Submission Needed on Job Opening || Product Owner / Senior Business Analyst – Wealth Management || Remote

[pradeep bhondwe]

Hello,

My name is Pradeep Bhondve, and I work as a Technical Recruiter for K-Tek Resourcing.
 
We are searching for Professionals below business requirements for one of our clients. Please read through the requirements and connect with us in case it suits your profile.

Please see the Job Description and if you feel Interested then send me your updated resume at Pradeep.bhondve@ktekresourcing.com or give me a call at  

832 .632.9328

. 

Linkedin Profile: https://www.linkedin.com/in/pradeep-bhondve-aba57b166/

Job Title: Product Owner / Senior Business Analyst – Wealth Management

Location: Remote 100%

Duration: Long Term

Need Strong Experience in Wealth Management, along with eMoney Advisor or MoneyGuidePro

Job Description:

• Strong experience in wealth management domain, specifically financial planning (retirement, investments, annuities, goal-based planning)
• Hands-on experience with planning tools like eMoney Advisor or MoneyGuidePro
• Experience integrating planning tools with CRM platforms (Salesforce FSC / Dynamics) and wealth platforms like Fidelity Wealthscape
• Ability to define advisor & client journeys (prospecting → planning → recommendation → review) and translate into user stories / backlog
• Strong stakeholder management across business, advisors, and technology teams, with experience in Agile delivery (PO/BA role)
• Exposure to AI-driven planning / automation / advisor tools is a plus

Pradeep Bhondve    Talent Acquisition Specialist, KTEK Resourcing LLC O 832.632.9328   | 832.968.6386 E Pradeep.bhondve@ktekresourcing.com Linkedin: https://www.linkedin.com/in/pradeep-bhondve-aba57b166/ W www.ktekresourcing.com A 9494 Southwest Freeway, Suite #350, Houston, TX -77074