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

Tek Inspirations LLC

Hybrid in Dallas, Texas • Today

Easy Apply

Contract

Depends on Experience

IT Product Owner

SPECTRAFORCE TECHNOLOGIES Inc.

Hybrid in Dallas, Texas • 5d ago

Easy Apply

Contract

65 - 70

AI Product Owner

STAND 8

Carrollton, Texas • Today

Easy Apply

Contract

$47 - $62.50 per hour

BSA/Product Owner

Yoh - A Day & Zimmerman Company

Plano, Texas • Today

Easy Apply

Contract

Competitive

BSA/Product Owner

Yoh - A Day & Zimmerman Company

Plano, Texas • Today

Easy Apply

Contract

Competitive

Business Analyst

Mitchell Martin, Inc.

Plano, Texas • 8d ago

Easy Apply

Third Party, Contract

$29 - $39

Technical Product Owner - Data Platform

Robustware

Lewisville, Texas • 4d ago

Easy Apply

Third Party, Contract

Depends on Experience

Business Analyst

Mitchell Martin, Inc.

Plano, Texas • 4d ago

Easy Apply

Third Party, Contract

$25 - $35

Business Analyst

Mitchell Martin, Inc.

Plano, Texas • 4d ago

Easy Apply

Contract, Third Party

$32 - $42

Business Analyst

Raas Infotek LLC

Plano, Texas • Today

Easy Apply

Contract

60 - 65

Product Owner/ BA

Netserv Applications, Inc.

Dallas, Texas • 5d ago

Easy Apply

Full-time

130000 - 140000

Senior Business Analyst with Financial/Banking at Dallas, TX

Photon

Dallas, Texas • 19d ago

Easy Apply

Full-time

Depends on Experience

Business Analyst

TSQ Systems Inc

Hybrid in Dallas, Texas • 14d ago

Easy Apply

Part-time

Depends on Experience

Product Owner

Software Guidance & Assistance

Dallas, Texas • Today

Contract

USD 71.46 - 83.02 per hour

AI Product Owner/ Manager

Judge Group, Inc.

Irving, Texas • Today

Contract

USD 60.00 - 65.00 per hour

Business Analyst at TX

TSQ Systems Inc

Dallas, Texas • Today

Easy Apply

Contract, Third Party

Depends on Experience

Product Owner with AI -Banking-Irving ,TX

Newt Global

Hybrid in Irving, Texas • 4d ago

Easy Apply

Full-time

Depends on Experience

Director, Annuitization Product Capability Owner

TIAA

Hybrid in Frisco, Texas • Today

Full-time

USD 119,000.00 - 155,000.00 per year

Manager - Power Platform + Product Owner

Prestige Staffing

Dallas, Texas • Today

Easy Apply

Full-time

USD 135,000.00 per year

Business Analyst

Advantage Technical

Plano, Texas • Today

Full-time

USD 36.92 per hour

Project Manager/Business Analyst - Plano, TX - W2

Geopaq Logic

Plano, Texas • 5d ago

Easy Apply

Contract

Depends on Experience

Business Analyst

Innominds Software

Remote • 6d ago

Easy Apply

Contract, Third Party

Depends on Experience

Business Systems Analyst/Product Owner - Oracle ICM

Nasscomm, Inc.

Remote • 12d ago

Easy Apply

Contract

Depends on Experience

BUSINESS ANALYST

AaraTechnologies Inc

Remote or Hybrid in Virginia Beach, Virginia • Today

Easy Apply

Contract

$65,000 - $75,000

Guidewire Business Analyst

Futuremindz llc

Remote or Hybrid in San Antonio, Texas • 19d ago

Easy Apply

Full-time, Third Party

Depends on Experience

Business Analyst

Kforce Technology Staffing

Remote or New York, New York • Today

Contract

$40 - $65 hourly

Product Owner - Marketing Systems and Business Analytics

Eliassen Group

Remote • Today

Contract

Product Manager with substantial retirement industry experience

TranSquared inc

Remote • 12d ago

Easy Apply

Contract

Depends on Experience

Business Analyst

Beacon Systems, Inc

Remote • Today

Easy Apply

Contract

Depends on Experience

Senior Business Analyst with Data & Reporting exp - Remote, must be local to Texas (Posted SAM)

Global Force USA

Remote • Yesterday

Easy Apply

Third Party, Contract

Depends on Experience

Tek Inspirations LLC

Job Details

Skills

Customer Relationship Management (CRM)
Artificial Intelligence
Business Analysis
Business Process
Acceptance Testing
Account Management
Analytical Skill
Cloud Computing
Agile
Collaboration
Communication
Conflict Resolution
Continuous Improvement
Customer Service
Financial Planning
Financial Services
Leadership
Management
Onboarding
Orchestration
Problem Solving
Product Management
Product Ownership
Quality Assurance
Stakeholder Management
RIA
User Stories
Wealth Management
Workflow
Roadmaps
Salesforce.com
Scrum
Sprint
Testing
User Experience

Customer Relationship Management (CRM)
Artificial Intelligence
Business Analysis
Business Process
Acceptance Testing
Account Management
Analytical Skill
Cloud Computing
Agile
Collaboration
Communication
Conflict Resolution
Continuous Improvement
Customer Service
Financial Planning
Financial Services
Leadership
Management
Onboarding
Orchestration
Problem Solving
Product Management
Product Ownership
Quality Assurance
Stakeholder Management
RIA
User Stories
Wealth Management
Workflow
Roadmaps
Salesforce.com
Scrum
Sprint
Testing
User Experience

Summary

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.

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: 91099133
Position Id: 9125949
Posted 8 hours ago

Company Info

About Tek Inspirations LLC

TEK Inspirations LLC is a Texas based IT Staffing and consulting company that focuses on highly qualitative, timely delivered and cost-effective offshore software development and Staffing Services. We are committed to attracting, retaining and rewarding the best minds in the business. TEK Inspirations LLC is a place where people can grow and advance their career. We believe in an environment of integrity, trust, and sense of pride. We commit to attract & develop talent and retain a team of motivated & satisfied employees.

TEK Inspirations is committed to provide customer satisfaction through commitment & highest standards of qualitative services with minimum turnaround time. We have extensive experience in providing services to different domains like Healthcare, Pharmaceutical, Banking & Financial, and Telecom etc. We are highly focused to our customers in more ways than one. By improving reliability and agility, we enable our customers to achieve sustainable advantage over their competitors.

Fitment

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Contact the job poster

Payal Shrivastava

Recruiter @ Tek Inspirations LLC

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Tek Inspirations LLC

Job Details

Skills

Customer Relationship Management (CRM)
Artificial Intelligence
Business Analysis
Business Process
Acceptance Testing
Account Management
Analytical Skill
Cloud Computing
Agile
Collaboration
Communication
Conflict Resolution
Continuous Improvement
Customer Service
Financial Planning
Financial Services
Leadership
Management
Onboarding
Orchestration
Problem Solving
Product Management
Product Ownership
Quality Assurance
Stakeholder Management
RIA
User Stories
Wealth Management
Workflow
Roadmaps
Salesforce.com
Scrum
Sprint
Testing
User Experience

Customer Relationship Management (CRM)
Artificial Intelligence
Business Analysis
Business Process
Acceptance Testing
Account Management
Analytical Skill
Cloud Computing
Agile
Collaboration
Communication
Conflict Resolution
Continuous Improvement
Customer Service
Financial Planning
Financial Services
Leadership
Management
Onboarding
Orchestration
Problem Solving
Product Management
Product Ownership
Quality Assurance
Stakeholder Management
RIA
User Stories
Wealth Management
Workflow
Roadmaps
Salesforce.com
Scrum
Sprint
Testing
User Experience

Summary

Job Description -

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

THE ROLE

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.

Dice Id: 91099133
Position Id: 9125949
Posted 8 hours ago