Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. The company’s mission is to ensure that everyone has access to great financial advice, transforming the financial planning landscape and improving outcomes for all clients. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. We are based out of Winnipeg, Manitoba and have team members located across Canada, the United States, and United Kingdom.

We are seeking a Product Owner, Client Facing Tools to join our dynamic team!

The Product Owner, Client Facing Tools is a core member of the product team responsible for defining and delivering new features and enhancements aligned to the product roadmap and business objectives. This role defines product requirements from concept through delivery, ensuring solutions are clear, actionable, and grounded in real-world advisor and end user needs.

Product Owners act as product managers and subject-matter experts within their domain, partnering with UX, engineering, and delivery teams to bring high-quality features from concept to adoption. A strong understanding of FinTech, WealthTech, and financial planning workflows is essential.

This is a remote / work from home opportunity. This position is open to both Canadian and US candidates.

Duties of the role include:

• Define product requirements in support of roadmap-driven initiatives within the Client Facing Tools portfolio.
• Define, document, and evolve product requirements for new and existing features, based on business objectives, client needs, and strategic priorities.
• Provide clear direction to UX teams, including problem statements, objectives, constraints, and success criteria.
• Create high quality product requirements, user stories, and acceptance criteria that reflect real advisor and end user workflows.
• Maintain a prioritized product backlog aligned to roadmap commitments.
• Provide scope clarification during sprint planning to ensure shared understanding of intent and outcomes.
• Work closely with engineering and delivery teams to resolve ambiguity and ensure solutions are feasible and well understood.
• Validate completed work through business acceptance testing to ensure requirements are met and outcomes align with intent.
• Support internal readiness activities (e.g., enablement input, release communications, documentation) to ensure features can be effectively adopted by client facing teams and external users.
• Build strong working relationships across Product, UX, engineering, delivery, and QA teams.

Qualifications required:

• Hands on experience in the Financial Planning, Wealth Management, WealthTech, or FinTech domain, with direct exposure to advisor or end user workflows.
• 3+ years of experience in a Product Owner, Product Manager, Business Analyst, Financial Planner, Wealth Manager, or similar role.
• Bachelor’s degree or equivalent practical experience in Business, Financial Planning, Product, or a related field.
• Demonstrated ability to translate complex domain concepts into clear, executable product requirements.
• Strong written and verbal communication skills, including the ability to make and explain trade off decisions.
• Proven analytical and problem-solving abilities.
• Experience working within agile product management teams.

Nice to Have:

• Prior experience as a financial advisor, planner, consultant, or in a role directly supporting advice delivery.
• Experience training, coaching, or onboarding advisors or client facing professionals on tools or processes.
• Experience supporting product adoption, rollout, or change management initiatives with external users.

What to expect:

• An inclusive culture comprised of extremely talented individuals.
• A leadership team with a proven track record of success.
• The opportunity to join a company as it expands across the globe.
• Competitive compensation and generous benefits.

How to Apply:

We’re excited to learn about you and want to give you the opportunity to set yourself apart from everyone else. Along with your Resume, send us a personalized Cover Letter, Email or Video telling us why you are interested in this job, the fintech industry, and the reason you would like to work with us.

Next steps:

If this exciting opportunity is of interest to you, please forward your application as described above with Product Owner, Client Facing Tools in the subject line to Human Resources at human.resources@conquestplanning.com by April 22, 2026.

We thank all applicants for their interest. Only those invited for an interview will be contacted.

Conquest Planning Inc. is an equal opportunity employer. Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please contact human.resources@conquestplanning.com.