Product Owner

VySystems; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

A financial services technology firm is seeking a Product Owner/Senior Business Analyst specializing in wealth management. The ideal candidate will have strong experience in financial planning and familiarity with tools such as eMoney Advisor and MoneyGuidePro. Responsibilities include defining client journeys and collaborating with stakeholders in an Agile environment. This position is based in Houston, TX, and offers a hybrid work model.

Qualifications

• Strong experience in wealth management, particularly financial planning.
• Hands-on experience with planning tools like eMoney Advisor or MoneyGuidePro.
• Ability to define advisor & client journeys and translate into user stories.

Skills

Wealth management domain

Financial planning

Stakeholder management

Agile delivery

Tools

eMoney Advisor

MoneyGuidePro

Salesforce FSC

Dynamics

Fidelity Wealthscape

Job description

Role: Product Owner / Senior Business Analyst – Wealth Management

Location: Houston, TX (Hybrid)

Required Qualifications:

• Strong experience in wealth management domain, specifically financial planning (retirement, investments, annuities, goal-based planning)
• Hands-on experience with planning tools like eMoney Advisor or MoneyGuidePro
• Experience integrating planning tools with CRM platforms (Salesforce FSC / Dynamics) and wealth platforms like Fidelity Wealthscape
• Ability to define advisor & client journeys (prospecting → planning → recommendation → review) and translate into user stories / backlog
• Strong stakeholder management across business, advisors, and technology teams, with experience in Agile delivery (PO/BA role)
• Exposure to AI-driven planning / automation / advisor tools is a plus