qode.world

Senior Business Analyst / Product Owner

qode.world

full-time

Posted on:

Location Type: Hybrid

Location: Texas • Texas • United States

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Job Level

Senior

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Business AnalystProduct OwnerAccount OpeningClient OnboardingAgileSAFeDocumentationBRDsFRDsUser Stories
Soft Skills
LeadershipCollaborationCommunicationProblem SolvingStakeholder ManagementOrganizational SkillsAttention to DetailAnalytical ThinkingAdaptabilityNegotiation