Offer summary

Qualifications:

Bachelor's degree in finance, business, or a related field., Experience in wealth management and financial services is essential., Proficiency in Agile methodologies and relevant software tools like Jira and Salesforce.com., Strong analytical, problem-solving, and communication skills are required..

Key responsabilities:

Collaborate with business areas, technology, and vendors to implement new platforms and features.

Analyze data from various sources to track platform performance and prioritize requirements.

Create business analysis artifacts such as process flows and business requirement documentation.

Maintain project status updates and ensure post-production verification of functionality.

Job description

Wealth Management BA - Contract

Start Date: 05-19-2025

End date: 11-21-2025

Job Description:

As a Wealth Business Analyst, you will work with business areas, technology, and vendors to implement new platforms, features, and processes for wealth management. You will stay updated on industry changes to help Client deliver top digital experiences and customer service. You will help develop and implement strategic plans to boost client and advisor satisfaction with our tech platforms. You will collect and analyze data from several sources, track platform performance, and collaborate with internal and external parties to define and prioritize requirements.

BA Description

Innovative with a point of view focused on challenging the status quo to achieve solutions and experiences that support what our customers and partners expect and prefer. You easily collaborate with stakeholders and partners and are a strong and articulate communicator. You are a leader of change and persistently focused on execution.

Expectations

Leverage subject matter knowledge of wealth areas to ensure requirements created for initiatives meet the vision, goals, and objectives of the organization.
Create business analysis artifacts such as process flows, gap analysis, and business requirement documentation.
Multi-task in high pressure situations
Participate in team collaboration to understand project requirements and translate those requirements into clear and comprehensive user stories.
Provide support to technology and testing teams to ensure functionality is delivered and used correctly.
Assist the creation and review of test plans, test cases, and test results to ensure complete validation.
Develop, maintain, and present project status updates to leadership.
Maintain and prioritize backlog items with collaborators.
Ensure post-production verification of functionality to ensure original vision is realized.
Maintain and prioritize inventory of outstanding defects and enhancements.
Apply an Agile mentality and behavior to effectively collaborate with agile team and stakeholder(s).
Apply problem solving and make critical decisions regarding functionality and priority across operations and project teams with a focus on delivering value.

Abilities

Domain experience in wealth/investments and financial services
Understanding of Agile methodologies, especially prioritization and management of flexible scope
Proficient in the use of relevant software tools, including Jira, Salesforce.com, MS Office Suite
Strong work ethic, highly organized, detail-oriented, and results driven.
Strong written / verbal communication, and interpersonal skills.
Strong analytical and problem-solving skills.
Proficient in flow diagrams; architectural and process driven (MIRO, Draw IO, etc).
Ability to read and write queries (SQL, Big Query, JSON, etc).
Understanding of wealth data for transformation, purification and mapping.
Defining functional specifications pertinent to models and diagrams.
Ability to work independently with minimal supervision, and in a team setting.
Ability to manage tasks/projects concurrently.

Nice to Have

Proficient in the use of wealth applications
- Pershing (NetX, NetXInvestor)
- FIS (Global Plus, Global Office, etc)
- MoneGuidePro
- eMoney
- Envestnet
Confluence knowledge.