Jobs → Data & Analytics → Business Analyst / Product Owner

About the Role We are looking for an experienced Business Analyst / Product Owner with strong Wealth Management domain expertise to drive product development and deliver technology solutions. Key Responsibilities • Manage product backlogs, roadmaps, and feature prioritization • Translate business requirements into epics, user stories, and acceptance criteria • Collaborate with business stakeholders, engineering, QA, and product teams • Support advisor workflows, client onboarding, account opening, and account management • Drive Agile delivery, backlog refinement, sprint planning, and UAT • Identify opportunities to improve workflows, automation, and user experience Requirements • 10+ years of experience in Business Analysis, Product Ownership, or Product Management • Strong Wealth Management / Financial Services domain knowledge • Experience with broker-dealer, RIA, investment management, or advisor-facing platforms • Expertise in requirements gathering, user stories, product backlog management, and Agile methodologies • Excellent stakeholder management and communication skills Good to Have • Salesforce CRM / Financial Services Cloud (FSC) • Salesforce integrations, APIs, workflows, and configuration • Experience with advisor platforms and client onboarding solutions • Exposure to AI-enabled workflows and automation