skillventory - A Leading Talent Research Firm

Business Analyst – Wealth Experience

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Merrimack • New Hampshire • Texas • United States

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Job Level

SeniorLead

About the role

  • Collect and analyze information across a diverse set of individuals and teams, clearly articulating the full story across multiple workstreams
  • Enable work across a broad group of partners to ensure experiences delivered are cohesive within overall wealth planning
  • Develop business analysis expertise and experience opportunities for leadership growth with the Wealth Organization

Requirements

  • Bachelor’s degree with 8+ years of work experience including 4+ years of financial services experience
  • MBA, CFP or other related licenses or designations a plus
  • Solid understanding of investment products, including managed accounts, the financial planning process and advisory solutions
  • Proven experience analyzing complex customer and business requirements; anticipating operational risks, regulatory considerations and user experience challenges
  • Ability to work independently to assimilate new information, form conclusions and clearly communicate ideas and solutions
  • Experience gathering and documenting detailed business requirements, collaborating with cross-functional partners including product, design and development teams
  • Ability to define and support end-to-end testing and validation approaches to ensure high-quality customer and business outcomes
  • Adept at facilitating discussions with key business partners, ensuring productive dialogue, and influencing critical decisions
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work arrangements
  • Paid time off
  • Professional development opportunities
  • Bonuses
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
business analysisinvestment productsfinancial planning processadvisory solutionsend-to-end testingvalidation approachesrequirements gatheringdocumentationoperational risk analysisuser experience analysis
Soft Skills
communicationindependent workcollaborationfacilitationinfluencing decisionsproblem-solvinganalytical thinkingleadership growtharticulationdialogue management
Certifications
Bachelor's degreeMBACFP