Product Analyst/ Business Process Management

JOB TITLE: Senior Business Process Product Analyst
JOB LOCATION: St. Petersburg, FL (Hybrid - 10 days per month)
WAGE RANGE*: $50-60/hr.
JOB NUMBER: 36849421

Required Experience

• 3+ Years of experience in process improvement from business perspective, specifically creating business efficiency processes
• 4+ years minimum total Experience ideally in the Financial Service Industry, Ideally Wealth Management
• Experience working with technical teams as well as senior business stakeholders

Job Summary

The Senior Product and Business Analyst plays a critical role in the development, implementation, and delivery of client-facing solutions that support the firm's core business strategy. This position focuses on advancing the RCS Advisor desktop experience by contributing across the full product lifecycle, including sourcing, ideation, scoping, design, development, and rollout of tools and enhancements that materially impact advisors.

Working with limited supervision and a high degree of autonomy, the Analyst brings an innovative mindset and strong analytical skills to solve complex business and system challenges. This role requires close collaboration with internal teams and financial advisors to ensure solutions are intuitive, effective, and aligned with business objectives.

Essential Duties and Responsibilities

• Collaborate directly with internal users and financial advisors to understand pain points and opportunities
• Gather and validate requirements through interviews, observations, surveys, and facilitated workshops
• Lead and participate in brainstorming sessions to identify improvements to the advisor experience
• Capture, analyze, and interpret data to uncover efficiency and optimization opportunities
• Define and document detailed functional and non-functional business requirements, including business processes, rules, data, and security needs
• Partner with team members to develop project schedules, reports, and documentation, and act as a project lead when required
• Facilitate and participate in user testing to ensure solutions meet functional, design, and user experience requirements
• Lead the preparation and delivery of user training for new or enhanced process solutions
• Provide ongoing support for implemented solutions, including maintenance and future enhancements
• Perform additional duties and responsibilities as assigned

Knowledge, Skills, and Abilities
Knowledge Of

• Industry Practices and Structure
  • Custodians and clearing firm operations
  • Products, processes, and business models of independent registered investment advisors and introducing broker dealers
  • The day-to-day workflows and needs of financial advisors
• Business Processes and Operations
  • Core business functions, workflows, and operational models across finance, operations, customer service, and product development
• Requirements Analysis and Documentation
  • Requirement-gathering techniques such as interviews, workshops, user stories, and process mapping
• Project Management Principles
  • Project planning and budgeting
  • Waterfall, agile, and hybrid project lifecycles
  • Sprint execution and stakeholder engagement
• Data Analysis and Reporting
  • Data structures, key performance indicators, reporting frameworks, and analytical methods
• Technology Systems and Integrations
  • Enterprise systems and integration methods including APIs, ETL, and middleware
• Change Management Fundamentals
  • Change readiness, adoption strategies, and communication planning
• Regulatory and Compliance Considerations
  • Industry regulations and standards impacting business processes
• General Business Acumen
  • Foundational knowledge of finance, management, accounting, operations, and marketing

Skills In

• Eliciting and documenting business requirements across complex systems and integrations
• Leading cross-functional workshops and developing client journey maps
• Improving processes to enhance client experience and operational efficiency
• Creative problem-solving while balancing scale, risk, and client needs
• Test planning, defining acceptance criteria, and executing end-to-end validation
• Developing instructional, procedural, and training documentation and presentations
• Preparing reports, summaries, surveys, and written recommendations
• Communicating effectively through strong verbal and written skills
• Using Microsoft Office tools, including Visio

Ability To

• Manage engagements with internal and external stakeholders to define scope and requirements
• Translate advisor pain points into measurable, actionable improvements
• Understand organizational policies, procedures, and processes while maintaining a strategic, big-picture perspective
• Work independently to perform gap analysis between current and future-state processes
• Take ownership of issues and follow through to resolution
• Clearly communicate technical and business concepts to diverse audiences
• Mentor and support other analysts as needed
• Effectively organize, prioritize, and manage multiple tasks and responsibilities
• Collaborate as part of cross-functional teams
• Adapt quickly and effectively to change

Education and Experience Requirements

• Bachelor's degree in computer and information science, finance, or a related business field
• Minimum of five years of experience in wealth management, preferably with direct involvement in building technology platforms, products, and services for independent registered investment advisors and introducing broker dealers

Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities

* While an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to: job-related knowledge, skills and qualifications, education and experience as compared to others in the organization doing substantially similar work, if applicable, and market and business considerations. Benefits offered include medical, dental and vision benefits; dependent care flexible spending account; 401(k) plan; voluntary life/short term disability/whole life/term life/accident and critical illness coverage; employee assistance program; sick leave in accordance with regulation. Benefits may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions. Benefits offered are in accordance with applicable federal, state, and local laws and subject to change at TCM's discretion.

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