01Overview
The Tech Product Owner for
CLM
will own the roadmap, backlog, and delivery outcomes for critical CLM capabilities such as onboarding, KYC refresh, client data management, document management, screening, and workflow automation.
Colocated with PBWM engineering teams in Pune, the Product Owner will ensure requirements are sharply defined, business demand is well represented, delivery scope is explicit, and the product meets PBWMs high standards of regulatory compliance, client experience, and operational efficiency.
To be successful as a Tech Product Owner you should have experience with:
- Product Strategy & Roadmap: Define and maintain the CLM product roadmap, aligned to business priorities, risk agenda, and regulatory requirements. Translate business demand into welldefined Epics, Features, and User Stories covering onboarding, KYC, account opening/maintenance, and workflow enhancements. Drive prioritisation through structured value assessment and stakeholder alignment.
- Stakeholder Partnership: Work closely with Business (Tribe Leads, Product Owners, FrontOffice leads), Operations, Risk & Control, and Compliance teams. Act as the single point of accountability for requirement clarity, scope agreement, and delivery alignment. Influence senior stakeholders (Director level) on tradeoffs, sequencing, and investment decisions.
- Technology & Design Alignment: Collaborate with Engineering Leads, Solution Architects, and CLM platform SMEs to shape solution design, define dependencies, and ensure technical feasibility. Maintain enough technical depth to participate in design discussions, API/data model conversations, workflow orchestration, and integration dependencies.
- Risk, Regulatory & Control Alignment: Ensure all CLM features meet regulatory obligations (KYC/AML, CRS/FATCA, privacy, screening, archival, data quality). Partner with Controls and Compliance to embed a strong first line control environment within the product. Proactively identify delivery, operati .
