Business Analyst / Product Owner – Wealth Management - Dallas/Texas

Job Description -

Business Analyst / Product Owner – Wealth Management
Job Location: Dallas, TX (Hybrid)
Employment Type: Full Time
Experience: 10+ Years 
 

THE ROLE

We are looking for a strong Business Analyst / Product Owner with deep Wealth Management domain expertise to drive requirements definition, product backlog management, and delivery of technology solutions for wealth management platforms. The ideal candidate will bridge business stakeholders, technology teams, and product leadership to translate business needs into scalable, user-centric solutions.

Experience with Salesforce-based platforms, particularly Financial Services Cloud (FSC), is highly desirable.

WHAT YOU'LL DO

• Product Ownership: Own and prioritize the product backlog, define product features and roadmaps, and ensure delivery aligns with business objectives and user needs.
• Business Analysis: Engage business stakeholders to understand advisor, operations, and client servicing workflows; translate requirements into epics, user stories, acceptance criteria, and functional specifications.
• Wealth Management Domain: Apply knowledge of broker-dealer, RIA, advisor, client onboarding, account management, financial planning, and wealth operations processes to define effective technology solutions.
• Salesforce Platform: Partner with Salesforce product and engineering teams to define requirements, workflows, integrations, and enhancements across Salesforce CRM and Financial Services Cloud.
• Agile Delivery: Collaborate with engineering, QA, UX, architecture, and business teams to drive sprint planning, backlog refinement, demos, UAT, and release readiness.
• Stakeholder Management: Facilitate workshops, resolve requirement ambiguities, manage competing priorities, and communicate decisions and delivery progress to business and technology stakeholders.
• Solution Validation: Define acceptance criteria, support end-to-end testing and UAT, validate delivered functionality, and ensure solutions meet business expectations.
• Continuous Improvement: Identify opportunities to simplify advisor and operational workflows, improve user experience, and leverage automation and AI-enabled capabilities.

WHAT YOU BRING
Must Haves

• 10+ years of experience in business analysis, product ownership, or product management within financial services, preferably Wealth Management.
• Strong understanding of wealth management business processes, advisor workflows, client and account lifecycle, and broker-dealer or RIA operations.
• Demonstrated ability to independently drive requirements discovery, translate business needs into actionable user stories, and manage product backlogs.
• Experience working in Agile/Scrum delivery environments and partnering closely with engineering teams.
• Excellent communication, stakeholder management, analytical, and problem-solving skills.
• Proven ability to take ownership of outcomes and drive initiatives from discovery through implementation.

Good to have

• Hands-on experience with Salesforce CRM and/or Salesforce Financial Services Cloud (FSC).
• Experience implementing or enhancing advisor-facing platforms, CRM capabilities, client onboarding, account opening, or advisor servicing workflows.
• Familiarity with Salesforce objects, workflows, integrations, APIs, and configuration capabilities.
• Experience with broker-dealers, RIAs, TAMPs, custodians, or wealth management technology platforms.
• Salesforce certifications such as Business Analyst, Administrator, or Product Owner-related credentials.
• Exposure to AI-enabled advisor experiences, workflow automation, or intelligent process orchestration.