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 responsible for translating business needs into actionable requirements for the development team, ensuring solutions are aligned with company objectives and user expectations. This role supports both strategic initiatives and day-to-day execution across agile product teams.

The Product Owner, Client Facing Tools works closely with Product Management, UX, development, delivery, and QA teams to define and prioritize features, manage the product backlog, and ensure clarity and alignment throughout the product lifecycle. The individual in this role is expected to have a solid understanding of FinTech and Financial Planning practices, along with strong analytical, communication, and organizational skills.

This is a remote / work from home opportunity.

Duties of the role include:

Translate business requirements into clear specifications or user stories for development and QA.

Manage and refine the development backlog:

Ensure backlog items are well-defined, prioritized, and aligned with business goals.

Facilitate backlog refinement and sprint planning sessions.

Collaborate with development leads to coordinate cross-team work.

Monitor progress of epics, features, and tasks; report status updates.

Communicate risks, blockers, or delays to internal and external stakeholders.

Collaborate with UX teams, applying usability, accessibility, and design thinking principles.

Conduct business acceptance testing and validation of new features.

Engage in discovery and research to support product development.

Build and maintain productive working relationships with internal and external stakeholders.

Qualifications required:

Bachelor's degree or equivalent experience.

Experience in the Financial Planning industry or financial technology sector.

Minimum of 3 years' experience in a Product Owner, Business Analyst, or Financial Planner role.

Strong written and verbal communication skills.

Ability to manage competing priorities and meet tight deadlines.

Demonstrated analytical and problem-solving abilities.

Comfortable working independently and within collaborative team environments.

Experience with agile methodologies and business analysis best practices.

Strong presentation, documentation, and stakeholder management skills.

Curiosity and enthusiasm for continuous learning and product innovation.

Bilingual considered an asset.

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 by June 27, 2025.

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 .