Business Analyst / Product Owner – Insurance Wealth Management

Fynetra; Town of Boston (NY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible working model

High level of autonomy

Exposure to complex challenges

Job summary

A financial services company is seeking a Business Analyst/Product Owner to support insurance-focused wealth management initiatives. This hands-on role requires 4+ years of experience with a strong background in wealth management and Life & Annuity servicing. Responsibilities include gathering requirements, producing user stories, and acting as a bridge between business stakeholders and delivery teams. The position offers a hybrid work model and a high level of ownership in a dynamic environment.

Qualifications

• 4+ years of experience as a Business Analyst, Product Owner, or similar role.
• Hands-on experience in Life & Annuity insurance environments.
• Proficiency in translating complex requirements into technical delivery artefacts.

Responsibilities

• Act as the primary SME for wealth management servicing requirements.
• Gather, analyse, and document business and functional requirements.
• Produce clear user stories and functional specs.

Skills

Experience in wealth management

Strong analytical skills

Stakeholder management

Agile delivery experience

Job description

Business Analyst / Product Owner – Insurance Wealth Management

asset-management, insurance, Management Consulting, Wealth Management

Perm

Hybrid

The Role

We’re hiring a Business Analyst / Product Owner to support insurance-focused wealth management initiatives, with a strong emphasis on Life & Annuity servicing and product delivery.

This is a hands-on role sitting between business stakeholders and SaaS delivery teams. You’ll own requirements, shape product features, and ensure complex wealth management servicing needs are translated into clear, executable solutions.

This role suits someone who enjoys operational detail, product ownership, and real delivery — not just documentation.

What You’ll Be Working On

• Acting as the primary SME for wealth management servicing requirements
• Supporting Life & Annuity products across:
  • Transfers and rollovers
  • Distributions
  • Beneficiary changes
  • Regulatory and compliance-driven servicing
• Gathering, analysing, and documenting business and functional requirements
• Producing clear user stories, process flows, data mappings, and functional specs
• Translating business needs into prioritised product backlogs
• Working closely with product managers, developers, and QA teams
• Participating in sprint planning, testing, and release cycles
• Defining data standards, forms, and reporting requirements
• Acting as the bridge between technical teams and business stakeholders

What We’re Looking For

• 4+ years’ experience as a Business Analyst, Product Owner, or similar role
• Strong background in wealth management, brokerage, or financial services
• Hands-on experience within Life & Annuity insurance environments
• Deep understanding of wealth management servicing operations
• Proven ability to translate complex requirements into technical delivery artefacts
• Experience working with SaaS or platform-based development teams
• Familiarity with Agile delivery (Scrum / Kanban)
• Strong analytical, communication, and stakeholder management skills

Nice to have:

• Experience with custodian or clearing integrations (e.g. major broker-dealers or platforms)
• Exposure to regulatory reporting and data-heavy environments

What This Role Is (and Isn’t)

This role is for you if you:

• Enjoy owning requirements and seeing them delivered end-to-end
• Like working across business, operations, and technology
• Are comfortable operating in detail-heavy, regulated environments

This role is not for you if you:

• Want a purely strategy or advisory-only position
• Prefer minimal interaction with delivery teams
• Avoid operational or regulatory complexity

Why Join

• Hybrid and flexible working model
• High level of ownership and autonomy
• Exposure to complex, real-world insurance and wealth management challenges
• Clear path to expand product ownership and domain expertise

Apply

If you’re a Business Analyst or Product Owner with strong insurance and wealth management experience and want to work closer to product delivery and real outcomes, we’d love to hear from you.