Exl Neo Technologies
Exl Neo Technologies

Business Analyst / Product Owner - Wealth Management

• Posted 3 hours ago • Updated 2 hours ago
Full Time
Part Time
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Job Details

Skills

  • WORKFLOWS
  • BUSINESS ANALYSIS
  • UAT
  • STAKEHOLDER MANAGEMENT
  • SALESFORCE OBJECTS
  • QA
  • AGILE/SCRUM
  • AGILE
  • UX

Summary

Job Title: Business Analyst / Product Owner - Wealth Management

Location: Dallas, TX (Hybrid)

Employment Type: Full Time Permanent


Job Description:-
  • 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.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 91172235
  • Position Id: OOJ - 1881-882-1793198832
  • Posted 3 hours ago

Company Info

About Exl Neo Technologies

EXL Neo is a leading IT consulting and staffing firm dedicated to delivering innovative technology solutions and connecting businesses with top-tier IT talent for enterprises in India, USA and Canada. Our mission is to empower organizations to thrive in a rapidly evolving digital landscape by providing expert guidance, strategic consulting, and highly skilled professionals tailored to meet the unique needs of each client. 

Our Services IT Consulting:

*Strategic IT Planning: We work closely with clients to develop IT strategies that align with their business goals, ensuring technology serves as a catalyst for growth and efficiency. * Technology Implementation: From software development to cloud migration, our experts guide organizations through seamless technology implementations that enhance operational capabilities. * Cybersecurity: Protecting your business from cyber threats is our priority. We offer comprehensive cybersecurity assessments and solutions to safeguard your data and systems. * Digital Transformation: We assist businesses in embracing digital transformation by modernizing their IT infrastructure and adopting emerging technologies such as AI, IoT, and blockchain.

IT Staffing:

* Temporary Staffing: Whether you need to scale up for a project or require specialized skills, we provide highly qualified IT professionals on a temporary basis to meet your needs. * Permanent Placement: We help you find the right talent for your team, ensuring a perfect match in terms of skills, experience, and cultural fit. * Contract-to-Hire: This flexible staffing option allows you to evaluate a candidate's performance and fit within your organization before making a permanent hiring decision. * Executive Search: Our executive search services focus on identifying and recruiting top-level IT leaders who can drive your business forward.

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