Product Analyst / Business Process Management (Finance)

Duties: Product Analyst Business Process Management About the Role:

We are seeking a highly analytical and detail-oriented Product/Business Analyst to support business process optimization initiatives within our Wealth Management operations. This role is critical in identifying opportunities to streamline and digitize manual or fragmented workflows across the advisor and home office experience. The candidate will also help manage product roadmaps, ensuring alignment with business goals, coordinating cross-functional teams, and performing product testing.

The candidate will play a key role in delivering impactful tools and solutions in the financial services space, improving operational efficiency while digitizing and streamlining the workflow for advisors and home office staff.

Duties:

• Analyze and map current-state business processes across front, middle, and back-office functions such as onboarding, various service workflows, and internal home office operations flow.
• Partner with stakeholders including product, design, compliance, operations, and IT to map out current state flows, capture future requirements, and identify pain points in existing workflow lifecycle.
• Recommend process improvements and digital solutions that enhance operational efficiency, reduce risk, and elevate the advisor and home office experience.
• Collaborate with technology teams to implement digital tools and automation platforms (e.g., Salesforce FSC, workflow engines, eSignature, document management).
• Translate business needs into user stories, process flows, and functional specifications for technology development or vendor integration.
• Support testing, change management, and rollout of new processes, ensuring alignment with regulatory standards and operational policies.
• Track KPIs and success metrics post-implementation to ensure measurable improvements in efficiency, accuracy, and user satisfaction.

Technical & Analytical Skills:

• Prior experience with process mapping software such as Microsoft Visio or Lucidchart or equivalent tool is required.
• Experience with process improvement methodologies (Lean, Six Sigma, BPMN).
• Experience with digital client engagement tools or low-code automation platforms.
• Strong understanding of product lifecycle management and agile development practices.
• Prior experience familiarity with platforms like Salesforce (including Financial Services Cloud) is highly preferred.
• Ability to analyze data using Excel, SQL, or BI tools (e.g., Tableau, Power BI) is a plus.

Industry Knowledge:

• Experience or strong interest in financial services, especially tools for financial advisors, wealth management platforms, or investment technologies.
• Understanding of regulatory and compliance considerations in financial technology products.

Soft Skills:

• Excellent organizational and communication skills as well as a roll up the sleeves mentality sufficient to independently oversee multiple project from start to completion.
• Ability to work independently and manage multiple initiatives simultaneously.
• Strong critical thinking and problem-solving abilities.
• Comfort in working with both technical and non-technical stakeholders..
• Excellent written and oral communication skills, as well as strong interpersonal skills.
• Work in a client-focused and team-based environment.
• Be a creative thinker and have an entrepreneurial mindset.
• Work in a dynamic, growing environment.