Product Owner
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