The Value Maximizer · 14 hours ago
Senior Business Analyst / Product Owner
Austin, TX
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expThe Value Maximizer is 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.
Information Technology & Services
Responsibilities
Act as a Product Owner / Lead BA for Wealth Management Account Opening and Client Onboarding platforms, owning requirements from concept through delivery
Drive solutions across digital and assisted account opening, including: Individual, Joint, Trust, IRA, Corporate, and Advisory accounts KYC / AML / CIP / KYB workflows Suitability, risk profiling, and client disclosures Document capture, e-signature, and verification Deep understanding of brokerage and advisory onboarding journeys, including straight-through processing (STP) and exception handling
Partner with Compliance and Legal teams to ensure adherence to SEC, FINRA, FATCA, CRS, and regional regulatory requirements
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
Qualification
Required
10-15+ years (with strong Wealth Management domain exposure)
Act as a Product Owner / Lead BA for Wealth Management Account Opening and Client Onboarding platforms, owning requirements from concept through delivery
Drive solutions across digital and assisted account opening, including: Individual, Joint, Trust, IRA, Corporate, and Advisory accounts
KYC / AML / CIP / KYB workflows
Suitability, risk profiling, and client disclosures
Document capture, e-signature, and verification
Deep understanding of brokerage and advisory onboarding journeys, including straight-through processing (STP) and exception handling
Partner with Compliance and Legal teams to ensure adherence to SEC, FINRA, FATCA, CRS, and regional regulatory requirements
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
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: Brokerage & advisory business models, Client lifecycle management, Regulatory-driven onboarding controls
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
Preferred
Experience with large Wealth Management firms, broker-dealers, or advisory platforms through IT Consulting firms
Exposure to digital transformation or platform modernization initiatives
Company
The Value Maximizer
At The Value Maximizer, we empower businesses to unlock their full potential through cutting-edge AI-based platforms.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase