Technical Product Owner / Lead Business Analyst (Investments – Brokerage)
Dallas, TX, USAAll locationsDallas, TX, USACharlotte, NC, USANew York, NY, USA Hybrid
$136,000 a yearJobFig found this opening at its original source and checks that it remains available.
About the role
This role is a senior technical leadership role reporting to Wealth Management Platform Leader, will support end-to-end execution of our highest-priority technology initiative, managing platform enhancements across managed accounts, brokerage, trust services, and critical vendor integrations while eliminating operational bottlenecks that constrain advisor productivity. This role interacts with senior leadership and others concerning matters of significance to the organization and makes decisions that have a considerable impact on the overall success or failure of their area of accountability.
What you'll bring
- 5+ Years Required
- 5+ years of technical product owner / lead business analyst experience
- 5 + years of Wealth Management Domain and technology experience
- Product leadership experience delivering new products and enhancement to brokerage platforms
- Experience using AI in Wealth P latforms
- University (Degree) Preferred
- Experience with Wealth Management platforms for large US or Global Banks
- Acceptance Testing, Business Analysis, Business Process Improvement, Business Process Mapping, Business Process Understanding, Business Requirements, Collaboration, Data Analysis, IT Business Analysis, Systems Design/Analysis, Systems Development Life Cycle, Technical Documentation, Test Planning
- 7+ Years Preferred