divh2Senior Business Analyst / Product Owner Wealth Management (Account Opening Client Onboarding)/h2pLocation: Dallas Texas/ppExperience: 1015+ years (with strong Wealth Management domain exposure)/ppRole Summary: We are seeking a highly experienced Senior Business Analyst / Product Owner with deep domain expertise in Wealth Management account opening and digital client onboarding platforms. The role will partner closely with business stakeholders, compliance, operations, and technology teams to deliver scalable, compliant, and client-centric onboarding solutions across brokerage, advisory, and managed accounts./ppKey Responsibilities:/ppBusiness Analysis Product Ownership: Act as a Product Owner / Lead BA for Wealth Management Account Opening and Client Onboarding platforms, owning requirements from concept through delivery./ppWealth Management Onboarding Expertise: Drive solutions across digital and assisted account opening, including:/pulliIndividual, Joint, Trust, IRA, Corporate, and Advisory accounts/liliKYC / AML / CIP / KYB workflows/liliSuitability, risk profiling, and client disclosures/liliDocument capture, e-signature, and verification/liliDeep understanding of brokerage and advisory onboarding journeys, including straight-through processing (STP) and exception handling./liliPartner with Compliance and Legal teams to ensure adherence to SEC, FINRA, FATCA, CRS, and regional regulatory requirements./li/ulpStakeholder Delivery Leadership: Serve as the primary liaison between business stakeholders, technology teams, vendors, and external partners. Collaborate with UX/UI teams to design intuitive, compliant, and frictionless onboarding experiences. Support Agile delivery ceremonies including PI planning, sprint planning, backlog grooming, demos, and UAT. Lead UAT planning, execution, and defect triage with business and operations teams./ppRequired Skills Experience:/ppDomain Functional Expertise: 10+ years as a Business Analyst or Product Owner in Wealth Management / Capital Markets. Strong hands-on experience with Account Opening or Client Onboarding platforms (digital or advisor-assisted). In-depth knowledge of:/pulliBrokerage advisory business models/liliClient lifecycle management/liliRegulatory-driven onboarding controls/li/ulpTechnical Delivery Skills: Proven experience working in Agile / SAFe environments as a PO or Lead BA. Strong documentation skills: BRDs, FRDs, user stories, process flows, data mappings. Experience working with core brokerage platforms, onboarding vendors, or custom-built solutions. Ability to work closely with engineering teams to clarify requirements and support solution design./ppPreferred Qualifications:/ppExperience with large Wealth Management firms, broker-dealers, or advisory platforms through IT Consulting firms. Exposure to digital transformation or platform modernization initiatives./p/div