Product Analyst

Our client is seeking a detail-oriented and strategic Product Analyst to support the planning, coordination, and execution of product initiatives for internal and vendor-managed technology products serving financial advisors. This role will be critical in managing product roadmaps, ensuring alignment with business goals, coordinating cross-functional teams, and performing rigorous product testing.

The candidate will play a key role in delivering impactful tools and solutions in the financial services space, improving the experience and effectiveness of financial advisors through innovative technology.

Product Roadmap Management:

• Collaborate with internal product managers and external vendors to maintain and track product roadmaps.
• Monitor progress and ensure alignment with strategic goals and timelines.
• Facilitate roadmap planning sessions and gather input from stakeholders.

Cross-Functional Coordination:

• Act as the liaison between product, engineering, design, compliance, operations, and vendor teams.
• Drive communication to ensure timely delivery of features and updates.
• Organize and lead project update meetings, sprint reviews, and release readiness discussions.

Product Testing & Validation:

• Develop and execute test plans and scripts for new product features and releases.
• Partner with QA teams and business users to validate functional requirements.
• Identify bugs or issues, document them clearly, and track resolution through completion.

Product Performance Analysis:

• Collect and analyze product usage data to support ongoing improvements.
• Provide actionable insights and recommendations based on product performance metrics.
• Assist in post-release reviews to assess impact and inform future enhancements.

Technical & Analytical Skills:

• Strong understanding of product lifecycle management and agile development practices.
• Experience writing and executing test cases or using testing tools (e.g., Postman, Selenium).
• 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.
• Prior knowledge of billing systems a plus.

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.

Bachelor's Degree, 2-4 years experience in financial services product development