Business Analyst / Product Owner

Dice is a company focused on driving modernization in wealth management. They are seeking a Business Analyst / Product Owner to partner with stakeholders and engineering teams to define requirements and deliver digital transformation of advisor and client-facing workflows.

Responsibilities:

• Gather, analyze, and document requirements for advisor platform and account opening modernization initiatives; translate into user stories, acceptance criteria, and process flows
• Analyze and redesign end-to-end account opening and onboarding workflows (new accounts, householding, account maintenance, money movement) to reduce friction and manual touchpoints
• Partner with advisors and operations teams to identify pain points in current platform tools and recommend digital/automation-driven improvements
• Support Agile delivery (backlog grooming, sprint ceremonies, demos) for platform modernization workstreams; validate delivered functionality against business intent
• Support UAT, define test scenarios, and coordinate defect triage for onboarding/platform releases

Requirements:

• Bachelor's degree in business, Finance, IS, CS, or related field
• 5–10 years BA experience, incl. 3+ years in Wealth/Asset Management or Broker-Dealer, with direct exposure to advisor platforms or account opening systems
• Strong understanding of account opening/onboarding processes and advisor workflow tools
• Agile/Scrum experience; skilled in BRDs, FRDs, user stories, acceptance criteria, process flows, data mapping