What are the responsibilities and job description for the Product Owner - Business Analyst position at Cogent IBS, Inc?
The title is Product Owner, but they are open to a Business Analyst that has a financial planning background / has done the BA type duties such as requirements gathering and roadmap enhancements.
Job Must Haves:
Business analysis capabilities
Experience with MoneyGuide or eMoney
Understanding of financial planning / financial planning background
Ability to work independently on requirements and process mapping
Job Nice to Haves:
Experience with Salesforce CRM
Collaborative mindset
Goal-based planning experience
Job Details:
The Product Owner will manage the transition to MoneyGuide, focusing on integrating planning outputs into CRM and client portals. The role is crucial for First Command''s planning-first approach, ensuring robust financial plans are presented to clients. The candidate will work closely with PMs, architecture, and UX teams to enhance client engagement and deliver strategic initiatives.
What the right candidate will enjoy:
Collaborative and dynamic team environment
Opportunity to influence product strategy and client engagement models
Working with industry-leading planning tools
What type of experience does the right candidate have:
Experience with MoneyGuide or eMoney
Strong business analysis skills
Understanding of financial planning and client needs-based planning
What the responsibilities are of the right candidate:
Manage integration of planning outputs into CRM and client portals
Collaborate with PMs and stakeholders to enhance product strategy
Independently map out and analyze business requirements and processes
Salary : $60 - $65