Product Owner / Senior Business Analyst

Role: Product Owner / Senior Business Analyst – Wealth Management
Location: Houston, TX (Hybrid). No remote
Experience:10+

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