Wealth Management Strategic Solutions Product Owner/Business Analyst - Associate
Core
Drive transformative change and execute strategic initiatives for risk mitigation and operational efficiencies within the Wealth Management Automation & Workflow platform portfolio.
Role type
Associate Product Owner/Business Analyst
Builds
Automation & Workflow platform solutions for Advisors, Clients, and Institutions
Domain
Financial Services / Wealth Management / Process Automation
Deliverable
product features
Required skills
Business analysis, User story creation, Backlog management, Process mapping, Impact analysis, Testing, Agile methodologies, SDLC understanding
Preferred skills
Experience in software or product implementation, Consulting experience
Technologies
GenAI, Agentic AI, Intelligent document processing
Responsibilities
Liaise between business, product, UX, and technology teams; Create business requirements and user stories; Conduct business analysis and testing; Support business process transformation initiatives; Evaluate and optimize existing processes; Map and refine user journeys; Champion strategic change efforts from ideation to post-launch; Manage backlog refinement and sprint planning.
Seniority
Associate, hands-on IC
