Senior Business Analyst collaborating with cross - functional leaders for operational excellence and data insights. Analyzing performance data, building reports, and contributing to strategic initiatives.
About the role
- Senior Business Analyst / Product Owner overseeing Wealth Management account opening and onboarding solutions. Collaborating with stakeholders, compliance, and technology teams for efficient delivery.
Responsibilities
- Act as a Product Owner / Lead BA for Wealth Management Account Opening and Client Onboarding platforms, owning requirements from concept through delivery.
- Drive solutions across digital and assisted account opening, including Individual, Joint, Trust, IRA, Corporate, and Advisory accounts.
- Partner with Compliance and Legal teams to ensure adherence to SEC, FINRA, FATCA, CRS, and regional regulatory requirements.
- Serve as the primary liaison between business stakeholders, technology teams, vendors, and external partners.
- Collaborate with UX/UI teams to design intuitive, compliant, and frictionless onboarding experiences.
- Support Agile delivery ceremonies including PI planning, sprint planning, backlog grooming, demos, and UAT.
- Lead UAT planning, execution, and defect triage with business and operations teams.
Requirements
- 10–15+ years (with strong Wealth Management domain exposure)
- 10+ years as a Business Analyst or Product Owner in Wealth Management / Capital Markets
- Strong hands-on experience with Account Opening or Client Onboarding platforms (digital or advisor-assisted)
- In-depth knowledge of:
- Brokerage & advisory business models
- Client lifecycle management
- Regulatory-driven onboarding controls
- Proven experience working in Agile / SAFe environments as a PO or Lead BA
- Strong documentation skills: BRDs, FRDs, user stories, process flows, data mappings
- Experience working with core brokerage platforms, onboarding vendors, or custom-built solutions
- Ability to work closely with engineering teams to clarify requirements and support solution design
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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