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
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