Job Description
Job Title: Business Analyst / Product Owner
Location: Austin, TX
Job Type: Full-Time
Industry: Wealth / Asset Management
BA to drive modernization of advisor platforms and account opening/onboarding experiences within wealth management. Partners with business stakeholders, product owners, and engineering to define requirements and deliver digital transformation of advisor and client-facing workflows.
Required Qualifications
- Bachelor’s degree in business, Finance, IS, CS, or related field.
- 5–10 years BA experience, incl. 3+ years in Wealth/Asset Management or Broker-Dealer, with direct exposure to advisor platforms or account opening systems.
- Strong understanding of account opening/onboarding processes and advisor workflow tools.
- Agile/Scrum experience; skilled in BRDs, FRDs, user stories, acceptance criter...