Wealth Management Product Owner – Planning & AI Tools

VySystems; Houston (TX); Hybrid; 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

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.