Technical Product Owner w/WME Addepar Integration
Location: 100% Remote
Duration: 6+month
End client: Charles Schwab
What is the work?
This Product Owner will support Schwab Private Wealth Services’ integration with Addepar, which provides advanced portfolio and performance reporting for ultra-high-net-worth clients.
This complex, data-heavy integration program involves 22+ integrations across multiple Schwab systems and Addepar.
The consultant will help ensure Schwab's client, account, and investment data moves accurately between systems while translating business needs into work the development teams can execute.
What will this person do?
This is not a traditional UI-focused Product Owner. The work is much more technical and integration/data focused.
The consultant will:
Translate business requirements into technical requirements, epics, and stories
Manage and prioritize the backlog
Work directly with development teams in an Agile/Scrum environment
Understand APIs, databases, file transfers, and system integrations
Perform basic-to-intermediate SQL queries
Validate data from source to target
Review files, API transactions, and integration outputs
Participate in UAT and integration testing
Troubleshoot issues before immediately relying on developers
Coordinate with Addepar and internal Schwab teams
Own issues through resolution and escalate problems quickly when necessary
Who are we looking for?
Target a Technical Product Owner who combines strong product-management fundamentals with real experience in data and system integrations.
Must-haves:
Strong Product Owner experience
Experience translating business requirements into technical stories
Strong Agile/Scrum and backlog-management skills
API and integration experience
Working knowledge of databases and SQL
Experience with data validation and UAT
Ability to troubleshoot technical/data issues independently
Strong communication and ownership mentality
The SQL requirement is not DBA or developer level. They need to be comfortable running queries, reviewing results, comparing data, and investigating discrepancies.
Strongly preferred:
Brokerage or financial-services experience
Investment/portfolio data
Security master knowledge
Wealth management