Support delivery of Digital Brokerage products and experiences by: Refining product requirements, communicating into clear and concise stories with acceptance criteria, building backlogs, conducting extensive and detailed testing, and supporting product releases.
Providing insight and feedback on the requirements
the what, the how, and the why of the way that we want the brokerage features to work.
Partner with User Experience teams on the appearance and functionality of the tools and how we intend for customers to interact with them, and assist with usability studies.
Leverage and refine AI skills and tools to perform daily tasks.
Support completion of pre-release requirements such as content review, as well as creating new content for marketing and client/rep education.
Provide ongoing production support for reported problems and questions about products, and correspond with associates to resolve customer issues.
Monitor and analyze customer feedback looking for trends, feature requests, and improvement opportunities in production.

Bachelor’s Degree with 3 plus years of proven experience in Financial Services
Deep knowledge of retail brokerage and investing concepts
Series 7 license required, Series 9/10 license preferred
Experience identifying use cases, gathering requirements, and writing and executing business acceptance tests for digital retail brokerage or investing platforms
Proven effectiveness with retrieving data and generating insights using data driven BI tools or Excel
Comfort navigating technical environments and learning new tools to build modern digital solutions
Fundamental understanding of Generative AI, including use of Generative AI tools
Highly motivated and proactive, demonstrated experience of adding value and solving problems in a self-directed manner
Comfort with ambiguity
Excellent time management skills, ability to multi-task across several efforts in parallel
Effective communication skills to interface with internal partners for delivery coordination and within a team to quickly escalate progress and blockers.

Senior Brokerage Product Business Analyst, Alternative Investments

Key skills