Summary
Overview
Work History
Education
Skills
Software
Certification
Courses
Timeline
9a
Alex Adams

Alex Adams

Product Owner
Worthing

Summary

I’m a hands-on Product Owner with a passion for turning complex financial needs into smart, user-friendly solutions. With 25+ years experience in wealth management and finance software, I love collaborating across teams, solving technical challenges, and shaping products that truly connect with users. I work in agile frameworks, bringing flexibility and focus to fast-moving teams. Whether it’s refining user experience or supporting sales with tailored solutions, I’m all about making things work better— for clients and for the business.

In my spare time, I'm a potter working from my home studio. I began in 2017 with evening classes at Shoreham Pottery in West Sussex, initially renting studio space before setting up a dedicated workspace in my converted garage.

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

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

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