Sr. Business Analyst with a strong background in the InvestmentWealth Management domain

Delaware, OH - USA

Monthly Salary: Not Disclosed

Posted on: 23 days ago

Vacancies: 1 Vacancy

Job Summary

Location: New York NY / Hamilton Township NJ - hybrid onsite

Duration: 6 months

Resource needs:

Location: NY Midtown or NJ Hamilton office Domain Expertise: With Wealth Management or BFSI experience

Background:

- Need resources to work with current teams on existing project

- Work on existing program for leadership dashboard

- Focus on state region individual and advisor analytics

- Define the holistic story

- To interact with CX and development teams

- This will feed into an upcoming CX/UX/UI project that Account is acquiring further details on

We are seeking a Sr. Business Analyst with a strong background in the Investment/Wealth Management this role you will be a key liaison between our business groups and data teams helping to solve business challenges by designing and implementing robust data solutions.

Key Responsibilities

- Product Expertise: Deep understanding of wealth management products such as investment portfolios estate planning tax optimization trust Services insurance advisory and retirement planning Alternate Investment

- Client Platforms: Experience with Client Online Advisor Desktop and Client Associate Servicing Portal platforms including workflow and operations support.

- Program Leadership: Proven track record of working on complex programs involving CRM systems account onboarding e-delivery consent and regulatory compliance.

- Stakeholder Engagement: Collaborate with advisors operations and compliance teams to ensure seamless integration of business rules and client servicing enhancements .

Skills & Qualifications

- Technical Acumen: Familiarity with platforms like D365 Salesforce Portfolio Analytics and data modeling tools. Ability to translate business needs into functional specifications.

- Analytical Thinking: Strong capability in financial analysis risk assessment and scenario modeling for high-net-worth clients .

- Communication: Excellent verbal and written communication skills to engage with cross-functional teams and senior stakeholders.

- Certifications: Preferred certifications include CFA CFP FRM or other financial industry credentials that validate domain expertise

Location: New York NY / Hamilton Township NJ - hybrid onsite Duration: 6 months Resource needs: Location: NY Midtown or NJ Hamilton office Domain Expertise: With Wealth Management or BFSI experience Background: - Need resources to work with current teams on existing project - Work on existing pro...