JARVIS Product OS

Buckle up, recruiter.

Initializing Product Owner Engine...

  1. Epic created
  2. User stories sliced
  3. Sprint planning aligned
  4. Acceptance criteria locked
  5. Deployed to production

Senior Product Owner - AI Products - Enterprise SaaS - Wealth Management

AI-centric product leadership for wealth management SaaS.

I turn regulated financial workflows, enterprise architecture, and advisor productivity pain into AI-powered product capabilities that teams can ship, measure, and trust.

8+
years in enterprise SaaS and financial services
5
years as Product Owner / Senior Product Owner
SAFe
PI planning, discovery, backlog, release confidence
AI product signalIntelliflo IQ

Led AI-powered Engagement and Advice Assistants that automated data population across 190+ platform fields.

190+ fields automated Hours to minutes 40% fewer defect/rework loops

Interactive product quest

Play Senior Product Owner for 45 seconds.

Scenario

Customer escalation lands during PI planning.

A strategic client wants an AI-assisted workflow shipped immediately. Engineering sees risk, UX needs discovery, and leadership wants confidence. What do you do first?

Product planning match game

Match the artifact to the product lifecycle stage.

Artifacts

Lifecycle stages

About me

Technical product manager with AI delivery and engineering depth.

I am Venkata Prasad Muraharisetty, a Senior Product Owner based in Hyderabad, India, with 8+ years delivering enterprise SaaS products across wealth management, financial services, CRM, integrations, and AI-powered advisor workflows.

My background spans software engineering, product ownership, SAFe Agile delivery, API integrations, cloud platforms, microservices, and product discovery. I partner with Product Managers, Engineering, UX, Architecture, QA, and business stakeholders to translate strategy into scalable software outcomes.

Career highlights

Proof points that make the story credible quickly.

AI-powered Intelliflo IQ delivery with 190+ field automation
Manual advisor admin reduced from hours to minutes
40% reduction in post-release defects and rework loops
20% increase in active client engagement for Money Alive pilot firms
Nearly 5 years as Product Owner / Senior Product Owner in SAFe Agile
Career progression across Intelliflo, Broadridge, and GTKonnect / EY

Experience

Progression from engineering depth to product leadership.

Intelliflo

Senior Product Owner - Oct 2021 to Present

Own and prioritize enterprise product backlogs across multiple Agile teams, lead PI planning and SAFe ceremonies, define epics, stories, MVP scope, acceptance criteria, and release-ready product increments for WealthTech SaaS.

Broadridge Financial Solutions

Senior Software Engineer - Apr 2020 to Oct 2021

Developed ACATS account transfer capabilities and IBM MQ-based secure enterprise messaging for regulated wealth management platforms.

GTKonnect, acquired by EY

Associate Software Developer - Apr 2018 to Apr 2020

Built Global Trade Management, CBP/ABI integrations, ISF and FTZ processing services, REST APIs, and microservices for international trade workflows.

Featured product deliveries

Case studies across enterprise SaaS, WealthTech, AI, CRM, and integrations.

Advisor productivity

Outlook Integration

Advisors were managing client communication in Outlook while CRM activity, follow-ups, and compliance context lived in a separate enterprise workflow.

Read case study
AI product capability

Intelliflo IQ

Advisors were spending hours manually populating client and advice data across a large enterprise wealth platform.

Read case study
Financial education

Money Alive Integration

Firms needed a smoother way to connect financial education journeys with client engagement and advice workflows.

Read case study
Advice workflow

Client Review

Client review preparation required advisors to assemble information across CRM, planning, reporting, and communication tools.

Read case study
Core advice capability

Financial Planning

Planning workflows needed to connect fact find data, assumptions, advice models, and client-facing outputs more coherently.

Read case study
Enterprise CRM

CRM Enhancements

Advisory firms needed CRM workflows that could reflect different operating models without fragmenting the product experience.

Read case study
Account transfers

ACATS

Account transfer journeys are operationally sensitive, exception-heavy, and dependent on reliable status visibility.

Read case study
Enterprise integration

Global Trade Management

Trade workflows required dependable integration across enterprise systems, message queues, and operational data flows.

Read case study

Skills

Product leadership with technical credibility.

Product

  • Product strategy
  • Roadmapping
  • Product discovery
  • Backlog management
  • Feature prioritization
  • User story mapping
  • Acceptance criteria
  • UAT

Domain

  • Enterprise SaaS
  • Wealth management
  • Financial planning
  • CRM
  • Reporting
  • Client review workflows

Technical

  • REST APIs
  • Microservices
  • Azure
  • AWS
  • SQL Server
  • C#
  • .NET
  • IBM MQ
  • AI products

Leadership

  • SAFe Agile
  • Scrum
  • PI planning
  • Sprint planning
  • Release planning
  • Stakeholder management
  • Cross-functional alignment

Technology stack

Comfortable in the architecture room and the roadmap room.

Azure DevOpsJiraConfluencePostmanSplunkRESTOpenAPIMicroservicesAzureAWSSQL ServerC#.NETIBM MQMicrosoft GraphLLMsProduct analyticsGit

Education

Engineering foundation for product decisions.

B.Tech

Bachelor of Technology, Godavari Institute of Engineering & Technology. CGPA: 9.1/10.

Technical blog

Writing on product management, WealthTech, SaaS architecture, AI, and career growth.

Explore all posts
Technical Product Management

Jan 6, 2026 · 10 min read

Technical Product Management in Enterprise SaaS

How senior product owners bridge strategy, architecture, and delivery in complex SaaS platforms.

Technical Product ManagementEnterprise SaaSLeadership
Stakeholder Management

Jan 11, 2026 · 15 min read

Stakeholder Management Without Theater

How to create trust with executives, engineering, sales, support, and enterprise clients.

Stakeholder ManagementLeadershipCommunication

Contact

Let's talk about AI product delivery, enterprise SaaS, or wealth management platforms.

Hyderabad, India - +91 8106884134. Best fit: Senior Product Owner, Technical Product Manager, AI Product Manager, or Enterprise SaaS Product roles.