Domain-Expert & Product Owner, Wealth Management

Product Management at Performativ is responsible for deciding what we build, why we build it, and whether it delivers the intended

result. We own the roadmap, shape the solution, make the trade-offs, and follow each product through to adoption.

We work directly with engineers and spend meaningful time with clients. There is no layer of process separating Product from the

people building or using the platform.

We are a small team working across a large product surface: portfolio management, reporting, trading, compliance, client

engagement, and the data and integrations that connect it all. Every roadmap decision comes with an opportunity cost. Our job is

to make those decisions with conviction—and take responsibility for the outcome.

We are looking for a Domain Expert & Product Owner to help shape and own our wealth management platform and its underlying data

layer.

This role sits at the intersection of financial-domain expertise, product management, and technology. You will help set product

direction based on client needs, market understanding, and Performativ’s wider business goals. You will turn complex financial

workflows into clear, reusable product capabilities that solve real problems without compromising the coherence of the platform.

The problems you might work on range from defining how Modified Dietz returns should be calculated and improving the performance

of computational algorithms to reducing latency in trading workflows and designing interfaces used by thousands of advisers every

day.

You will work closely with Product, Engineering Managers, Technical Leads, and engineers to shape features before and during

implementation. That means creating workflows, prototypes, product logic, and concrete examples—not simply writing requirements

and handing them over.

You will also act as a key internal domain expert across wealth management, portfolio management, investment advice, trading,

compliance, and related workflows. You will support commercial and customer-facing teams when specialist product knowledge is

required and work directly with clients to understand how new capabilities fit into their wider technology and operating

environment.

You will own both the ultra visible and also the less visible, but equally important, parts of the platform, including

reconciliation logic, corporate-action processing, valuations, and data quality. A central part of the job is distinguishing

genuine product gaps from client-specific preferences or processes inherited from legacy systems.

You need enough technical depth to earn the trust of engineers and client architects, enough commercial judgement to understand

the consequences of your decisions, and the confidence to challenge a request—even when there is revenue attached—if it would

weaken the product.

• Work closely with Product, Engineering Managers, Technical Leads, and engineers to shape features before and during

implementation.

• Create workflows, prototypes, product logic, and concrete examples that help teams align around the problem and the proposed

solution.

• Substantial experience in asset management, wealth management, private banking, or a closely related financial domain. Ideally,

experience from a middle-office, portfolio-management, investment-operations, advice, or trading environment.

• The ability to understand how portfolio data moves through a financial institution and where operational or data-quality

problems arise.

• A track record of turning vague, conflicting, or overly client-specific requirements into coherent product capabilities that

were built and shipped.

• Clear and precise writing. Much of your influence in this role will come through written decisions, examples, and

specifications.

• Experience replacing an incumbent system within a regulated institution such as a wealth manager, bank, asset manager, or

custodian.

• Real ownership from day one. You will own outcomes, not simply administer a backlog. There are very few layers between you and

a decision.

• Work that reaches production quickly. We ship continuously, and your work can be in the hands of advisers and financial

institutions within days rather than quarters.

• Colleagues who set a high bar. Our team includes people from Goldman Sachs, McKinsey, BCG, Amazon, and other ambitious

organisations.

• The opportunity to grow through responsibility. People at Performativ take on meaningful scope quickly. If you demonstrate that

you can carry it, we will give you more.

• Direct access to founders, clients, and the market. You will be part of the conversations in which important product and

business decisions are made.

• An ambitious mandate. We are backed by leading venture and institutional investors and are building to become a European

standard—not simply another regional alternative.

Much of wealth management still runs on software built for another era: batch files, overnight reconciliation, manually assembled

reports, and disconnected systems. Advisers and operations teams spend too much of their time working around their technology

rather than serving clients.

Performativ is replacing that infrastructure. We provide one platform for portfolio management, reporting, compliance, trading,

and client engagement, built around how modern wealth managers actually operate. Our customers include wealth managers, asset

managers, and financial institutions across Europe and beyond.

We have raised more than USD 23 million from international venture-capital firms and leading European institutional investors. Our

ambition is straightforward: to become the system on which wealth management runs.

We are builders. We move quickly, speak plainly, and expect people to take responsibility for their work. Autonomy is the default,

but it only works when paired with strong judgement, initiative, and follow-through.

Performativ offers unusual scope for someone who wants to take on real responsibility and build something that matters. In two

years, you should be able to point to important parts of the product and say: “I built that.”