- Wealth Dynamix helps to relieve the burden of client management issues for wealth management and private banking firms with innovative technology.
- We provide Relationship Managers with a multi-award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree access to their client.
- We are a global leader in end-to-end CLM, Wealth Dynamix has offices and clients in three continents with headquarters in the UK.
- Serve as the primary touchpoint for clients, managing all aspects of the project and relationship to ensure client satisfaction.
- Act as the communicator and facilitator between Wealth Dynamix and our clients, addressing their needs and concerns effectively.
- Document business requirements as user stories and acceptance criteria, managing the Product Backlog for client projects.
- Conduct high-level and detailed Sprint Planning sessions in collaboration with the Development team.
- Develop a deep understanding of Wealth Dynamix and Microsoft Dynamics products to effectively guide development effort. Work closely with developers to deliver software solutions that align with client needs and expectations.
- Define, execute, and manage testing phases to ensure high-quality deliverables.
- Facilitate client-facing sessions, including sprint playbacks, User Acceptance Testing (UAT), and go-live support as required.
- Provide expert product knowledge and advice to support existing customers.
- Collaborate with delivery and development teams to ensure adherence to core product development processes.
- This is a fantastic opportunity to work in a growing FinTech environment with excellent career progression available.
- With a global client base the role offers an opportunity to experience a wide variety of digital transformation projects – each with their own unique requirements and opportunities.
- We take career progression seriously, with investment into the WDX Academy for new and existing employee learning and development.
- Incredible learning opportunity with exposure to multiple complex client needs.
- Excellent document writing, presentation, and verbal communication skills to effectively convey ideas and requirements.
- Proven experience in using SCRUM/Agile methodology for developing complex software solutions.
- 5+ years of strong business analysis experience demonstrated in relevant industries or sectors.
- Strategic analysis and planning experience, with a focus on business case formulation and benefits realization.
- Experience working in a technical environment, with knowledge of software development processes and best practices.
- Hands-on experience with API integration, ensuring seamless connectivity between systems.
- Experience managing multiple software projects, including previous experience handling at least two software implementations.
- Familiarity with SaaS products and cloud-based software solutions.
- Experience working with ETL tools such as Talend and familiarity with Azure Data Factory.
- Familiarity with the Wealth Management industry or a related field is highly desirable.
- Experience working in the banking or wealth management sector is a strong plus.
- Understanding of insurance products is beneficial.
- Ability to manage relationships at a senior stakeholder level, demonstrating strong interpersonal skills.
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Technical Product Owner - Greater London - Wealth Dynamix
Description
Overview
Technical Product Owner wanted as our team is growing fast
Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech firm
Company: Wealth Dynamix
Role: Technical Product Owner
Location: London
Start Date: ASAP
Would you like to join one of the fastest growing FinTech firms in Europe? We are looking for an analytical self-starter with experience as a Product Owner / Business Analyst in software development. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Managing solution to the Wealth Management industry, apply now
Who are we?
What is the role?
As a Technical Product Owner at Wealth Dynamix, you will play a crucial role in the consulting team, gathering and managing business requirements from clients while enhancing our product offerings. You will be the primary point of contact for clients, ensuring their needs are met and their expectations exceeded, all while facilitating effective communication between clients and our internal teams.
Responsibilities
Client Engagement
Requirements Management
Product Expertise
Quality Assurance
Support and Liaison
Why should you apply?
Who is best suited to this role?
Communication Skills:
Agile Methodology:
Business Analysis Experience:
Technical Background:
API Integration:
Project Management:
SaaS Experience:
ETL & Data Processing:
Industry Knowledge:
Stakeholder Management:
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