Futran Tech Solutions Pvt. Ltd.
BA Wealth Management
Futran Tech Solutions Pvt. Ltd., Los Angeles, California, United States, 90079
Role : Business Analyst -Wealth Management
Exp Range:
15 + years of relevant experience
Client
- City National Bank
Location:
Los Angeles, CA ( Remote is open for genuine suitable candidates )
Salary - $130 K to $150 K / year ( kindly let us know of any constraints) . Please look for the highlighted skills required for this role.
4 -5 Years of prior experience with at least 4 working in a Product Management Role Agile Experience: experience working with SAFe and driving key agile ceremonies and workflows. Wealth Domain Knowledge: Knowledge of the financial services industry and the complete wealth management lifecycle a major plus. Hands-on Experience Preferred: formal business analyst, engineering or testing experience. Certification or experience with Product Owner or Scrum Master role. Must have demonstrated cross functional work in previous experience along with strong communication skills, time management, project management skills, business acumen and high self-awareness/EQ. Previous research experience, influence skills, initial leadership exposure, ability to translate product requirements into technical requirements, and work in ambiguity and solutioning. Solves complex problems; takes a new perspective on existing solutions; exercises judgment based on the analysis of multiple sources of information. Job description :
Set Product Vision: Responsible for product vision and appropriate positioning with key stakeholders across the organization. Build Roadmaps: Accountable for development, acceptance, and communication of roadmap. Gather Requirements: Able to participate in cross functional work to solicit key requirements and drive the product definition. Engage Stakeholders: Awareness and ability to articulate the product story to a broader audience across the organization. Partner with Design: Bring experiences to life through co-creation, design-thinking workshops, and design-led experience development. Author User Stories: Translate requirements to technical details to build and validate use cases around a product and communicate them effectively to engineering teams. Data-Driven Decision Making: Inform product decisions with both qualitative and quantitative data on behavior and experimentation. Define and track KPIs for measure of success. Feature Prioritization: Develop and maintain multiple prioritized backlog of user stories for implementation according to business value or ROI Facilitate ceremonies: Facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives. Designs and produces strategy reports and other types of communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiative Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm's proprietary software tools; May lead presentations in partnership with Financial Advisors / Private Wealth Advisors Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail as well as develop, implement and communicate new procedures, products, and portfolio enhancements for clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Develops presentation materials and proposals to assist Financial Advisors / Private Wealth Advisors in managing performance measurements on existing accounts and cultivating new business opportunities Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Conducts quarterly/annual business performance reviews in conjunction with the Financial Advisor / Private Wealth Advisor Actively engages in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Proactively participates in firm initiatives directed by local management
Exp Range:
15 + years of relevant experience
Client
- City National Bank
Location:
Los Angeles, CA ( Remote is open for genuine suitable candidates )
Salary - $130 K to $150 K / year ( kindly let us know of any constraints) . Please look for the highlighted skills required for this role.
4 -5 Years of prior experience with at least 4 working in a Product Management Role Agile Experience: experience working with SAFe and driving key agile ceremonies and workflows. Wealth Domain Knowledge: Knowledge of the financial services industry and the complete wealth management lifecycle a major plus. Hands-on Experience Preferred: formal business analyst, engineering or testing experience. Certification or experience with Product Owner or Scrum Master role. Must have demonstrated cross functional work in previous experience along with strong communication skills, time management, project management skills, business acumen and high self-awareness/EQ. Previous research experience, influence skills, initial leadership exposure, ability to translate product requirements into technical requirements, and work in ambiguity and solutioning. Solves complex problems; takes a new perspective on existing solutions; exercises judgment based on the analysis of multiple sources of information. Job description :
Set Product Vision: Responsible for product vision and appropriate positioning with key stakeholders across the organization. Build Roadmaps: Accountable for development, acceptance, and communication of roadmap. Gather Requirements: Able to participate in cross functional work to solicit key requirements and drive the product definition. Engage Stakeholders: Awareness and ability to articulate the product story to a broader audience across the organization. Partner with Design: Bring experiences to life through co-creation, design-thinking workshops, and design-led experience development. Author User Stories: Translate requirements to technical details to build and validate use cases around a product and communicate them effectively to engineering teams. Data-Driven Decision Making: Inform product decisions with both qualitative and quantitative data on behavior and experimentation. Define and track KPIs for measure of success. Feature Prioritization: Develop and maintain multiple prioritized backlog of user stories for implementation according to business value or ROI Facilitate ceremonies: Facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives. Designs and produces strategy reports and other types of communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiative Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm's proprietary software tools; May lead presentations in partnership with Financial Advisors / Private Wealth Advisors Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail as well as develop, implement and communicate new procedures, products, and portfolio enhancements for clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Develops presentation materials and proposals to assist Financial Advisors / Private Wealth Advisors in managing performance measurements on existing accounts and cultivating new business opportunities Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Conducts quarterly/annual business performance reviews in conjunction with the Financial Advisor / Private Wealth Advisor Actively engages in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls Proactively participates in firm initiatives directed by local management