Wealth Business Analyst

The Wealth Business Analyst will serve as a strategic liaison between business stakeholders and technology teams, supporting the development and enhancement of wealth management platforms and services. This role requires a deep understanding of wealth management operations, strong analytical capabilities, and the ability to translate business needs into technical requirements.

Requirements

• 5 years of experience as a Business Analyst, preferably in wealth management or financial services
• Strong understanding of wealth management products, client lifecycle, and regulatory environment
• Proficiency in writing user stories, use cases, and process flows
• Familiarity with mainframe systems (e.g., COBOL, JCL, DB2) and modern technologies (e.g., APIs, SQL, cloud platforms like GCP or Azure)
• Familiarity with tools such as ServiceNow, Jira, Confluence, Visio, and Agile project management frameworks
• Excellent communication and stakeholder management skills

Benefits

• Base salary in the range of $65,000 to $75,000 annually
• Short-term incentive compensation
• Deferred incentive compensation
• Short-term and long-term disability insurance
• Term life insurance
• Health care and dental insurance
• Retirement plan with 401(k) or similar plan
• Stock or stock options
• Tuition reimbursement
• Paid time off
• Paid holidays
• Flexible work arrangements