Business Analyst

Pinellas County, FL - USA

Monthly Salary: Not Disclosed

Posted on: 9 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Title: Business Analyst with Wealth Management
Job Location: Saint Petersburg FL
Job Type: Contract

Job Description:

Partner with senior stakeholders across product compliance and technology to align business goals with digital capabilities.

Analyse client behaviour 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.

Qualifications:

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 understanding of data and data base concepts.

Strong stakeholder management communication and analytical skills.

Exposure to Agile delivery data visualization tools (Power BI Tableau) and CRM platforms.

Job Title: Business Analyst with Wealth Management Job Location: Saint Petersburg FL Job Type: Contract Job Description: Partner with senior stakeholders across product compliance and technology to align business goals with digital capabilities. Analyse client behaviour...