Summary
Overview
Work History
Education
Skills
Software
Certification
Courses
Timeline
Generic

Alex Adams

Product Owner
Worthing

Summary

Dynamic and results-oriented Product Owner with a proven ability to deconstruct and strategize compelling narratives that drive enhancements in product design and implementation. Exceptional relationship-building, organizational, and project management capabilities complement a strong focus on navigating technical challenges to deliver effective solutions. Extensive experience in wealth management software for the UK and offshore financial services includes expertise in sales support and product development, ensuring a comprehensive understanding of financial intricacies and user needs. A track record of leading technical sales initiatives, delivering tailored client solutions, and spearheading UX/UI improvements underscores a commitment to boosting engagement and adoption.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Product Owner

theWealthWorks ltd
01.2019 - Current
  • As product owner for the WealthWorks+ financial platform, I work closely with the scrum team and Head of Technology, responsible for multiple product backlogs and growing the product from legacy client-server systems to the latest scalable web technologies.
  • The role currently includes: -
  • Creating detailed user stories, focusing on delivering value to the user.
  • Prioritising and gaining a deeper understanding of requirements.
  • Leading sprint planning and reviews, and actively participating in sprint retros.
  • Attending daily stand-up meetings, collaborating with developers, testers and business stakeholders to triage incidents, and bugs.
  • I've gained broad experience across the business lifecycle—spanning customer support, sales, marketing, and product development—through working with a diverse range of UK and international clients, including private banks, legal, and professional services firms.
  • As a product owner, I've enhanced my skills in prototyping, roadmap development, and understanding regulatory frameworks across jurisdictions. I'm passionate about UX/UI improvements that drive user engagement and usage.

Business Development Manager

theWealthWorks ltd
01.2004 - 01.2019
  • Building on my analyst experience, I supported a Sales Director with pre-sales consultancy and technical presentations for UK and offshore legal and accounting prospects. The role involved client meetings, attending industry conferences, responding to tenders, writing proposals, and leading workshops to define detailed requirements.

Business Support Analyst

theWealthWorks ltd
12.1999 - 01.2004
  • Provided first-line support for a private client accounting system across the UK and offshore financial centres. Responsibilities included monitoring support activities, reporting to stakeholders, and delivering onsite training and consultancy across the UK and Europe. Additional duties involved system installation and configuration (onsite and remote), documenting changes, defining new requirements, and developing test plans.

Accounting Assistant

Canadian Pacific Ships Ltd.
07.1998 - 12.1999
  • Duties included preparation of financial statements and reports for key stakeholders. 6-month secondment to implement a European group accounting system, delivering training to European hub offices, and developing new governance and internal accounting procedures.

Education

Bachelor of Arts - Accounting and Finance

University of Brighton
Brighton
04.2001 -

A levels - Economics, Business Studies and Chemistry

Portslade Community College
Portslade-by-Sea, United Kingdom
06-1994

GCSEs - incl. Maths & English, 4 grade A

Portslade Community College
Portslade-by-Sea, United Kingdom
06-1992

Skills

Agile methodology

Scrum framework

User story creation

Story planning

Feature prioritization

Product backlog management

Feature prioritization

Stakeholder relationship management

Adaptability and flexibility

Accounting

Pre-sales Support

Software

Azure Devops

Jira

SQL Server

IIS

Certification

Professional Scrum Product Owner

Courses

Quanta Training

2015 - Sharepoint Essentials
2013  - Internet Information Services Administrator

Timeline

Professional Scrum Product Owner

04-2019

Product Owner

theWealthWorks ltd
01.2019 - Current

Business Development Manager

theWealthWorks ltd
01.2004 - 01.2019

Bachelor of Arts - Accounting and Finance

University of Brighton
04.2001 -

Business Support Analyst

theWealthWorks ltd
12.1999 - 01.2004

Accounting Assistant

Canadian Pacific Ships Ltd.
07.1998 - 12.1999

A levels - Economics, Business Studies and Chemistry

Portslade Community College

GCSEs - incl. Maths & English, 4 grade A

Portslade Community College
Alex AdamsProduct Owner