Business Analyst Wealth Management

Alpharetta, GA - USA

Monthly Salary: Not Disclosed

Posted on: 11 hours ago

Vacancies: 1 Vacancy

Job Summary

Candidates will work 4 days onsite in NJ / Downtown New York City NY/ Alpharetta GA/ Menlo Park CA

Client: Cannot disclose now but they are in banking domain

The ideal candidate must have the following:

Candidate with 15 years of experience and 7 yrs expertise with Wealth management and brokerage

He will be involved in breaking high level technical requirement into detailed technical requirement

Involved in Agile process with technology team

Experience with E trade and any brokerage related platforms

Strong understanding of cryptocurrencies blockchain fundamentals DeFi Web3 and token economics

Job Location: NJ / Down town New York City NY/ Alpharetta GA/ Menlo Park CA (3-4 days onsite)

Job Title: Business Analyst Wealth Management

Duration: 12 Months

Target Start Date: ASAP

Required Qualifications :

Candidate with 15 years of experience and 7 yrs expertise with Wealth management and brokerage

He will be involved in breaking high level technical requirement into detailed technical requirment

Involved in Agile process with technology team

Experience with E trade and any brokerage related platforms

Strong understanding of cryptocurrencies blockchain fundamentals DeFi Web3 and token economics

Key Responsibilities

Product Ownership & Strategy

Own and manage the product backlog for platforms supporting brokerage wealth management and digital asset operations
Define product vision roadmap and priorities aligned with business and regulatory requirements
Translate business goals into epics user stories and acceptance criteria
Act as the primary point of contact between stakeholders and delivery teams

Business Analysis

Elicit analyze and document business requirements across front middle and back office functions
Map end-to-end workflows including order management trade execution clearing settlement custody and reconciliation
Identify process gaps inefficiencies and automation opportunities
Support UAT planning execution and defect triage

Operations & Reconciliation

Work closely with operations teams on:
- Cash position and trade reconciliations
- Break management and exception handling
- Corporate actions and fees processing
Ensure systems support accurate and timely reporting across internal and external counterparties

Crypto & Digital Assets (Preferred)

Support products involving crypto trading custody wallets tokenized assets or digital asset reporting
Understand differences between traditional and blockchain-based settlement models
Collaborate with compliance and risk teams on controls auditability and regulatory alignment

Stakeholder & Delivery Collaboration

Partner with engineering QA compliance risk and operations teams
Participate in agile ceremonies (sprint planning reviews retrospectives)
Ensure delivered solutions meet business operational and regulatory expectations

Required Qualifications

5 years of experience as a Product Owner Business Analyst or similar role in financial services
Strong background in brokerage and/or wealth management
Solid understanding of middle office or back office functions especially reconciliation and settlements
Experience writing clear testable business and functional requirements
Familiarity with Agile/Scrum methodologies
Excellent communication and stakeholder management skills

Preferred / Nice to Have

Experience with crypto digital assets or blockchain-based platforms
Knowledge of custody systems OMS/EMS clearing platforms or fund accounting systems
Exposure to regulatory environments (SEC FINRA MiFID AML/KYC)
Experience with data reconciliation tools reporting platforms or SQL
CSPO PMI-PBA or similar certification

Key Skills

Product backlog management
Business process modeling
Trade lifecycle & reconciliation
Agile delivery
Stakeholder communication
Regulatory awareness
Digital asset domain knowledge

Candidates will work 4 days onsite in NJ / Downtown New York City NY/ Alpharetta GA/ Menlo Park CA Client: Cannot disclose now but they are in banking domain The ideal candidate must have the following: Candidate with 15 years of experience and 7 yrs expertise with Wealth management and broke...