Talent.com
Senior Business Systems Analyst / Product Owner - Wealth Technology (Remote, NC)

Senior Business Systems Analyst / Product Owner - Wealth Technology (Remote, NC)

Jobs via DiceRaleigh, NC, United States
21 hours ago
Job type
  • Full-time
  • Remote
Job description

Senior Business Systems Analyst / Product Owner - Wealth Technology (Remote, NC)

Join to apply for the Senior Business Systems Analyst / Product Owner - Wealth Technology (Remote, NC) role at Jobs via Dice

Senior Business Systems Analyst / Product Owner - Wealth Technology (Remote, NC)

2 days ago Be among the first 25 applicants

Join to apply for the Senior Business Systems Analyst / Product Owner - Wealth Technology (Remote, NC) role at Jobs via Dice

Get AI-powered advice on this job and more exclusive features.

Overview

This is a remote role that may only be hired in North Carolina.

Overview

This is a remote role that may only be hired in North Carolina.

The Senior Business Systems Analyst (BSA) role in Wealth Management plays a dynamic, high-impact hybrid role at the intersection of product strategy, stakeholder management, business analysis, digital transformation, and project leadership. This senior-level position partners closely with executive stakeholders to lead the definition, design, and delivery of complex Wealth Management technology initiatives.

We are looking for a confident self-starter who operates with minimal direction, thrives in ambiguity, wears multiple hats, and understands how to translate strategy into actionable delivery. The ideal candidate combines a Product Manager's vision, a Project Manager's structure, a UX Analyst's empathy, and a BSA's technical depth.

Responsibilities

Key Responsibilities :

Strategic Product Delivery

  • Collaborate with senior stakeholders to shape product vision, roadmap, and success metrics.
  • Balance business needs, user experience, and technical feasibility to drive pragmatic outcomes.

Advanced Business Analysis

  • Own requirements gathering and solution design across complex systems, including Envestnet, FIS, and Salesforce.
  • Facilitate working sessions, whiteboarding, and cross-functional collaboration to clarify goals and define specifications.
  • Translate unstructured needs into well-formed epics, user stories, process flows, and acceptance criteria.
  • Represent front-line advisors by gathering feedback and conducting usability walkthroughs.
  • Contribute to product designs, workflow improvements, and UI enhancements that drive advisor and client value.
  • Process Mapping & Strategic Facilitation

  • Lead cross-functional teams-including senior business, architecture, and technology stakeholders-through structured mapping sessions.
  • Create and align on end-to-end concept architectures, business workflow diagrams, and system interaction flows.
  • Drive clarity and consensus around future-state solutions and process enhancements.
  • Project Leadership & Execution

  • Act as a driver for project execution-monitoring progress, managing risks, and clearing roadblocks.
  • Coordinate across business, technology, and vendor teams to ensure timely, aligned delivery.
  • Adjust roles dynamically based on project needs-whether leading meetings, documenting flows, or QA testing.
  • Stakeholder Management & Communication

  • Build trusted relationships with senior business leaders, ensuring alignment on scope, timeline, and priorities.
  • Provide executive-ready updates, influence decision-making, and bring clarity in complex discussions.
  • Mentorship & Leadership

  • Set the tone for quality, initiative, and ownership on project teams.
  • Mentor junior analysts and promote a culture of proactive problem-solving and continuous improvement.
  • Serve as the go-to subject matter expert for Wealth Management platforms and data analytics.
  • Qualifications

    Bachelor's Degree and 6 years of experience in Systems Support, or Analytics, or Operational Support OR High School Diploma or GED and 10 years of experience in Systems Support, or Analytics, or Operational Support

    Preferred Qualifications :

  • Bachelor's Degree and 8+ years of experience in Business Systems Analysis, Product Management, or related roles within Financial Services.
  • Deep familiarity with Wealth Management domains, particularly Trust, Brokerage, and Investment platforms.
  • Demonstrated experience delivering enterprise technology solutions with multiple stakeholders and vendor dependencies.
  • Strong analytical, facilitation, and communication skills-comfortable navigating both executive and technical audiences.
  • Highly adaptable with the ability to self-direct and operate independently without micromanagement.
  • Willingness to roll up sleeves and dive into details when needed to move a project forward.
  • Preferred Skills :

  • Experience with platforms such as Envestnet, SEI, FIS, Salesforce, or similar wealth tools
  • Prior product ownership or project leadership experience
  • UX familiarity and experience collaborating with designers or conducting user testing
  • Strong grasp of Agile delivery and cross-functional team management
  • The base pay for this position is generally between $111,000 and $170,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and / or other awards as outlined in the offer of employment.

    This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.

    Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at

    $descr2

    $descr3

    Seniority level

    Seniority level

    Mid-Senior level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Information Technology

    Industries

    Software Development

    Referrals increase your chances of interviewing at Jobs via Dice by 2x

    Get notified about new Senior Business System Analyst jobs in Raleigh, NC .

    Senior Business Analyst - Digital Channels (Remote)

    Business Analyst-Provider Network Crisis System (Full-time Remote, North Carolina Based)

    Morrisville, NC $66,240 - $86,112 2 days ago

    Business Analyst Facilities Operations Strategy & Risk Support

    BAS / HVAC Controls Specialist - International Travel

    Raleigh, NC

    $90,000.00

    $115,000.00

    6 days ago

    Epic Systems Analyst II - Business Application

    Epic Systems Analyst II - Business Application

    Senior Business Systems Analyst / Product Owner - Wealth Technology (Remote, NC)

    Raleigh, NC $111,000 - $170,000 2 days ago

    Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

    #J-18808-Ljbffr

    Create a job alert for this search

    Senior Wealth • Raleigh, NC, United States

    Related jobs
    • Promoted
    Business Systems Analyst

    Business Systems Analyst

    Accentuate StaffingRaleigh, NC, US
    Full-time
    Accentuate Staffing is partnered with a healthcare organization seeking a Business Systems Analyst to support initiatives that enhance care management, data interoperability, and healthcare deliver...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Senior Business Systems Analyst

    Senior Business Systems Analyst

    North Carolina StaffingRaleigh, NC, United States
    Full-time
    This job is for someone who has a background in the Health Insurance industry, specifically regarding Provider Network data and pricing methodologies (including procedure codes and fee schedules).T...Show moreLast updated: 21 hours ago
    • Promoted
    • New!
    Business Systems Analyst (Customer Master Data Product Owner)

    Business Systems Analyst (Customer Master Data Product Owner)

    NetAppMorrisville, NC, United States
    Full-time
    Enterprise Data & Analytics (EDA) team as a Customer Master Data Product owner.This position will play a critical role in driving the success of our Customer and Contact related applications, produ...Show moreLast updated: 21 hours ago
    • Promoted
    • New!
    Senior Business Systems Analyst - HNAS

    Senior Business Systems Analyst - HNAS

    Highmark HealthRaleigh, NC, United States
    Full-time
    HNAS (Health Now Administrative Services) offers flexible, cost-effective solutions for employee health benefits.HNAS is part of Highmark Health, a national blended health organization with a missi...Show moreLast updated: 21 hours ago
    • Promoted
    Travel Board Certified Behavioral Analyst - School (BCBA) in Wake Forest, NC

    Travel Board Certified Behavioral Analyst - School (BCBA) in Wake Forest, NC

    AlliedTravelCareersWake Forest, NC, US
    Full-time
    AlliedTravelCareers is working with Aequor to find a qualified BCBA - School in Wake Forest, North Carolina, 27587!.Aequor is now hiring a full-time Board Certified Behavior Analyst (BCBA) for the ...Show moreLast updated: 15 days ago
    • Promoted
    Fully Remote Survey Participant

    Fully Remote Survey Participant

    Prime InsightsAnderson Creek, NC, US
    Remote
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Senior Business Systems Analyst

    Senior Business Systems Analyst

    Highmark HealthRaleigh, NC, United States
    Full-time
    This job is for someone who has a background in the Health Insurance industry, specifically regarding Provider Network data and pricing methodologies (including procedure codes and fee schedules).T...Show moreLast updated: 21 hours ago
    • Promoted
    Earn extra cash - Sign up and drive with Uber

    Earn extra cash - Sign up and drive with Uber

    UberNewton Grove, NC, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 7 days ago
    • Promoted
    Board Certified Behavioral Analyst

    Board Certified Behavioral Analyst

    Action Behavior CentersWake Forest, NC, US
    Full-time
    APPLICATIONS ARE REVIEWED DAILY.YOU CAN EXPECT A RESPONSE WITHIN 24 HOURS.Our Patients : An intentional focus on small caseloads with a compassionate care approach. Our Culture : ABC Core Values are m...Show moreLast updated: 4 days ago
    • Promoted
    Business Faculty

    Business Faculty

    InsideHigherEdLouisburg, North Carolina, United States
    Full-time
    Reports to : Division of Business and Social Science.Exempt / Non-Exempt Status : EXEMPT.Business faculty are primarily responsible for teaching Business classes including Intro to Business and Busines...Show moreLast updated: 14 days ago
    • Promoted
    Remote FinTech Product Analyst - AI Trainer ($50-$60 / hour)

    Remote FinTech Product Analyst - AI Trainer ($50-$60 / hour)

    Data AnnotationChapel Hill, North Carolina
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 20 days ago
    • Promoted
    Senior Business Systems Analyst - Consumer Loan Origination

    Senior Business Systems Analyst - Consumer Loan Origination

    First Citizens BankRaleigh, NC, US
    Full-time
    This is a remote role that may only be hired in the following locations : CT, DE, IA, IN, KS, KY, NC, NH, OH, PA, RI, SC, VA, WV, PA, WI, AZ, FL, GA, MI, MO, TN, TX. We are looking for a Senior Busin...Show moreLast updated: 18 days ago
    • Promoted
    • New!
    Senior Business Systems Analyst (North Carolina)

    Senior Business Systems Analyst (North Carolina)

    Jobs via DiceRaleigh, NC, United States
    Full-time
    Senior Business Systems Analyst (North Carolina).Senior Business Systems Analyst (North Carolina).Senior Business Systems Analyst (North Carolina). Be among the first 25 applicants.Senior Business S...Show moreLast updated: 21 hours ago
    • Promoted
    Driver - Get Paid Daily

    Driver - Get Paid Daily

    UberNewton Grove, NC, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 7 days ago
    • Promoted
    Systems Analyst

    Systems Analyst

    Altec Industries, Inc.Creedmoor, NC, US
    Full-time
    Provide excellent systems user experience through installation, troubleshooting, and / or repair of computer hardware and software . Resolves simple technical issues.Provides excellent customer servic...Show moreLast updated: 6 days ago
    • Promoted
    BCBA

    BCBA

    Action Behavior CentersWake Forest, NC, US
    Full-time
    APPLICATIONS ARE REVIEWED DAILY.YOU CAN EXPECT A RESPONSE WITHIN 24 HOURS.Our Patients : An intentional focus on small caseloads with a compassionate care approach. Our Culture : ABC Core Values are m...Show moreLast updated: 4 days ago
    • Promoted
    Want to earn extra money? Drive with Uber

    Want to earn extra money? Drive with Uber

    UberNewton Grove, NC, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 7 days ago
    • Promoted
    Take Surveys Get Paid!

    Take Surveys Get Paid!

    Prime InsightsSpring Lake, NC, US
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 6 days ago