CareerPlan

Wealth Management Strategic Solutions Product Owner/Business Analyst - Associate

Purchase, New York, United States of AmericaFull-time2026-10-07 → 2026-10-24

Core

Associate Product Owner/Business Analyst driving transformative change and executing strategic initiatives for risk mitigation and operational efficiencies within Wealth Management Strategic Solutions.

Role type

Associate Product Owner/Business Analyst

Builds

Automation & Workflow platform portfolio, process efficiencies, and new business opportunities

Domain

Financial Services / Wealth Management / Process Reengineering / AI

Deliverable

product features

Required skills

Requirements gathering, User story creation, Backlog management, Sprint planning, Business process transformation, Impact analysis, User journey mapping, Testing, Stakeholder liaison

Preferred skills

Self-starting attitude, Ownership, Analytical thinking, Managing ambiguity, Communication

Technologies

GenAI, Agentic AI, Intelligent document processing