Lead Product Analyst – Wealth Management
Santa Ana, California
Company SummaryJoin a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for seven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
Seeking a techno functional Product Analyst for our wealth management value streams and technologies. In this role you will utilize your strong financial literacy and knowledge of securities, investing, trading and brokerage processes to contribute to our fast-growing team. You will evaluate business processes and technology solutions to help high net worth individuals reach their investment goals. You will partner across teams to develop a roadmap for value-generating activities and improvements. This role includes analysis of issues reported by business users, defining associated problem statements, making recommendations, and evaluating proposed solutions. Working closely with our business and product delivery leaders, you will help build a team that delivers new and enhanced capabilities to meet the evolving needs of our internal teams and customers. You will perform and support knowledge sharing on value-add solutions, enabling business colleagues to fully utilize system capabilities and enable growth of our client base.
You will be an active participant in our continuous learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued. In this hybrid remote role, you may be required to be on site frequently at our headquarters location.
You will contribute your business systems analyst skills and experience, to enhance the capabilities our Wealth Management processes and systems. Your strong client focus and agile mindset will help you to deliver on these key responsibilities:
Build strong relationships with internal partners (such as Wealth Management stakeholders, Product Portfolio Management, Product Delivery Teams, Product Support, Compliance/Risk, Information Security, etc.)
Review and understand technology products, configurations, customizations and release notes in order to:
Elicit and capture business requirements
Document and map current and future state business processes
Notify partner teams of impacts related to pending vendor product releases
Work as a team to create and deliver functional user stories (specifications) based on architecture/design/business processes
Manage implementation of product updates and maintain related application configurations
Identify opportunities for cross-training support teams for ongoing process improvement
Perform manual data uploads on a recurring basis and identify continuous improvement opportunities.
Manage work items within the product backlogs, collaborating with vendor and in-house teammates on delivery
Build subject matter expertise for our business process optimization platforms, providing the highest level of support to diagnose issues and provide resolution
Establish support procedures
Perform quality assurance to ascertain compliance to requirements and assist the business areas in their execution of acceptance testing
Work with internal teams on completing internal and external audit requests
Determine top use cases and synergies across teams to drive continuous delivery of value
Bachelor of Science degree in a technical discipline, business, or related field
7+ years of experience in Information Technology in a business systems analyst or similar function
Strong financial literacy and knowledge of securities, investing, trading and brokerage processes
Strong understanding of business process optimization and automation concepts
Experience documenting business cases and/or business requirements
Experience in incident management, triaging issues and implementing resolutions
Ability to discern complex explicit and implicit needs and requirements of various business and technical stakeholders
Ability to convey complex business and technical information in a concise manner
Ability to create effective visualizations of processes and workflows
Experience with wireframing
Working knowledge of SQL
Ability to quickly learn the objectives, structures, processes, and policies of a business area
Excellent critical thinking and analytical skills
Excellent written and verbal communication
Craves knowledge and enjoys learning new skills
Enjoys planning, organizing, and coordinating activities within a team
Enjoys collaborating with team members, sharing skills, and learning from others
Experience working with Salesforce CRM platforms in an analyst role.
Experience with FIS Addvantage
Experience with Schwab Advisor Center
Experience working with or in production support roles
Good understanding of and experience working with Agile development methodologies, techniques, and tools
SAFe methodology certification
Business Analysis certification (CBAP or similar)
Pay Range: $87,900.00- $135,300 Annual
This hiring range is a good faith and reasonable estimate of the salary range of possible compensation at the time of the posting, and is subject to change. The actual compensation offered will be determined by various factors, which may include a candidate’s education, training, experience, and geographic location.First American invests in its employees' development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. First American is committed to diversity and inclusion. We are an equal opportunity employer.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
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