Product Owner (FinTech / Workflow & Document Management)
SEI Investments Developments
SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, we work with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change, and help protect assets. Technology and operations: The heartbeat of our business.We work with our clients to tackle the whole of business transformation. From the front to back office, our technology solutions create connections that empower our clients to take control and reshape their businesses. We offer end-to-end platforms for wealth and investment management, delivered as flexible outsourced infrastructure solutions that include processing, fund administration, information analytics, and cybersecurity services.As a Product Owner, you will primarily focus on executing on the product roadmap. To be successful you will be (or become) the subject matter expert for the products you support, and have an understanding of the overall platform in which those products operate. The Product Owner acts as the primary facilitator among the development teams, the other Product Team leaders, Development Teams, and the user community (clients and operations) in support of their products.What you will do:Own and execute the product roadmap for the Enterprise Content Management (ECM) suite, including Workflow (Jira), Document Management, and WorkDesk, balancing business priorities, risk, and development capacity.Partner with business stakeholders, operations, and development teams to define solutions, translate business needs into clear user stories and acceptance criteria, and support delivery through the SDLC.Manage and prioritize the product backlog in Jira, facilitate Agile ceremonies, and drive alignment across Product, Development, QA, Operations, Client Services, and other stakeholders.Configure, optimize, and support Jira workflows and related project structures, including issue types, screens, permissions, workflow design, automation rules, dashboards, and client or team-specific use cases.Design, document, and improve end-to-end business and system workflows, translating operational processes into scalable workflow automation and content management solutions.Serve as the product SME for ECM capabilities.Leverage AI tools to accelerate product discovery, requirements analysis, workflow analysis, testing strategy, documentation, and stakeholder communications while applying sound judgment and governance.What we need from you:BA/BS in Computer Science, MIS, Mathematics, Finance, Accounting, Business, or applicable experience.5+ years of experience in Product, Business Analysis, Development, or a related discipline, including demonstrated Product Owner experience.Strong understanding of Agile delivery and the SDLC, including backlog management, requirements writing, sprint planning, release planning, testing, and production readiness.Hands-on Jira expertise, including backlog management, workflow configuration, workflow administration, automation, reporting, and use of Jira as an SDLC and workflow management tool.Experience analyzing, documenting, and improving business processes through workflow automation and system-driven solutions.Ability to synthesize input from multiple stakeholders and translate complex business needs into clear, scalable functional requirements.Strong communication, critical thinking, attention to detail, and problem-solving skills, with the ability to engage both business and technical audiences.Financial Services experience, preferably FinTech experience in Asset Management, Wealth Management, or investment operations.What we would like from you:Advanced Jira administration experience, including workflows, permissions, automation rules, issue schemes, dashboards, and reporting.Experience using Microsoft Power BI, Power Automate, or other automation, analytics, and workflow tooling.Project management experience with the organization, ownership, and drive to manage multiple priorities without sacrificing quality.Ability to collaborate with internal and external stakeholders, work effectively in complex integrated environments, and adapt as client needs change.A positive, collegial approach that reflects SEI Values of courage, integrity, collaboration, inclusion, connection, and fun. Please see our website for more information. competitive advantage:To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI. The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire.SEI is an Equal Opportunity Employer and so much more…After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.AI Acceptable Use in the application and interview process:SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines. SummaryLocation: USA - PA - OaksType: Full time
$96.9k - $176.2k
...at a GlanceThis role serves as the Sr. Product Owner for the enterprise's internal AI platform... ...Ownership & Roadmap ExecutionOwns and manages the internal product backlog for the... ...stakeholders to deeply understand use cases, workflows, and unmet needs.Translates user and...SuggestedWork experience placement3 days per week$88.1k - $220.2k
...Learn more at ProductThe Product team is responsible... ...Market, Technology, Data Management, and Operations teams,... ...outcomes.The Product Owner will be responsible... ...buying, and measurement workflows. This candidate will... ...internal enablement through documentation, training, demos, and...SuggestedFull timePart timeImmediate startWorldwide$94k - $151.8k
...merit.Job Function: Technology Product & Platform ManagementJob Sub... ...for a Technical Product Owner - Toxicology Systems, located... ...products supporting toxicology workflows, aligning scientific needs, enterprise... ...establish success measures, manage dependencies and risks, and...SuggestedFull timeLocal areaImmediate start- ...Job Title: Technical Product Owner Location: Blue Bell, PA... ...diverse teams including product managers, software developers,... ...level objectives and vision.Document and maintain requirements (features... ...in the context of a workflow.Maintaining focus.Assessing...SuggestedWork experience placementWork at office
- ...NTT Data is looking for a Product Owner to join their team in Oaks, PA. Responsibilities: Define, build, and own the roadmap for wealth management platforms, aligning with business objectives and client needs. Translate user needs into detailed user stories...SuggestedTemporary workWork at officeFlexible hours
- Role: Product Owner with Analytical Dashboard/ Reporting Key Skills: Wealth Management, Finance Domain, Product Management Experience: 10+ years Mode of Hire: Full Time Skills Required: Strong exp. with Wealth Management OR Financial Services domain knowledge required....Full time
$106.88k - $171k
...oriented and delivery-focused Product Owner to join our AI Product &... ...writing clear user stories, managing sprint-level priorities,... ...partners. Ensure AI feature documentation, testing evidence, and... ...evaluation frameworks, annotation workflows, or AI observability tools...Work experience placementWork at officeRelocation package3 days per week- The IT Manager, Product Owner - Finance is the value owner for Quench’s financial systems ecosystem, accountable for maximizing business outcomes... ...partners. Process Transformation: Oversee the documentation and continuous improvement of complex financial business processes...Work experience placement
$96.9k - $176.2k
...76508The Role at a GlanceThe Digital Product Owner - Website will provide subject matter... ...requirements gathering effort on epics and documenting story details based on the epics.•... ...Collaborating with key stakeholders and/or management to gather and support prioritization...Work experience placement3 days per week- ...and roadmap for a technical product or products with cross-divisional... ....Overall Description: (75%) Manages technical strategy (&... ...technical, analytics, and product owner stakeholders across the division... ...” program (including documentation, monitoring capabilities, alert...Full time
$81.3k - $203.2k
...research services for the life sciences industry.Due to our continued growth, we are seeking an Product Owner (Digital Email Marketing) to join our team. This role involves managing our email product, which serves the email marketing needs of our clients. We handle large-...Full timePart timeImmediate startWork from homeWorldwide$55 - $60 per hour
...Request ID: 99832-1 Title: Product Owner Location : Malvern PA Duration: 6+ Months Salary Range: $55- $60 an hour on W2 /C2C Job Description: Requirements gathering with business SMEs, architecture, and upstream/downstream partners • Writing...Contract work- ...Technical Product Manager Location: Malvern PA. This will be HYBRID (3 days a week), expected to be in office on Tuesday/Weds/Thursday and remote the other two days. Need to be onsite from Day 1. Local candidates only. Duration: 12+ months - they can be there for...H1bWork at officeLocal areaRemote work3 days per week
$104k - $135k
...thinking organization, apply now. We are currently seeking a Product Owner to join our team in King of Prussia, Pennsylvania (US-PA),... ...Responsibilities: Define, build, and own the roadmap for wealth management platforms, aligning with business objectives and client needs...Temporary workWork at officeRemote workFlexible hours- SEI is seeking a Product Manager. The IMS Product Manager plays a pivotal role in shaping the... ...investment operations and how these workflows span multiple technologies. This individual... ...go‑to‑market readiness, including documentation, internal enablement, and stakeholder...Full timeTemporary workWork at officeFlexible hours
- NTT DATA Services in King of Prussia, PA, is seeking a seasoned Product Owner to define and own the roadmap for wealth management platforms. You will translate business and client needs into detailed user stories and maintain a prioritized backlog, while aligning architecture...
- ...Salesforce Product Owner / Product Manager Experience 10+ Years Total IT Experience 5+ Years as Product Owner/Product Manager within Salesforce... ...& Requirements Management Gather, analyze, and document business requirements through stakeholder meetings and workshops...
- NTT DATA, Inc. in King of Prussia, PA, is seeking a Sr. Product Owner for Financial Services to lead wealth management platform roadmaps and ensure alignment with business goals. You will translate needs into user stories, manage the backlog, and collaborate with compliance...
$87.72k - $131.58k
Req ID: 380566 Sr. Product Owner (Financial Services) Location: King of Prussia, Pennsylvania, United States Responsibilities Define, build, and own the roadmap for wealth management platforms, aligning with business objectives and client needs. Translate user needs...Temporary workWork at officeFlexible hours- Automated Financial Systems, LLC is seeking a Senior Manager, Product Marketing to shape messaging and competitive positioning across AFSVision, IRIS, CRN, and the Pricing Dashboard. You will translate commercial lending insights into a compelling narrative that empowers...
- NTT DATA North America in King of Prussia, PA, is seeking a Sr. Product Owner (Financial Services) to define and own the roadmap for wealth management platforms, aligning with client needs. You will translate user needs into detailed stories, manage the backlog, represent...
- Cilver Technologies is seeking a Product Owner/Agile Business Analyst in King of Prussia, PA. This role involves collaborating with Product Managers, managing the program backlog, and ensuring Agile practices are followed. The ideal candidate will possess servant leadership...
- Product Owner/Agile Business Analyst (2016-174506) Cilver, a global consulting, and IT services and Systems Integration leader in business... .... Business domain knowledge (desired background in Product Management and/or Business Analysis). Detail oriented, organization and...Contract work
$295.9k
...Pfizer Oncology Late Stage Development organization, combining both product strategy and development responsibilities for the Genitourinary... ...the GPTs to deliver the R&D budget, at or below target, and managing opportunities for savings or re-distributions of funding across...Permanent employmentFull timeTemporary workH1bLocal areaVisa sponsorshipWork visaRelocation package$170k - $267.5k
...forThe Alpha Head of Cash Service Product Development and Strategy, Managing Director role is responsible for the... ...a team of experienced Product Owners to ensure disciplined backlog management... ...across all product artifacts, documentation, and publications to support adoption...Full timeTemporary workWork at officeFlexible hoursShift work$87.72k - $131.58k
...organization, apply now. We are currently seeking a Sr. Product Owner (Financial Services / FTE / Hybrid / Onsite Interview... ...Responsibilities: Define, build, and own the roadmap for wealth management platforms, aligning with business objectives and client needs...Temporary workWork at officeRemote workFlexible hours- ...089046 Global Process Owner (GPO) Customer Care M/... ...ManagementHouston, TX (HO) - Management How will you... ...Define, harmonize and document selected "End-to-End"... ...capabilities, tools, and workflows. Coordinate pilots and... ...hardgoods and related products; one of the largest U....Full timeTemporary workFor contractorsLocal areaWorldwide
- ...Essential Functions:Collaborates with management to establish strategic plans and objectivesImplements... ...a market analysis for each assigned product segment to identify new offerings and... ...the engineerLeads coordination and documentation of project team activities including:...Full timeWork at office
$88.1k - $220.2k
...is a critical component of our Media OS Product Organization at IQVIA Digital. In this role, Product Managers collaborate with Product Owners, Engineers, client services, and sales... ...requirements, including user stories, technical workflows, edge cases, and acceptance criteria....Full timeTemporary workPart timeFixed term contractImmediate startWorldwide- ...on technical coach who helps product engineering teams improve how... ...how they plan, build, test, document, and review software. They act... ...themselves, using AI in real workflows to validate guidance and reduce... ...for teams. Coach product managers, technical leads, and...
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