Hello
My name is Bhushan. I just received details on a great job that I believe you would be a great fit for. Please take a look below and share your interest. If not interested I would also appreciate if you can recommend me someone looking for a similar role.
Job Title: Lead Business Analyst (Wealth Management)
Location: Hybrid - Tampa FL or Jersey City NJ (Locals only NO Relocation)
Duration: 6-12 Months Contract
Interview process: Video
VISA: USC/GC/GC EAD/H4 EAD/H1B only
LinkedIn: Required (Must be created before 2020 or older)
Job Description-:
The max. hourly rate is $50-52 on C2C/1099 AND $45 on W2.
Requirements-: Senior Business Analyst opportunity with supporting their Wealth Management division.
Job Role Summary
As a Senior Business Analyst you will lead strategic initiatives to enhance wealth management platforms drive digital transformation and deliver data-driven insights to improve client experience and product performance.
Key Responsibilities
- Lead requirement gathering and solution design for investment advisory client onboarding and portfolio platforms.
- Partner with senior stakeholders across product compliance and technology to align business goals with digital capabilities.
- Analyse client behavior product performance and operational data to support strategic decisions.
- Oversee UAT change management and post-deployment reviews for key initiatives.
- Contribute to regulatory and risk assessments related to wealth products and platforms.
Leadership Skills
- Proven ability to lead cross-functional teams and drive consensus among senior stakeholders.
- Experience mentoring junior analysts and fostering a collaborative team environment.
- Strong decision-making and problem-solving skills in high-impact projects.
- Ability to influence strategic direction through data-driven insights and business acumen.
Qualifications
- Bachelors/Masters in Finance Business or related field.
- 8-10 years of experience in business analysis with strong experience in wealth management or private banking.
- Deep understanding of advisors/RIAs engagements reporting and experience.
- Deep understanding of investment products client lifecycle and digital platforms.
- Overall understanding of capital markets in general.
- Good technology orientation
Hello My name is Bhushan. I just received details on a great job that I believe you would be a great fit for. Please take a look below and share your interest. If not interested I would also appreciate if you can recommend me someone looking for a similar role. Job Title: Lead Business Analyst (W...
Hello
My name is Bhushan. I just received details on a great job that I believe you would be a great fit for. Please take a look below and share your interest. If not interested I would also appreciate if you can recommend me someone looking for a similar role.
Job Title: Lead Business Analyst (Wealth Management)
Location: Hybrid - Tampa FL or Jersey City NJ (Locals only NO Relocation)
Duration: 6-12 Months Contract
Interview process: Video
VISA: USC/GC/GC EAD/H4 EAD/H1B only
LinkedIn: Required (Must be created before 2020 or older)
Job Description-:
The max. hourly rate is $50-52 on C2C/1099 AND $45 on W2.
Requirements-: Senior Business Analyst opportunity with supporting their Wealth Management division.
Job Role Summary
As a Senior Business Analyst you will lead strategic initiatives to enhance wealth management platforms drive digital transformation and deliver data-driven insights to improve client experience and product performance.
Key Responsibilities
- Lead requirement gathering and solution design for investment advisory client onboarding and portfolio platforms.
- Partner with senior stakeholders across product compliance and technology to align business goals with digital capabilities.
- Analyse client behavior product performance and operational data to support strategic decisions.
- Oversee UAT change management and post-deployment reviews for key initiatives.
- Contribute to regulatory and risk assessments related to wealth products and platforms.
Leadership Skills
- Proven ability to lead cross-functional teams and drive consensus among senior stakeholders.
- Experience mentoring junior analysts and fostering a collaborative team environment.
- Strong decision-making and problem-solving skills in high-impact projects.
- Ability to influence strategic direction through data-driven insights and business acumen.
Qualifications
- Bachelors/Masters in Finance Business or related field.
- 8-10 years of experience in business analysis with strong experience in wealth management or private banking.
- Deep understanding of advisors/RIAs engagements reporting and experience.
- Deep understanding of investment products client lifecycle and digital platforms.
- Overall understanding of capital markets in general.
- Good technology orientation
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