ShareForce
AI Product Owner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Overview
We are hiring a Business Product Owner to lead the business vision, roadmap, and prioritisation for a leading Wealth Management firm's AI and digital transformation programme. Acting as a key voice within the business, you will work in partnership with the Technical Product Owner to ensure technology delivery remains aligned with commercial objectives, adviser needs, and regulatory requirements.
This is a highly influential role responsible for translating complex business requirements into a prioritised roadmap that delivers measurable value across financial advice, operations, and client outcomes. You'll work closely with senior stakeholders across the business, balancing commercial priorities, compliance obligations, and user experience to shape the future of our clients' AI advice platform.
Key Responsibilities
- Own the business roadmap and prioritised backlog across the transformation programme
- Capture, assess, and prioritise business requirements from Advice, Operations, Risk, Finance, and Stakeholders
- Translate business needs into clear user stories, requirements, and acceptance criteria for engineering teams
- Apply a structured prioritisation framework balancing regulatory obligations, commercial value, and adviser productivity
- Define business requirements for AI-enabled advice workflows, CRM improvements, and operational automation
- Act as the business authority for adviser, paraplanner, and operational workflows throughout delivery
- Ensure all AI and platform enhancements align with FCA regulations, Consumer Duty, and business objectives
- Own business acceptance, stakeholder sign-off, and release readiness for new capabilities
- Partner closely with the Technical Product Owner to manage dependencies, sprint planning, and programme delivery
- Lead stakeholder engagement, user feedback sessions, and backlog refinement across the organisation
- Support governance forums, executive reporting, and programme steering groups with clear business updates and recommendations
- Contribute to business cases, board papers, and transformation planning to ensure investment decisions remain commercially focused
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Skills & Experience
- Extensive experience within Financial Advice, Wealth Management, or an FCA-regulated financial planning environment
- Deep understanding of the end-to-end financial advice process, including fact finds, suitability, reviews, and adviser workflows
- Proven experience translating business requirements into product backlogs, user stories, and prioritised delivery plans
- Strong stakeholder management skills with the credibility to influence senior leaders, advisers, and operational teams
- Experience balancing commercial priorities, regulatory requirements, and customer outcomes
- Excellent workshop facilitation, requirements gathering, and backlog management skills
- Strong understanding of Agile delivery and Product Ownership principles
- Outstanding written communication, including business cases, governance papers, and acceptance criteria
- Ability to make prioritisation decisions confidently within complex transformation programmes
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Desirable
- Experience working on CRM, digital transformation, or AI-enabled business change programmes
- Knowledge of Dynamics 365, Power Platform, or financial services technology platforms
- Understanding of AI capabilities and how intelligent automation can support regulated advice processes
- Familiarity with FCA Consumer Duty, COBS suitability requirements, and AI governance considerations
- Experience working within Private Equity-backed organisations or large-scale business transformation programmes
What This Role Offers
- Reporting directly to the CITO / Transformation Director
- Opportunity to shape the business roadmap for one of the UK's most ambitious wealth management AI transformation programmes
- Strategic influence across business, technology, and executive leadership teams
- Partnership with a dedicated Technical Product Owner to deliver business-critical transformation
- Ownership of high-impact product decisions that improve adviser productivity and client outcomes
- Direct exposure to executive leadership, AI strategy, and long-term business transformation
- Flexible remote working with access to regional UK offices
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location