Senior Business Analyst - Advisory
Core
Partner with front office Wealth Advisers and technology teams to deliver strategic business initiatives enhancing adviser capabilities and client servicing outcomes.
Role type
Senior Business Analyst (Wealth Management)
Builds
Scalable solutions for adviser workflows and client servicing capabilities
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Requirements gathering, stakeholder facilitation, process improvement, Agile user story translation, complex problem solving
Preferred skills
Experience in Wealth Management or Financial Services, knowledge of adviser operating models
Responsibilities
Analyze complex business challenges, document requirements, facilitate stakeholder workshops, drive process improvement initiatives
Seniority
Senior, hands-on IC