Lead BA

As a Technical Product Manager on theTechnologyteam, you will combine product management, business analysis, systems analysis, and project management to deliver data capabilities that power Bellwether and our clients. Reporting to the SVP of Technology, you'll partner with business leaders and client stakeholders to translate needs into technically sound solutions, design robust integrations and ETL patterns, and assist in leading multi-team execution. You will manage two direct reports (Business Analyst and Systems Analyst) and serve as the single point of accountability for assigned platform initiatives, including, but not limited to, a phased transitions from legacy systems to modern data platforms.Candidates must have current U.S. work authorization; sponsorship is not available.Candidates must be based in Dallas, TX. Relocation will not be considered.Key ResponsibilitiesProduct Strategy & RoadmapPartner with the SVP of Technology and business leaders to define and prioritize a multi-quarter roadmap for data platform initiatives.Align product priorities with client needs and business objectives; lead discovery and requirements definition to convert strategy into executable programs.Own backlog prioritization and trade-off decisions for assigned initiatives.Integration & Data Architecture TransitionAssess and document current-state data flows, dependencies, and integration points across systems.Define future-state architecture for inbound/outbound client data flows (e.g., Salesforce, Databricks, Sigma, Tableau, SQL-based systems).Create phased transition plans that balance building new capabilities with sunsetting legacy systems while minimizing disruption.Collaborate with engineering to design, validate, and optimize scalable ETL pipelines, APIs, and monitoring/alerting patterns.Business Analysis & Process MappingLead discovery workshops and requirements sessions with business stakeholders and client-facing teams.Map end-to-end processes across finance, operations, and data teams; translate needs into user stories, technical requirements, and acceptance criteria.Produce deliverables including current/future-state diagrams, data mappings, API/interface specs, and traceability matrices.Project & Program LeadershipDrive end-to-end delivery across multiple client initiatives: manage plans, timelines, dependencies, risks, and stakeholder communications.Oversee BA/systems-analysis tasks (test plans, UAT support, cutover/rollback planning).Report status, risks, and tradeoffs to the SVP and business stakeholders; ensure a predictable delivery cadence.People LeadershipManage, mentor, and develop two direct reports (Business Analyst and Systems Analyst) — set priorities, review deliverables, provide feedback, and support career growth.Delegate and coordinate BA/systems-analysis work to ensure consistent, high-quality artifacts and timely progress.Conduct regular 1:1s, participate in performance reviews, and contribute to hiring decisions.Stakeholder & Client AlignmentServe as the single point of contact between technology, business leaders, and client stakeholders for assigned initiatives.Communicate strategy, progress, and decisions clearly to executives, product, engineering, and client teams.Balance competing priorities to maximize business and client value.Quality, Compliance & OperationsEnsure delivered solutions meet data quality, security, and compliance requirements and include monitoring, validation, and rollback plans.Define acceptance criteria and validation procedures; own post-launch validation and iterative improvements.Professional Experience & Qualifications- Required- 5+ years in product management, business analysis, systems analysis, and/or technical program management with direct exposure to data platforms or enterprise integrations.- Strong experience in requirements gathering, process mapping, and system analysis.- Proven ability to assess current-state vs. future-state architectures and build pragmatic transition plans that balance new builds with sunsetting legacy systems.- Hands-on familiarity with ETL/data pipelines, APIs, integration patterns, and SQL-based systems.- Practical experience with Databricks, Salesforce, Sigma, Tableau, or similar platforms.- Demonstrated experience in the financial sector with familiarity with finance data and reporting processes.Comfortable in small-to-mid-sized organizations (