WealthTech Product Analyst — Hybrid London + Equity

WealthAi; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Salary + equity

Hybrid role in London

Close work with founders and CPO

Influence on product

Specialise in wealth management workflo

Job summary

WealthAi is building the AI operating system for wealth management, enabling wealth managers, financial advisers, family offices and EAMs to use AI across their businesses. As a Product Analyst in London, you will specify clearly, build properly and test thoroughly, collaborating with the CPO, engineering, client success and sales to ensure high‑quality product delivery.

You will join client discussions, translate needs into structured requirements, map journeys, and maintain product

Qualifications

• 2 to 4 years in a product role (PM/PO/BA) in SaaS, technology or a regulated business.
• Experience in wealth management.
• Strong written requirements, with PRDs, user stories and acceptance criteria you have written yourself.
• A natural eye for detail and structured, methodical testing.
• Experience creating or improving process in a team.
• Confidence running discovery conversations with senior, non-technical stakeholders.
• Comfort working independently and creating structure in an early-stage business.
• AI-fast ways of working: using AI to research, draft, prototype, test and summarise.
• Front office experience (for example adviser, paraplanner, portfolio manager, relationship manager or client service).
• Experience with journey mapping and prototyping tools.
• Experience with agile delivery and tools such as Azure DevOps, Notion or Miro.

Responsibilities

• Join calls with prospects and clients to understand how their front, middle and back office teams work today.
• Translate what you hear into structured, unambiguous requirements.
• Map current and future user journeys for advisers, paraplanners and operations teams.
• Pass client insight to product, client success and sales.
• Give the CPO a clear view on priorities, challenge decisions with evidence from clients and testing, and raise risks and gaps early.
• Write PRDs, user stories and acceptance criteria that engineers can build from.
• Support refinement, scoping and trade-off discussions with engineering.
• Keep requirements, journey maps and product documentation accurate and current.
• Test features in staging against acceptance criteria and real user journeys.
• Log, triage and follow up defects with engineering.
• Support release sign-off and write release notes.
• Introduce and maintain templates, standards and a definition of ready and done.
• Improve how work moves from client feedback to spec, build, test and release.
• Spot gaps and inconsistencies across the product and propose fixes.
• Build and run product demos and prototypes for prospects and clients.
• Support sales conversations with product knowledge.
• Produce user guides and enablement material for clients and internal teams.

Skills

Product analysis

Wealth management

PRDs & user stories

Requirements writing

Detail oriented

Testing & QA

Discovery conversations

Journey mapping

Agile delivery

Azure DevOps

Notion

Miro

Independent work

Tools

Azure DevOps

Notion

Miro

Job description

WealthAi is building the AI operating system for wealth management, enabling wealth managers, financial advisers, family offices and EAMs to use AI across their businesses. As a Product Analyst in London, you will specify clearly, build properly and test thoroughly, collaborating with the CPO, engineering, client success and sales to ensure high‑quality product delivery.

You will join client discussions, translate needs into structured requirements, map journeys, and maintain product