Dear All,
Vertex Elite is currently seeking a qualified Product Owner/Senior Business Analyst with Wealth Management experience
If you or someone you know is interested, please feel free to reach out for more details or share your updated resume.
Work Authorization : USC or Any valid USA work authorization
Job Type : Contract
Location : Houston, Texas, United States
Required Skills and 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
With Best Regards,
Murthy Bandaru | Vertex Elite LLC | E-Verified Company | www.vertexelites.com