Key Responsibilities

Product Strategy & Vision

- Define and communicate the product vision and roadmap for AI and data solutions supporting US wealth management and capital markets functions
- Identify business opportunities where AI, machine learning, and advanced analytics can drive competitive advantage and operational excellence
- Collaborate with business stakeholders to translate complex business requirements into actionable product features and capabilities
- Prioritize product backlog based on business value, strategic alignment, and technical feasibility

Stakeholder Management

- Partner with US-based wealth advisors, relationship managers, traders, research analysts, and risk teams to understand pain points and requirements
- Work closely with data scientists, ML engineers, data engineers, and software developers to deliver high-quality products
- Engage with compliance, risk, and regulatory teams to ensure solutions meet all US regulatory requirements
- Present product updates, demos, and business cases to senior leadership and steering committees
- Effectively bridge time zone differences and cultural nuances when collaborating with US stakeholders

Agile Product Management

- Serve as Product Owner in Agile/Scrum framework, leading sprint planning, backlog grooming, and sprint reviews
- Write clear user stories with well-defined acceptance criteria
- Make real-time decisions on product features and trade-offs during development cycles
- Monitor product metrics and KPIs to measure success and drive continuous improvement

Domain Expertise Application

- Leverage deep understanding of US wealth management products (investment advisory, portfolio management, financial planning, estate planning, retirement planning, trust services)
- Apply knowledge of US capital markets including equities, fixed income, derivatives, ETFs, mutual funds, and alternative investments
- Understand US regulatory requirements across wealth management and capital markets (SEC, FINRA, Reg BI, DOL Fiduciary Rule, etc.)
- Stay current on industry trends, competitive landscape, and emerging technologies in the US market

Required Qualifications

Experience

- 8-12 years of experience in US wealth management, capital markets, or financial services
- 4+ years of product management or product ownership experience




- Experience working in Agile environments as Product Owner or similar role
- Prior experience supporting or working directly with US-based business units

Technical Knowledge (optional)

- Strong understanding of AI/ML concepts including supervised/unsupervised learning, deep learning, and generative AI
- Familiarity with data platforms, cloud technologies (AWS, Azure, GCP), and modern data architecture
- Knowledge of data visualization tools (Tableau, Power BI) and analytics platforms
- Understanding of API integrations, microservices architecture, and system integration patterns

Domain Expertise

- Deep knowledge of US wealth management processes including client onboarding, suitability analysis, portfolio construction, rebalancing, and performance reporting
- Understanding of US capital markets operations, trading workflows, and market data management
- Familiarity with US financial instruments, investment strategies, and risk management frameworks
- Strong knowledge of US regulatory and compliance requirements including SEC regulations, FINRA rules, Form ADV, Form CRS, and best interest standards
- Comprehensive understanding of broker-dealer operations, regulatory requirements, and technology platforms
- Knowledge of RIA (Registered Investment Advisor) business models, including fee structures, fiduciary obligations, and operational workflows
- Familiarity with TAMP (Turnkey Asset Management Platform) ecosystem, including platform capabilities, integration requirements, and industry landscape
- Understanding of differences between wire house, independent broker-dealers, hybrid RIAs, and independent RIAs
- Understanding of US tax implications for investment products and strategies

Skills

- Excellent stakeholder management and communication skills with ability to influence senior leadership across geographies
- Strong analytical and problem-solving capabilities with data-driven decision-making approach




- Ability to translate complex technical concepts into business language and vice versa
- Experience with product management tools (JIRA, Confluence, Product Board)
- Proven ability to manage multiple priorities in a fast-paced environment
- Flexibility to accommodate US business hours when needed for critical meetings and releases

Preferred Qualifications

- MBA or advanced degree in Finance, Computer Science, Data Science, or related field
- Certifications such as CSPO (Certified Scrum Product Owner), CFA, CFP, or Series 7/66
- Experience with generative AI applications and large language models (LLMs)
- Prior experience working with global teams and US clients across multiple time zones
- Knowledge of alternative data sources and alternative investment strategies
- Experience with legacy system modernization and digital transformation initiatives in US wealth management
- Familiarity with leading US wealth management platforms (Salesforce Financial Services Cloud, Envestnet, Black Diamond, Orion, Addepar, etc.)
- Understanding of leading TAMP providers (Envestnet, AssetMark, SEI, Vestmark, etc.) and their technology ecosystems
- Experience with broker-dealer technology platforms and clearing systems
- Knowledge of advisor desktop applications and integrated technology stacks used by RIAs and broker-dealers

Key Competencies

- Strategic thinking and business acumen
- Innovation mindset with focus on value creation
- Collaborative leadership and team orientation
- Adaptability and resilience in energetic environments
- Client-centric approach with understanding of US client expectations
- Results-driven with strong execution capabilities
- Cross-cultural communication and collaboration

What We Offer

- Opportunity to shape the future of US wealth management through cutting-edge AI and data solutions
- Collaborative work environment with cross-functional and global teams
- Exposure to US market best practices and latest technologies
- Career growth and development opportunities within a global organization
- Competitive compensation and benefits package

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Lead Business Analyst (Madurai)
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