Hybrid Product Analyst – WIM Operations, Account Opening and Maintenance

Posted 10 hours ago

Apply now

About the role

  • Product Analyst managing account opening and maintenance within Wealth and Investment Management team. Involve in process improvement, documentation updates, and onboarding of new members.

Responsibilities

  • Manage the intake process for Account Opening and Maintenance initiatives
  • Build and maintain Functional Data Dictionaries for Account Opening and Maintenance Applications
  • Create training plan tailored for the onboarding of new team members
  • Maintain and update application documentation, updating user guides and process materials following system changes to ensure accurate and current usage instructions
  • Complete discovery work for Account Opening and Maintenance initiatives and enhancements
  • Identify opportunities for process improvement by reviewing current processes and analyzing business metrics
  • Review and research strategies and action plans for Account Opening and Maintenance initiatives
  • Present recommendations to develop, implement, and monitor strategic approaches, evaluate the effectiveness of support function, and identify business performance improvement opportunities to risk management

Requirements

  • 2+ years of Business Execution, Implementation, or Strategic Planning experience
  • 2+ years of product experience
  • 2+ years of Account Opening experience
  • Experience with Agile tools such as Confluence or Jira
  • Knowledge and understanding of regulatory requirements
  • Knowledge and understanding of end-to-end process flows and control structures (Visio)
  • Ability to work with changing priorities and deadlines
  • Ability to organize and manage multiple priorities
  • Knowledge and understanding of business requirements writing, gathering and analysis
  • Intermediate Microsoft Office skills (Outlook, Excel, Word, PowerPoint, Teams)
  • Excellent verbal, written, and interpersonal communication skills

Benefits

  • Hybrid work schedule
  • Opportunity for professional development

Job title

Product Analyst – WIM Operations, Account Opening and Maintenance

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job