Business Analyst – Wealth Management

New York City, NY - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Work Location: New York NY or Hamilton Township NJ

Job Description:

7 years of experience in Business Analysis.

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.

Requirements

MUST HAVE:

7 years of experience in Business Analysis.
Client Platforms Experience with Client Online Advisor Desktop and Client Associate Servicing Portal platforms including workflow and operations support.
Familiarity with platforms like D365 Salesforce Portfolio Analytics and data modeling tools. Ability to translate business needs into functional specifications.

Required Experience:

Work Location: New York NY or Hamilton Township NJJob Description:7 years of experience in Business Analysis.Key Responsibilities:Product Expertise Deep understanding of wealth management products such as investment portfolios estate planning tax optimization trust Services insurance advisory and re...