Product Analyst (Hybrid)

About the position The Product Analyst plays a crucial role in the development and delivery of digital products and features within an agile environment, with a strong focus on enhancing user experience and communications for wealth management clients. This role involves executing and improving specific product features by collaborating closely with the development team and stakeholders. As the primary liaison, the Product Analyst ensures delivered products maximize value by aligning with stakeholder expectations, strategic goals, and best practices in digital user experience-especially as they relate to personalized, timely, and effective wealth communications.

Responsibilities

• Manage and prioritize the product backlog to ensure the development team focuses on the highest-value tasks.
• Write clear and concise user stories with acceptance criteria to guide development efforts.
• Collaborate with stakeholders to gather requirements, with a particular focus on user experience enhancements and effective communication touchpoints for wealth management clients.
• Translate feedback and insights from user research and client interactions into actionable product improvements, driving continuous enhancements in digital communication experiences (e.g., account notifications, personalized content, reporting, secure messaging).
• Champion user-centered design by working closely with UX/UI designers to optimize interfaces and communication flows for wealth management users.
• Actively participate in and drive sprint planning, reviews, and retrospectives to effectively guide the development process.
• Communicate regularly and build strong relationships with stakeholders to gather feedback, share updates, and address concerns, ensuring communication features meet the unique needs of wealth communication.
• Identify short-term risks and dependencies in the product backlog and daily sprint planning, such as resource availability, technical challenges, or stakeholder alignment issues.
• Collaborate with peers, technical teams, and internal partners to address common issues and deliver timely solutions, with special emphasis on initiatives aimed at elevating client communication and engagement in the wealth management context.
• Continuously refine and enhance team processes through active participation in retrospectives and other improvement strategies.
• Commit to a deep understanding of the product, its features, market context, and the evolving trends in digital communications specific to wealth management.
• Demonstrate a basic understanding of market research principles, especially those supporting enhanced user experiences and communication strategies.

Requirements

• Bachelor's degree in a related field or equivalent experience.
• 2-4 years of product management or product analysis work experience.
• Experience working on products or features that enhance digital user experiences or client communications, ideally in financial services or wealth management.
• Strong communication and presentation skills, with a superior ability to effectively communicate and present complex concepts and issues to business partners.
• Curiosity, a can-do attitude, and the ability to learn quickly and thrive in a complex, dynamic environment.
• A self-starter attitude with outstanding organizational skills and ability to track multiple project deliverables with minimal direction.
• Confidence communicating and tailoring messaging to a variety of audiences, with a focus on explaining enhancements to user experience and communication features.
• Experience executing the development process with technical teams, internal partners, and external vendors-including writing business requirements/use cases/user stories, conducting user acceptance testing, and communicating project status.
• Experience working with digital communications tools (such as secure messaging platforms, reporting dashboards, or notification systems) considered a plus.
• Knowledge of data analytics and how to turn data into actionable insights to refine user experience and communication strategies.
• An understanding of APIs and AWS and how to leverage them to create great solutions for digital wealth communications.
• Experience with Agile methodologies, including participating in the product owner role at daily stand-up meetings, sprint planning sessions, backlog prioritization, user story preparation, and demos, etc.

Benefits

• Salary range $90,000.00-$100,000.00. Bonus Eligible.
• Comprehensive benefit offerings.

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