Job ID: JOB_ID_6576
Job Summary:
TalentOla is seeking a Product Owner / Senior Business Analyst with expertise in Wealth Management for a hybrid role located in Houston, TX. This position requires strong experience in financial planning domains and the ability to translate complex business needs into actionable user stories within an Agile framework. The role focuses on enhancing advisor and client journeys through technology solutions.
Role:
Product Owner / Senior Business Analyst – Wealth Management
Location:
Houston, TX (Hybrid). No remote.
Required Qualifications:
- Strong experience in wealth management domain, specifically financial planning (retirement, investments, annuities, goal-based planning).
- Hands-on experience with planning tools like eMoney Advisor or MoneyGuidePro.
- Experience integrating planning tools with CRM platforms (Salesforce FSC / Dynamics) and wealth platforms like Fidelity Wealthscape.
- Ability to define advisor & client journeys (prospecting, planning, recommendation, review) and translate them into user stories / backlog items.
- Strong stakeholder management across business, advisors, and technology teams, with experience in Agile delivery (PO/BA role).
- Exposure to AI-driven planning / automation / advisor tools is a plus.
Special Requirements
Hybrid role. No remote.
Compensation & Location
Salary: $110,000 – $150,000 per year (Estimated)
Location: Houston, TX
Recruiter / Company – Contact Information
Email: bham.mali@talentola.com
Recruiter Notice:
To remove this job posting, please send an email from
bham.mali@talentola.com with the subject:
DELETE_JOB_ID_6576