NEWPosted 2 hours ago

Job ID: JOB_ID_5533

Job Title: Product Owner / Senior Business Analyst – Wealth Management

We are looking for a skilled Product Owner and Senior Business Analyst with extensive experience in the Wealth Management domain. This is an onsite contract position based in Houston, TX, focusing on financial planning tools and integrations.

Key Responsibilities:

  • Define and manage the product roadmap for wealth management solutions.
  • Gather and document business requirements, user stories, and backlog items for Agile development.
  • Translate business needs into functional specifications for financial planning tools.
  • Facilitate stakeholder management across business, advisor, and technology teams.
  • Oversee the integration of planning tools with CRM platforms (Salesforce FSC / Dynamics) and wealth platforms (Fidelity Wealthscape).
  • Define advisor and client journeys, from prospecting and planning to recommendation review.
  • Collaborate with development teams to ensure successful product delivery.
  • Stay updated on emerging trends, including AI-driven planning and advisor tools.

Required Qualifications:

  • Strong experience in the wealth management domain, with a focus on financial planning (retirement, investments, annuities, goal-based planning).
  • Hands-on experience with planning tools such as eMoney Advisor or MoneyGuidePro.
  • Experience integrating planning tools with CRM platforms (Salesforce FSC / Dynamics) and wealth platforms like Fidelity Wealthscape.
  • Proven ability to define advisor & client journeys and translate them into user stories/backlog items.
  • Strong stakeholder management skills across business, advisors, and technology teams.
  • Experience in Agile delivery, specifically in Product Owner or Business Analyst roles.
  • Exposure to AI-driven planning/automation/advisor tools is a plus.

Additional Information:

  • Location: Houston, TX (Onsite)
  • Employment Type: Contract
  • Domain: Wealth Management, Financial Planning

If you have a strong background in wealth management and a passion for driving innovation in financial planning technology, we encourage you to apply.

Special Requirements

Onsite

Compensation & Location

Salary: $65 – $85 per year (Estimated)

Location: Houston, TX

Recruiter / Company – Contact Information

Email: ir@incorporaninc.com

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