Position: Technical Product Owner – Portfolio Management

Location: Abu Dhabi (on-site)

Employment Type: Full-time

Experience Level: Senior-level

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About the Client

We are sourcing on behalf of a client who is a well-funded fintech startup backed by institutional investors. They are building innovative technology solutions for the wealth management sector, focusing on enhancing client experiences and operational capabilities for financial services firms. This is an opportunity to join during the early growth phase and contribute to building both the product and the team. They operate with startup agility while benefiting from strong financial backing and industry expertise, creating an environment that values both innovation and execution excellence.

About the Role

The Technical Product Owner – Portfolio Management is a senior-level position responsible for defining and executing the product vision for a sophisticated B2B2C SaaS platform serving financial institutions and their clients. This role focuses on the end-to-end development and continuous improvement of portfolio management solutions, including Discretionary Portfolio Management (DPM), robo-advisory, and omnichannel customer journeys. The position requires a blend of technical expertise, strategic thinking, and leadership to deliver innovative, customer-centric products that drive business value and set industry standards in wealth management technology.

Key Responsibilities

• Lead the full product lifecycle for portfolio management solutions, from ideation and market analysis through to launch and ongoing optimization, ensuring alignment with business objectives and customer needs.
• Develop and maintain a comprehensive product roadmap that prioritizes features and enhancements based on data-driven insights, market research, and customer feedback, with a focus on eliminating friction points across the customer journey.
• Oversee the design and delivery of multi-channel solutions, ensuring seamless integration and consistent user experiences across web, mobile, and other digital platforms for B2B2C financial services.
• Collaborate closely with cross-functional teams, including engineering, UX/UI design, data science, and business leadership, to translate business requirements into detailed functional and technical specifications.
• Drive agile product management processes, leading iterative sprint cycles, backlog grooming, and sprint planning to deliver high-quality features on schedule.
• Define, track, and analyze key performance indicators (KPIs) and success metrics for all product initiatives, using these insights to inform continuous improvement and maximize user satisfaction and business outcomes.
• Ensure robust technical documentation and clear communication of product requirements, facilitating smooth handoffs and alignment across all stakeholders.
• Stay abreast of industry trends, regulatory changes, and emerging technologies in fintech and wealth management to inform product strategy and maintain a competitive edge.
• Manage stakeholder expectations and foster strong relationships with internal and external partners, including financial institutions, to ensure product adoption and satisfaction.
• Champion a customer-centric mindset throughout the organization, advocating for user needs and delivering tailored experiences that drive engagement and loyalty.

Required Experience & Skills

• Minimum of 3-5 years of experience as a Product Owner or Product Manager in a B2B or B2B2C SaaS fintech environment, with a strong preference for backgrounds in wealth management, portfolio management, or financial services.
• Deep technical acumen, with the ability to understand complex system architectures, evaluate technical trade-offs, and guide solution design in collaboration with engineering teams.
• Demonstrated expertise in developing and managing products such as Discretionary Portfolio Management (DPM), robo-advisory platforms, or similar digital wealth management solutions.
• Proven ability to independently create detailed functional designs, technical documentation, and user stories that drive product development and ensure clarity for engineering and design teams.
• Advanced proficiency in agile methodologies (e.g., Scrum, Kanban), including experience with agile tools such as Jira, Confluence, or similar platforms, and a track record of delivering features through iterative sprint cycles.
• Strong analytical skills, with the ability to interpret complex data sets, conduct market and competitive analysis, and translate insights into actionable product strategies.
• Exceptional leadership and collaboration skills, with experience leading cross-functional teams and aligning diverse stakeholders around a shared product vision.
• Excellent communication skills, both written and verbal, with fluency in English required; proficiency in Arabic is considered an asset.
• Experience with hypothesis-driven development, A/B testing, and user research methodologies to validate product decisions and optimize user experiences.
• Familiarity with SaaS platform architecture, API integrations, cloud technologies (e.g., AWS, Azure, GCP), and security best practices in financial technology.

Qualifications

• Bachelor’s degree or higher in business, finance, computer science, engineering, or a related field.
• Professional certifications in Agile (e.g., Certified Scrum Product Owner, SAFe Product Owner/Product Manager) are advantageous.
• Additional training or coursework in wealth management, fintech, or digital product management is highly valued.

Tools & Technologies

• Agile project management tools: Jira, Confluence, Trello
• Product design and prototyping: Figma, Sketch, InVision
• Data analytics and visualization: Tableau, Power BI, Google Analytics
• Collaboration and documentation: Slack, Microsoft Teams, Notion, Miro
• Cloud platforms and APIs: AWS, Azure, GCP, RESTful APIs
• CRM and customer feedback tools: Salesforce, Zendesk, Intercom
• Version control and CI/CD: Git, GitHub, GitLab (for technical collaboration)

This position offers the opportunity to shape the future of digital wealth management by delivering innovative, scalable solutions that empower financial institutions and their clients. The Technical Product Owner will have a direct impact on product strategy, user experience, and business growth, while working at the intersection of technology, finance, and customer success. The role provides significant opportunities for professional development, leadership, and influence within a dynamic and rapidly evolving industry.

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