Product Analyst

Saint Petersburg, Florida

Pitisci & Associates
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PRODUCT ANALYST


St. Petersburg, FL


W2 Contract - GC/USC




Our client is seeking a detail-oriented and strategic Product Analyst to support the planning, coordination, and execution of product initiatives for internal and vendor-managed technology products serving financial advisors. This role will be critical in managing product roadmaps, ensuring alignment with business goals, coordinating cross-functional teams, and performing rigorous product testing.


The candidate will play a key role in delivering impactful tools and solutions in the financial services space, improving the experience and effectiveness of financial advisors through innovative technology.




Product Roadmap Management:



  • Collaborate with internal product managers and external vendors to maintain and track product roadmaps.

  • Monitor progress and ensure alignment with strategic goals and timelines.

  • Facilitate roadmap planning sessions and gather input from stakeholders.




Cross-Functional Coordination:



  • Act as the liaison between product, engineering, design, compliance, operations, and vendor teams.

  • Drive communication to ensure timely delivery of features and updates.

  • Organize and lead project update meetings, sprint reviews, and release readiness discussions.




Product Testing & Validation:



  • Develop and execute test plans and scripts for new product features and releases.

  • Partner with QA teams and business users to validate functional requirements.

  • Identify bugs or issues, document them clearly, and track resolution through completion.




Product Performance Analysis:



  • Collect and analyze product usage data to support ongoing improvements.

  • Provide actionable insights and recommendations based on product performance metrics.

  • Assist in post-release reviews to assess impact and inform future enhancements.




Technical & Analytical Skills:



  • Strong understanding of product lifecycle management and agile development practices.

  • Experience writing and executing test cases or using testing tools (e.g., Postman, Selenium).

  • Ability to analyze data using Excel, SQL, or BI tools (e.g., Tableau, Power BI) is a plus.




Industry Knowledge:



  • Experience or strong interest in financial services, especially tools for financial advisors, wealth management platforms, or investment technologies.

  • Understanding of regulatory and compliance considerations in financial technology products.

  • Prior knowledge of billing systems a plus.




Soft Skills:



  • Excellent organizational and communication skills as well as a roll up the sleeves mentality sufficient to independently oversee multiple project from start to completion.

  • Ability to work independently and manage multiple initiatives simultaneously.

  • Strong critical thinking and problem-solving abilities.

  • Comfort in working with both technical and non-technical stakeholders

  • Excellent written and oral communication skills, as well as strong interpersonal skills.

  • Work in a client-focused and team-based environment.

  • Be a creative thinker and have an entrepreneurial mindset.

  • Work in a dynamic, growing environment.




Bachelor's Degree, 2-4 years experience in financial services product development



Date Posted: 07 May 2025
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