AI Product Owner

Overview We are hiring a Business Product Owner to lead the business vision, roadmap and prioritisation for a leading Wealth Management firms 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 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 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