01Requirements
**
- Bachelors degree or equivalent professional experience.
- Experience in product management, business analysis, or a related role.
- Experience within financial services, investment management, or banking environments.
- Experience working with Agile product practices, including backlog management and roadmap planning.
- Experience translating business needs into business requirements documents, user stories, and product specifications.
**Core Competencies:**
- Client-centered approach with the ability to represent user and business perspectives.
- Analytical and data-informed problem-solving skills.
- Clear written and verbal communication.
- Ability to collaborate across teams and manage stakeholder relationships.
- Comfort working within regulated and complex environments.
**Preferences:**
- Familiarity with financial advisor business models including independent, institutional, and employee models.
- Familiarity with financial advisor marketing platforms and 3rd party vendor options.
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