# Business Analyst / Product Owner

> Qode · Texas, United States (Hybrid) · Full-time · Posted 2026-07-06

**Workplace:** hybrid

## Description

**Job Title:** Business Analyst / Product Owner

**Location:** Austin, TX

**Job Type:** Full-Time

**Industry:** Wealth / Asset Management

  

BA to drive modernization of advisor platforms and account opening/onboarding experiences within wealth management. Partners with business stakeholders, product owners, and engineering to define requirements and deliver digital transformation of advisor and client-facing workflows.

  

Required Qualifications

-   Bachelor’s degree in business, Finance, IS, CS, or related field.
-   5–10 years BA experience, incl. 3+ years in Wealth/Asset Management or Broker-Dealer, with direct exposure to advisor platforms or account opening systems.
-   **Strong understanding of account opening/onboarding processes and advisor workflow tools.**
-   **Agile/Scrum experience; skilled in BRDs, FRDs, user stories, acceptance criteria, process flows, data mapping.**

  

Key Responsibilities

-   Gather, analyze, and document requirements for advisor platform and account opening modernization initiatives; translate into user stories, acceptance criteria, and process flows.
-   Analyze and redesign end-to-end account opening and onboarding workflows (new accounts, householding, account maintenance, money movement) to reduce friction and manual touchpoints.
-   Partner with advisors and operations teams to identify pain points in current platform tools and recommend digital/automation-driven improvements.
-   Support Agile delivery (backlog grooming, sprint ceremonies, demos) for platform modernization workstreams; validate delivered functionality against business intent.
-   Support UAT, define test scenarios, and coordinate defect triage for onboarding/platform releases.

## Apply

[Apply at Qode](https://apply.workable.com/qodeworld/j/9B05E02C60/apply)

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