The BA/Product Owner will evaluate existing advisor and operational workflows, identify opportunities where AI can create measurable business value, and translate those opportunities into well-defined use cases, requirements, user stories, workflows, and implementation priorities. Familiarity with financial advisor and WealthTech platforms such as Salesforce Financial Services Cloud, Envestnet, Orion, Addepar, Tamarac, Black Diamond, eMoney, MoneyGuide, Schwab Advisor Services, Fidelity Institutional, or Pershing.