Sr. Product Business Analyst (FinTech)
SGS Technologie, St. Petersburg, Florida, United States, 33739
Hiring manager prefers local Tampa Bay candidates able to work hybrid (2–3 days onsite) in St. Petersburg, FL. This is a business-facing role within Wealth Management focused on driving process improvements, creating efficiencies, and enhancing advisor experience. Candidates should have 4–5+ years of relevant Financial Services experience (no recent grads), ideally supporting Independent Broker Dealers or RIAs, with strong skills in business analysis, requirements gathering, roadmap management, product testing, and stakeholder communication. Success in this role requires strong problem‑solving abilities, attention to detail, and the ability to partner closely with developers and business stakeholders.
Notes from Hiring Manager:
Strong preference for local candidates in the Tampa Bay area who can work a hybrid schedule (2–3 days per week onsite) at the St. Petersburg location (33716).
Candidates must have experience driving process improvements from a business perspective. Financial Services industry experience—specifically within Wealth Management—is highly preferred.
Looking for individuals who have demonstrated success in creating efficiencies, are highly detail-oriented, and possess strong critical and “outside-the-box” thinking skills.
Ideal candidates will have 4–5 years of relevant business experience; recent graduates or candidates fresh out of school will not be considered.
This team works closely with Independent Broker Dealers; experience managing application roadmaps is required.
The role includes product-based testing, supporting bug fixes, and contributing to ongoing enhancements.
This is a business-facing role that involves frequent communication with developers, external business partners, and key stakeholders.
Priority criteria: Industry experience, followed by Product Management/Business Analysis experience, and finally overall team and personality fit, with an emphasis on problem‑solving skills.
Essential Duties and Responsibilities:
Work hands‑on with internal users and financial advisors to understand pain points
Gather requirements through interviews, observations, surveys, and workshops
Facilitate brainstorming sessions to identify opportunities for improvement of the advisor’s experience
Capture and analyze data to identify efficiency opportunities
Define and document detailed functional (e.g., business processes, rules) and non-functional (e.g. data, security) business requirements
Partners with team members to develop project schedules, reports and documentation and may be required to act as project lead
Facilitate and participate in user testing to ensure solutions meet requirements from a functional, design, and user experience perspective
Lead in preparing and delivering user training for process solutions
Provide ongoing support for implemented solutions, including maintenance and enhancements
Performs other duties and responsibilities as assigned
Industry Knowledge:
Understanding fundamental practices and procedures used by custodians and clearing firms.
Products, processes, and business structure of independent registered investment advisors and introducing broker dealers.
Familiarity with “a day in the life of an advisor.”
Business Processes & Operations - Understanding of core business functions, workflows, and operational models across finance, operations, customer service, and/or product development.
Requirements Analysis & Documentation - Knowledge of requirement‑gathering methods such as interviews, workshops, user stories, and process mapping.
Project Management Principles - Familiarity with project planning and budgeting, project lifecycles (waterfall, agile, hybrid), sprint processes, and stakeholder engagement.
Data Analysis & Reporting - Understanding of data structures, KPIs, reporting frameworks, and analytical techniques to support decision‑making.
Technology Systems & Integrations - General understanding of enterprise systems in larger enterprises and how they integrate through APIs, ETL, or middleware.
Change Management Fundamentals - Knowledge of change readiness, adoption strategies, and communication planning.
Regulatory & Compliance Considerations - Awareness of industry‑specific regulations and standards that influence business processes.
General - Core business competencies such as finance, management, accounting, operations, and marketing.
Skill in:
Eliciting and documenting business requirements from a broad set of stakeholders involving complex systems and system integrations
Leading cross‑functional workshops and creating client journey maps
Enhancing processes to improve client experience and drive operational efficiency
Creative problem solving to meet client needs while managing business scale and risk
Test planning, documenting acceptance criteria, and running end‑to‑end validation
Developing instructional and procedural documentation/presentations
Preparing various reports, summaries, surveys and written recommendations
Strong verbal and written communication skills
Microsoft Office suite (including Visio)
Ability to:
Manage engagements with internal and external clients to gather scope and requirements
Translate advisor pain points into measurable improvements
Have a general understanding of policy, procedures and processes of the organization while maintaining a big picture orientation
Work independently to perform gap analysis between current and future state processes
Take personal ownership of issues, following through to issue resolution
Actively and effectively communicate technical and business aspects of work efforts to team members and other stakeholders
Mentor other analysts when necessary
Effectively organize and prioritize all tasks and responsibilities
Participate in team projects and activities
Demonstrate flexibility in accepting and adapting to change
Education/Previous Experience:
College degree in computer and information science, finance, or business-related field.
At least 5 years of work in wealth management, preferably with direct experience in building technology platforms and products and services commonly offered to independent registered investment advisors and introducing broker dealers.
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Notes from Hiring Manager:
Strong preference for local candidates in the Tampa Bay area who can work a hybrid schedule (2–3 days per week onsite) at the St. Petersburg location (33716).
Candidates must have experience driving process improvements from a business perspective. Financial Services industry experience—specifically within Wealth Management—is highly preferred.
Looking for individuals who have demonstrated success in creating efficiencies, are highly detail-oriented, and possess strong critical and “outside-the-box” thinking skills.
Ideal candidates will have 4–5 years of relevant business experience; recent graduates or candidates fresh out of school will not be considered.
This team works closely with Independent Broker Dealers; experience managing application roadmaps is required.
The role includes product-based testing, supporting bug fixes, and contributing to ongoing enhancements.
This is a business-facing role that involves frequent communication with developers, external business partners, and key stakeholders.
Priority criteria: Industry experience, followed by Product Management/Business Analysis experience, and finally overall team and personality fit, with an emphasis on problem‑solving skills.
Essential Duties and Responsibilities:
Work hands‑on with internal users and financial advisors to understand pain points
Gather requirements through interviews, observations, surveys, and workshops
Facilitate brainstorming sessions to identify opportunities for improvement of the advisor’s experience
Capture and analyze data to identify efficiency opportunities
Define and document detailed functional (e.g., business processes, rules) and non-functional (e.g. data, security) business requirements
Partners with team members to develop project schedules, reports and documentation and may be required to act as project lead
Facilitate and participate in user testing to ensure solutions meet requirements from a functional, design, and user experience perspective
Lead in preparing and delivering user training for process solutions
Provide ongoing support for implemented solutions, including maintenance and enhancements
Performs other duties and responsibilities as assigned
Industry Knowledge:
Understanding fundamental practices and procedures used by custodians and clearing firms.
Products, processes, and business structure of independent registered investment advisors and introducing broker dealers.
Familiarity with “a day in the life of an advisor.”
Business Processes & Operations - Understanding of core business functions, workflows, and operational models across finance, operations, customer service, and/or product development.
Requirements Analysis & Documentation - Knowledge of requirement‑gathering methods such as interviews, workshops, user stories, and process mapping.
Project Management Principles - Familiarity with project planning and budgeting, project lifecycles (waterfall, agile, hybrid), sprint processes, and stakeholder engagement.
Data Analysis & Reporting - Understanding of data structures, KPIs, reporting frameworks, and analytical techniques to support decision‑making.
Technology Systems & Integrations - General understanding of enterprise systems in larger enterprises and how they integrate through APIs, ETL, or middleware.
Change Management Fundamentals - Knowledge of change readiness, adoption strategies, and communication planning.
Regulatory & Compliance Considerations - Awareness of industry‑specific regulations and standards that influence business processes.
General - Core business competencies such as finance, management, accounting, operations, and marketing.
Skill in:
Eliciting and documenting business requirements from a broad set of stakeholders involving complex systems and system integrations
Leading cross‑functional workshops and creating client journey maps
Enhancing processes to improve client experience and drive operational efficiency
Creative problem solving to meet client needs while managing business scale and risk
Test planning, documenting acceptance criteria, and running end‑to‑end validation
Developing instructional and procedural documentation/presentations
Preparing various reports, summaries, surveys and written recommendations
Strong verbal and written communication skills
Microsoft Office suite (including Visio)
Ability to:
Manage engagements with internal and external clients to gather scope and requirements
Translate advisor pain points into measurable improvements
Have a general understanding of policy, procedures and processes of the organization while maintaining a big picture orientation
Work independently to perform gap analysis between current and future state processes
Take personal ownership of issues, following through to issue resolution
Actively and effectively communicate technical and business aspects of work efforts to team members and other stakeholders
Mentor other analysts when necessary
Effectively organize and prioritize all tasks and responsibilities
Participate in team projects and activities
Demonstrate flexibility in accepting and adapting to change
Education/Previous Experience:
College degree in computer and information science, finance, or business-related field.
At least 5 years of work in wealth management, preferably with direct experience in building technology platforms and products and services commonly offered to independent registered investment advisors and introducing broker dealers.
#J-18808-Ljbffr