About The Position

Wealth Management Strategic Solutions Product Owner/Business Analyst - Associate Wealth Management Platforms Location: Purchase We are looking for a dedicated individual to join our team as an Associate Product Owner/Business Analyst within Wealth Management Strategic Solutions Team (WMSS). This critical position is responsible for driving transformative change and executing strategic initiatives that are essential for risk mitigation and enhancing operational efficiencies. The Product Owner/ Business Analyst will work closely with cross-functional teams, utilizing advanced technologies to deliver top-tier solutions that align with our business objectives. We seek a smart, passionate, and detail-oriented team player who thrives in a collaborative environment, enjoys engaging with a diverse group of individuals, and is adept at solving complex problems. The ideal candidate will challenge the status quo to design innovative solutions that enhance our Automation & Workflow platform portfolio, create process efficiencies, and unlock new business opportunities.

Requirements

  • Demonstrates a self-starting attitude with a strong sense of ownership and accountability
  • Possesses strong communication skills, both written and verbal, with the ability to simplify complex projects for senior leadership and build strong relationships across teams.
  • Exhibits strong analytical and adept at managing ambiguity, synthesizing data, and providing innovative solutions to both tactical and strategic challenges.
  • Skilled in prioritizing and managing multiple concurrent initiatives
  • Experience in Agile or application development methodologies, and an understanding of the Software Development Life Cycle (SDLC) a plus
  • At least 2 years of relevant experience in software or product implementation, consulting or careers where a similar skill set is developed and demonstrated
  • Bachelor's Degree

Responsibilities

  • Serve as a bridge between business, product, User Experience, and technology teams to deliver platform solutions and create new processes.
  • Create business requirements and user stories, translating stakeholder needs into well-crafted backlog items.
  • Collaborate closely with agile squads to refine, prioritize, and deliver high-value features through sprint planning and execution.
  • Conduct comprehensive business analysis to define detailed technological requirements; carry out testing to confirm quality of features delivered.
  • Support business process transformation initiatives, identify high-impact opportunities, and craft compelling business cases demonstrating strong ROI potential.
  • Evaluate and optimize existing processes and technology solutions to address the needs of key business stakeholders.
  • Map and refine critical user journeys, use cases, workflows, and business processes to align with strategic objectives and meet user and business requirements.
  • Champion strategic change efforts from ideation through post-launch—managing requirements gathering, conducting impact analysis, overseeing user testing, executing rollout plans, and monitoring success metrics.
  • Manage backlog refinement and sprint planning; clearly articulate requirements to squad and program stakeholders and drive timely delivery of key features.

Benefits

  • Comprehensive employee benefits and perks in the industry
  • Opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
  • Ample opportunity to move about the business for those who show passion and grit in their work.
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