Agile Product Owner (Wealth)

Location: Jacksonville, Florida, US; hybrid with three days in-office and two days virtual

Company

hirify.global provides financial services technology and enterprise solutions, including wealth management and trust accounting products.

What you will do

• Translate client and operational needs into functional expectations, product requirements, acceptance criteria, and backlog-ready user stories.
• Own and refine backlog items covering Wealth and Trust enhancements, support issues, reporting improvements, interfaces, downstream impacts, and client-facing outputs.
• Partner with product management, technology, QA, support, reporting, implementation, and client-facing teams to clarify business rules and resolve issues.
• Evaluate end-to-end financial data flows across upstream systems, interfaces, downstream applications, reporting platforms, and client outputs.
• Drive client-focused improvements, faster issue resolution, workflow enhancements, root-cause analysis, dashboards, automation opportunities, and product success measures.

Requirements

• 6–10 years of hands-on Wealth and Trust domain expertise, including product behavior, business rules, financial workflows, reporting needs, and operational dependencies.
• Strong requirements analysis skills and the ability to translate complex business needs into clear product and functional expectations.
• End-to-end understanding of data flows across finance systems, interfaces, downstream applications, reporting platforms, and client-facing outputs.
• Client-centric approach with experience in client support, issue resolution, product discussions, and confidence-building engagements.
• Strong ownership, accountability, urgency, practical delivery focus, and the ability to bridge business, operations, technology, QA, product, and client teams.
• Current and future visa sponsorship are not available for this position.

Nice to have

• Experience with Wealth or Trust product strategy, roadmap planning, feature prioritization, or business case development.
• Exposure to reporting automation, operational dashboards, AI-assisted analysis, reconciliation improvement, or exception management.
• Knowledge of custody, portfolio accounting, investment operations, tax reporting, compliance reporting, or digital client experience.
• Experience presenting product improvements using client impact, operational efficiency, risk reduction, cost savings, and revenue opportunities.

Culture & Benefits

• Modern, international, collaborative, flexible, and respectful work environment.
• Professional education and personal development opportunities.
• Opportunity to work on challenging issues in financial services and technology.
• Varied work supporting growth in product, functional, domain, and leadership skills.