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Business Analyst / Product Owner - Insurance Wealth Management
- Boston, Massachusetts, United States
- Boston, Massachusetts, United States
À propos
Perm
Hybrid
The Role We’re hiring a Business Analyst / Product Owner to support insurance-focused wealth management initiatives, with a strong emphasis on Life & Annuity servicing and product delivery .
This is a hands-on role sitting between business stakeholders and SaaS delivery teams. You’ll own requirements, shape product features, and ensure complex wealth management servicing needs are translated into clear, executable solutions.
This role suits someone who enjoys operational detail, product ownership, and real delivery — not just documentation.
What You’ll Be Working On
Acting as the primary SME for wealth management servicing requirements
Supporting Life & Annuity products across:
Transfers and rollovers
Distributions
Beneficiary changes
Regulatory and compliance-driven servicing
Gathering, analysing, and documenting business and functional requirements
Producing clear user stories, process flows, data mappings, and functional specs
Translating business needs into prioritised product backlogs
Working closely with product managers, developers, and QA teams
Participating in sprint planning, testing, and release cycles
Defining data standards, forms, and reporting requirements
Acting as the bridge between technical teams and business stakeholders
What We’re Looking For
4+ years’ experience as a Business Analyst, Product Owner, or similar role
Strong background in wealth management, brokerage, or financial services
Hands-on experience within Life & Annuity insurance environments
Deep understanding of wealth management servicing operations
Proven ability to translate complex requirements into technical delivery artefacts
Experience working with SaaS or platform-based development teams
Familiarity with Agile delivery (Scrum / Kanban)
Strong analytical, communication, and stakeholder management skills
Nice to have:
Experience with custodian or clearing integrations (e.g. major broker-dealers or platforms)
Exposure to regulatory reporting and data-heavy environments
What This Role Is (and Isn’t) This role is for you if you:
Enjoy owning requirements and seeing them delivered end-to-end
Like working across business, operations, and technology
Are comfortable operating in detail-heavy, regulated environments
This role is not for you if you:
Want a purely strategy or advisory-only position
Prefer minimal interaction with delivery teams
Avoid operational or regulatory complexity
Why Join
Hybrid and flexible working model
High level of ownership and autonomy
Exposure to complex, real-world insurance and wealth management challenges
Clear path to expand product ownership and domain expertise
Apply If you’re a Business Analyst or Product Owner with strong insurance and wealth management experience and want to work closer to product delivery and real outcomes, we’d love to hear from you.
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Compétences linguistiques
- English
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