Product Ownership or Business Analysis within Wealth Management, Brokerage, Digital Trading, or FinTech environments.
Strong understanding of the investment lifecycle, including client onboarding, suitability, order placement, trade execution, clearing, settlement, and corporate actions.
Technical proficiency in API‑based integrations, microservices, data flows, and platform architecture.
Proven experience working with external vendors for trading, custody, or portfolio management solutions.
Strong communication, stakeholder management, and analytical skills.
Experience working in Agile/Scrum delivery teams.