Stock Option Purchase Plan 

Sound like a good fit? Apply today!
Don’t meet every single requirement? We encourage you to apply anyways. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles.
OneVest is dedicated to fostering a diverse, equitable, and inclusive workplace. We encourage applications from individuals of all backgrounds, including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process, please reach out to [email protected] and we’ll be happy to support you.

 

Top Skills

Portfolio Management
Security Level Analysis
Tax Optimization
Trade Rebalancing

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