Sr. Product Analyst
Core
Partner with Product Management, Technology, and business stakeholders to support the development, launch, adoption, and continuous improvement of advisor-facing digital products.
Role type
Senior Product Analyst (Product Analytics & Operations)
Builds
Advisor-facing digital products for financial advisors and institutions
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis
Required skills
SQL, Excel, Tableau, Power BI, business requirements definition, user story writing, UAT coordination, roadmap planning support, stakeholder management
Preferred skills
Agile methodologies, Jira, Confluence, Snowflake, Adobe Analytics, pilot program management, Experience Design collaboration
Technologies
Tableau, Power BI, Snowflake, Adobe Analytics, Jira, Confluence
Responsibilities
Define and maintain product success metrics, KPIs, and adoption reporting; Develop dashboards and reporting assets measuring product engagement and operational health; Write user stories, acceptance criteria, and supporting documentation; Coordinate User Acceptance Testing (UAT), defect triage, and release validation; Contribute to roadmap development and long-range product planning; Support advisor onboarding, enablement, and product education efforts.
Seniority
Senior, hands-on IC