About the Role
We are seeking an experienced Product Owner to lead the evolution of our Wealth Management Platform supporting a Family Office setting. The role requires deep understanding of investment operations, portfolio management, reporting, and technology-driven wealth solutions.
Key Responsibilities
- Define and maintain product roadmap.
- Manage backlog, user stories and acceptance criteria
- Be part of development along with Architect and use AI coding platform to enhance Platform
- Collaborate with investment teams, operations and technology.
- Manage integrations with custodians, banks, market data providers and accounting systems
- Ensure data quality, reconciliation and security.
Wealth Management Domain Knowledge
Equities, Mutual Funds, Fixed Income, PMS/AIF, Alternatives, Portfolio Accounting, Corporate Actions, XIRR/TWRR/CAGR, Taxation and Reconciliation.
Technical Skills




• Strong understanding of APIs, system integrations and enterprise architecture.
• Hands-on SQL and database experience (SQL Server, Postgre SQL, My SQL or Oracle).
• Ability to write SQL queries and investigate data issues.
• Knowledge of cloud platforms (Azure/AWS) and BI tools.
AI Enablement
• Proficient in AI tools such as Claude, Chat GPT, Git Hub Copilot and similar platforms.
• Use AI for requirements analysis, prototyping, documentation, testing and automation.
• Identify opportunities to apply AI to wealth management workflows.
Preferred Profile
A techno-functional Product Owner combining Wealth Management expertise, product management skills, technical knowledge and AI-driven innovation.

📌 Product Manager (Bengaluru)
🏢 Avo Automation
📍 Bengaluru