Product Owner - Fintech - Wealth Management

Product Owner - Fintech - Remote

Product Owner wanted as our team is growing fast!

Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech firm!

Company: Wealth Dynamix

Role: Product Owner

Location: Paris, France 

Start Date: May 2026

Would you like to join one of the fastest growing FinTech firms in Europe? We are looking for an analytical self-starter with experience in Product / Busines Analysis. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Managing solution to the Wealth Management industry, apply now!

Who are we?

• Wealth Dynamix helps Wealth Management and Private Banks manage the Client’s end to end journey, and their Advisor’s day to day job, with innovative technology.
• We provide Relationship Managers with a multi award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree access to their client.
• We are a global leader in end-to-end CLM, Wealth Dynamix has offices and clients in three continents with headquarters in the UK.

What is the role?

As a Product Owner at Wealth Dynamix, you will play a crucial role in the consulting team, gathering and managing business requirements from clients while enhancing our product offerings. You will be a primary point of contact within the product team, ensuring client needs are met and their expectations exceeded, all while facilitating effective communication between our various teams in the business. The product owner will be responsible for assisting with bringing our company's vision and strategy to life.

Responsibilities

Client Engagement: Serve as the primary touch-point for clients, managing all aspects of the project and relationship to ensure client satisfaction. Act as the communicator and facilitator between Wealth Dynamix and our clients, addressing their needs and concerns effectively.

Requirements Management: Document business requirements as user stories and acceptance criteria, managing the Product Backlog for client projects.

Conduct high-level and detailed Sprint Planning sessions in collaboration with the Development team.

Product Expertise: Develop a deep understanding of the CLMi product that is our Saas platform. Work closely with developers to deliver software solutions that align with client needs and expectations.

Quality Assurance: Define, execute, and manage testing phases to ensure high-quality deliverables. Facilitate client-facing sessions, including sprint playbacks, User Acceptance Testing (UAT), and go-live support as required.

Support and Liaison: Provide expert product knowledge and advice to support existing customers. Collaborate with delivery and development teams to ensure adherence to core product development processes.

CLMi Mobile App

• Work with the CLMi product management to define the vision and scope for the mobile app
• Work with the lead UX and developers to produce designs, iterate on those designs and produce estimates
• Build and own the roadmap for specific modules and features, ensuing they are delivered in the target release
• Engage with client success team to gather requirements, validate designs and the value they add to the implementation
• Work with onshore and offshore development teams to develop the product
• Help improve the way we work with offshore developers by producing reports and feedback on the development being done offshore

Why should you apply?

• This is a fantastic opportunity to work in a growing FinTech environment with excellent career progression available.
• With a global client base the role offers an opportunity to experience a wide variety of digital transformation projects – each with their own unique requirements and opportunities.
• We take career progression seriously, with investment into the WDX Academy for new and existing employee learning and development.
• You will have the flexibility to work from home, in the office or remotely.

Who is best suited to this role?

Communication Skills: Excellent document writing, presentation, and verbal communication skills to effectively convey ideas and requirements.

Agile Methodology: Proven experience in using SCRUM/Agile methodology for developing complex software solutions.

Business Analysis Experience: 3+ years of strong business analysis experience demonstrated in relevant industries or sectors.

Strategic analysis and planning experience, with a focus on business case formulation and benefits realization.

Industry Knowledge: Familiarity with the Wealth Management industry or a related field is highly desirable. Ability to manage relationships at a senior stakeholder level, demonstrating strong interpersonal skills.

We believe we offer career defining opportunities and are on a journey that will build awesome memories in a diverse and inclusive culture. If you are looking for more than just a job, get in touch.