- Job Title Product Owner Senior Business Analyst Wealth Management Retirement Custody Operations
- Experience 8 15 Years
- Domain Wealth Management US Retirement Services Custody Operations Capital Markets
- Education Bachelor s Degree in Business Finance Technology or related field
Key Responsibilities:
- Job Summary
- We are seeking an experienced Product Owner Senior Business Analyst with deep domain expertise in US Retirement Services Wealth Management Custody and Capital Markets Operations
- The ideal candidate will possess strong business analysis stakeholder management and product ownership capabilities with the ability to drive strategic initiatives process transformation and large scale business change programs within financial services organizations
- Key Responsibilities
- Gather analyze and document business requirements functional specifications and process workflows
- Partner with business operations technology and client stakeholders to perform gap analysis and define future state solutions
- Drive end to end business analysis activities including process mapping solution design stakeholder sign off and change management
- Support integration conversion SIT UAT testing Go Live and post production activities
- Contribute to product strategy roadmap discussions practice development initiatives RFPs POVs and knowledge assets
- Collaborate in Agile environments using tools such as JIRA and Confluence
Technical Requirements:
- Wealth Management US Retirement
- Strong understanding of the end to end lifecycle of Defined Contribution plans including 401 k 403 b and 457 plans
- Knowledge of retirement planning participant lifecycle management and investment options
- Expertise in retirement operations including participant onboarding contribution processing and recordkeeping
- Understanding of regulatory frameworks including ERISA DOL and IRS guidelines
- Custody Capital Markets
- Strong knowledge of the end to end Trade Lifecycle with focus on Settlements Clearing
- Expertise in Corporate Actions Income Collection and Tax Processing
- Understanding of Withholding Tax Tax Reclaims Relief at Source and supporting operational workflows
- Familiarity with messaging standards such as SWIFT ISO 20022 ISO 15022 DTCC and CREST
- Knowledge of Reference Data and Static Data management within investment banking environments
Additional Responsibilities:
- Required Skills
- 8 15 years of relevant experience in Financial Services Wealth Management Retirement Services Custody or Capital Markets
- Excellent analytical documentation and problem solving skills
- Strong experience engaging senior business operations and technology stakeholders
- Proven ability to create business process maps functional specifications and solution documents
- Strong communication and stakeholder management capabilities
- Tools Technologies
- Atlassian JIRA and Confluence
- Microsoft Office Suite and Microsoft Copilot
- Basic SQL knowledge Power BI exposure is an advantage
- Preferred Profile
- Experience working with leading financial institutions retirement recordkeepers custodians investment banks or tier 1 product organizations
- Solid product mindset with the ability to influence product roadmaps and business transformation initiatives
- Experience with platforms such as retirement recordkeeping systems custody platforms post trade processing solutions or wealth management products
- Preferred Industry Wealth Management Retirement Services Custody Operations Capital Markets Investment Banking and Financial Services
Preferred Skills:
Domain->FS-Asset and Wealth Management->Wealth Management