Description

Key Responsibilities

• Act as a hands-on Product Owner, fully accountable for story writing, backlog ownership, and cross-team delivery — no dedicated Business Analyst support
• Translate complex financial logic into clear user stories, process flows, and functional requirements
• Create and maintain data mapping artifacts, system diagrams, and visual documentation using Lucidchart, Miro, or Visio
• Work directly with engineering, QA, finance, and operations teams to align system functionality with business goals
• Lead Agile ceremonies, including backlog grooming, sprint planning, demos, and retrospectives, using JIRA
• Collaborate with data engineers to validate logic, data structures, and end-to-end flows during migration
• Support a large-scale platform migration, handling parallel workstreams and multiple internal/external stakeholders
• Ensure complete and traceable documentation for system handoffs, audit readiness, and data lineage

Qualifications

• 10+ years of experience in product ownership, product management, or systems analysis within financial services or fintech
• Proven experience working independently with stakeholders to analyze, document, and drive solutions from raw financial data
• Deep experience working with databases, data mapping, structured data analysis, and reporting
• Strong fluency with Agile, JIRA, and roadmap delivery processes
• Proficiency with tools like Lucidchart, Miro, Visio for flow diagrams and system architecture
• Excellent written and verbal communication skills; able to communicate clearly with executive-level stakeholders
• Advisor fee billing experience is a plus
• Finance domain experience is required

Key Skills

Education

Bachelor's degree