Technical Product Owner - Portfolio Management

We are a B2B WealthTech startup based in Abu Dhabi and backed by BNY Mellon (America’s oldest bank and first company to list on NYSE) and Lunate (a new $100B AUM alternative asset management firm based in Abu Dhabi, UAE). The company has raised $300M to build a state of the art wealth technology platform.

Our mission is to power and grow our clients’ Wealth franchises through differentiated experiences, financial solutions, and insights. Our digital wealth management platform- will enable banks and other financial institutions in the Middle East to grow and further penetrate affluent, HNW and UHNW investor segments.

While still leveraging the capabilities and knowledge of large organizations, our fintech is a startup with truly cross-functional and agile teams.

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Role description and responsibilities

We are looking for a driven and experienced Technical Product Owner to lead the product vision and execution of our portfolio management services. You will play a key role in the development of our B2B2C SaaS platform, ensuring a seamless delivery of features that enhance the customer experience for financial institutions and their end clients. 

What you will achieve 

• Spearhead Product Development: Lead the development of portfolio management products, including Discretionary Portfolio Management (DPM), Robo-advisory, and omnichannel journeys, in a scalable SaaS environment. 
• Multi-Channel Solutions: Oversee the creation of solutions across web, mobile, and other channels, ensuring seamless B2B2C service integration for financial institutions. 
• Customer-Centric Roadmap: Develop and maintain a product roadmap that focuses on eliminating friction points across the customer journey, enabling institutions to deliver tailored experiences. 
• Data-Driven Strategy & Market Research: Leverage market research, customer feedback, and competitive analysis to drive product innovation and ensure that the platform stays ahead of industry trends. 
• Collaborative Leadership: Work closely with cross-functional teams, including design, engineering, data science, and leadership, to ensure that projects are aligned with business goals and delivered on time. 
• Agile Product Management: Lead product development from ideation through implementation, ensuring alignment with both technical feasibility and market relevance. Work with agile teams to deliver high-quality features through iterative sprints. 
• Prioritize and Execute: Define product priorities across short, medium, and long-term horizons using data insights to guide decisions. Maintain a well-prioritized product backlog aligned with business objectives. 
• Craft Functional and Technical Specifications: Collaborate with UX/UI designers and engineers to translate business needs into seamless, customer-centric product functionalities. Drive technical and functional implementation through detailed documentation and design. 
• Measure and Optimize: Define success metrics for all product initiatives, measuring their impact and continuously optimizing to improve user satisfaction and business outcomes. 

• Proven Experience: At least 3-5 years as a Product Owner in a B2B or B2B2C SaaS Fintech environment, ideally in wealth management or financial services. 
• Technical Acumen: Strong understanding of wealth management processes, coupled with the ability to navigate technical design trade-offs and guide complex solution implementations. 
• Hypothesis-Driven Development: Experience leading iterative, data-driven product development cycles, focusing on user-centric experiences. 
• Solution Design Expertise: Capable of independently creating detailed functional designs and technical documentation to drive product development. 
• Leadership & Collaboration: Demonstrated ability to lead cross-functional teams, ensuring alignment across engineering, design, data science, and leadership. 
• Analytical Mindset: Ability to interpret complex data into actionable insights, guiding strategic decisions based on market trends and customer behavior. 
• Agile Expertise: Proficiency in Agile methodologies and tools, with experience delivering high-quality features in fast-paced, iterative sprint cycles. 
• Educational Qualifications: Bachelor’s degree (or higher) in business, finance, computer science, or related fields. 
• Domain Knowledge: Experience managing products in wealth management or fintech platforms, ideally Discretionary Portfolio Management (DPM), robo-advisory, or similar portfolio management services. 
• Strong Communication Skills: Ability to build strong relationships and collaborate effectively across diverse teams, with fluency in English (Arabic fluency is a plus).