Product Owner - Wealth Management

About the Role

We are seeking a Business Analyst to drive requirements gathering, user interface design, and functional specifications for a high-impact greenfield initiative : a new wealth management platform built on Oracle Database, with a Java backend and Angular frontend. You will play a central role in shaping the application from the ground up and leveraging AI to accelerate and improve the delivery of requirements.

Key Responsibilities

Collaborate with stakeholders to capture and refine business requirements, ensuring clarity, accuracy, and completeness.

Partner with UI / UX designers and developers to define and validate UI requirements and user journeys.

Break down requirements into PBIs (Product Backlog Items) to support Agile delivery.

Document technical aspects for the UI, backend services, and integrations, ensuring developers understand what is needed.

Apply AI-driven tools and methods to accelerate requirement gathering, analysis, and documentation.

Contribute to building internal tools and accelerators that can be leveraged across projects.

Ensure requirements align with wealth management best practices, including security, goal planning, and regulatory compliance.

Required Qualifications

Proven experience as a Business Analyst in wealth management.

Ability to understand UI design and development from the ground up and translate UI / UX needs into actionable requirements.

Familiarity with Oracle, Java, and Angular technologies.

Strong understanding of services architecture to effectively communicate requirements to developers.

Innovative mindset and strong interest in leveraging AI to improve processes and accelerate requirement delivery.

Excellent communication skills and ability to thrive in a fast-paced, greenfield environment.

Curiosity and proactive attitude toward building tools and processes that benefit other projects using AI.

Location : Tampa, US (Hybrid – 50% in the office) – as a Contractor

OR remote from Brazil – as a Contractor