Product Owner Senior Business Analyst

Houston, MS - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Role: Product Owner / Senior Business Analyst

Location: Houston TX - Hybrid

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 into user stories / backlog
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.

Role: Product Owner / Senior Business Analyst Location: Houston TX - Hybrid 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 Advis...