Business Analyst / Product Owner

Job Title : Business Analyst 

Location : Remote 

Full time role 

BA to drive modernization of advisor platforms and account opening/onboarding experiences within wealth management. Partners with business stakeholders, product owners, and engineering to define requirements and deliver digital transformation of advisor and client-facing workflows.

Required Qualifications

• Bachelor’s degree in business, Finance, IS, CS, or related field.
• 5–10 years BA experience, incl. 3+ years in Wealth/Asset Management or Broker-Dealer, with direct exposure to advisor platforms or account opening systems.
• Strong understanding of account opening/onboarding processes and advisor workflow tools.
• Agile/Scrum experience; skilled in BRDs, FRDs, user stories, acceptance criteria, process flows, data mapping.

Key Responsibilities

• Gather, analyze, and document requirements for advisor platform and account opening modernization initiatives; translate into user stories, acceptance criteria, and process flows.
• Analyze and redesign end-to-end account opening and onboarding workflows (new accounts, householding, account maintenance, money movement) to reduce friction and manual touchpoints.
• Partner with advisors and operations teams to identify pain points in current platform tools and recommend digital/automation-driven improvements.
• Support Agile delivery (backlog grooming, sprint ceremonies, demos) for platform modernization workstreams; validate delivered functionality against business intent.
• Support UAT, define test scenarios, and coordinate defect triage for onboarding/platform releases.