Job Description:

Job Description – eMoney Product Owner
Job Title-Product Owner – eMoney (Financial Planning)

Experince-6-10 Years
Location-Chennai, India
Industry-FinTech | Wealth Management | Financial Services
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About the Organization
eMoney Advisor is a leading FinTech company that provides web-based wealth management and financial planning software for financial advisors, planners, and wealth managers. Founded in 2000 and headquartered in Radnor, Pennsylvania, USA, eMoney became a subsidiary of Fidelity Investments in 2015. The platform helps financial professionals deliver personalized financial planning and wealth management solutions.
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Purpose of the Role
The Product Owner is responsible for defining, managing, and delivering product features within the Financial Planning product suite. The role bridges business stakeholders and Agile development teams, ensuring that product initiatives align with customer needs, business objectives, and market trends.
The Product Owner owns the product roadmap for Advanced Financial Planning capabilities and drives product strategy from idea to production.
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Key Responsibilities
Product Strategy & Roadmap
•    Own and manage the product roadmap. 
•    Define long-term product vision and strategy. 
•    Identify new product opportunities through market research. 
•    Prioritize features based on customer value and business impact. 
Product Ownership
•    Take complete ownership of product features from concept to launch. 
•    Gather and analyze business requirements. 
•    Create, maintain, and prioritize the product backlog. 
•    Write clear user stories and define acceptance criteria. 
Agile Product Management
•    Work closely with Scrum teams during Sprint Planning. 
•    Guide developers by clarifying business requirements. 
•    Participate in Sprint Reviews, Backlog Grooming, and Release Planning. 
•    Remove blockers affecting Sprint and Release Goals. 
Stakeholder Management
•    Act as the primary liaison between business stakeholders and engineering teams. 
•    Communicate product vision across teams. 
•    Manage expectations regarding timelines and deliverables. 
•    Coordinate cross-functional collaboration. 
Market & Business Analysis
•    Conduct competitor analysis and market research. 
•    Understand customer pain points. 
•    Analyze industry trends in Wealth Management and Financial Planning. 
•    Make data-driven product decisions. 
User Experience
•    Partner with UX designers to create intuitive user experiences. 
•    Ensure customer-centric feature design. 
Product Launch & Continuous Improvement
•    Support go-to-market planning. 
•    Coordinate feature releases. 
•    Measure feature adoption and success metrics. 
•    Collect customer feedback. 
•    Drive continuous product enhancements. 
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Required Skills
Product Management
•    Product Roadmap Management 
•    Product Lifecycle Management 
•    Product Strategy 
•    Feature Prioritization 
•    User Story Creation 
•    Product Backlog Management 
•    Product Discovery 
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Business Analysis
•    Requirement Gathering 
•    Business Process Analysis 
•    Gap Analysis 
•    Functional Documentation 
•    Process Improvement 
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Agile Methodology
•    Agile 
•    Scrum 
•    Sprint Planning 
•    Sprint Review 
•    Release Planning 
•    Backlog Refinement 
•    Agile Best Practices 
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Stakeholder Management
•    Client Communication 
•    Cross-functional Collaboration 
•    Leadership 
•    Presentation Skills 
•    Negotiation 
•    Conflict Resolution 
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Analytical Skills
•    Root Cause Analysis 
•    Data Analysis 
•    Decision Making 
•    Problem Solving 
•    Critical Thinking 
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Domain Knowledge
•    Wealth Management 
•    Financial Planning 
•    Financial Advisory 
•    Investment Products 
•    Retirement Planning 
•    Portfolio Management 
•    Financial Services 
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Technical Skills
The role is primarily Techno-Functional, meaning you should understand technology well enough to work effectively with engineering teams, even if you are not writing production code.
Expected knowledge includes:
•    Agile tools (e.g., backlog management software) 
•    APIs (basic understanding) 
•    SQL (preferred for data validation and analysis) 
•    Data analysis 
•    Reporting tools 
•    Product analytics 
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Soft Skills
•    Strong ownership mindset 
•    Leadership 
•    Strategic thinking 
•    Customer-focused mindset 
•    Communication 
•    Adaptability 
•    Collaboration 
•    Analytical thinking 
•    Decision making 
•    Time management 
•    Problem solving 
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Qualifications
•    Minimum 5+ years of experience in: 
o    Product Management 
o    Business Analysis 
o    Financial Services 
•    MBA (Finance preferred) 
•    Equivalent business qualification is acceptable. 
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Preferred Experience
Candidates with experience in:
•    Wealth Management 
•    Financial Planning 
•    Investment Advisory 
•    FinTech products 
•    Financial advisory platforms 
•    Product development in financial services 
will have an advantage.

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Recruiter Name: Sweta Yadav

Recruiter Email ID: Sweta.Yadav@bs.nttdata.com

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