Senior Asset Management Business Analyst

Hybrid Charlotte, Chicago, or Iselin

Core Purpose of the Role

This Lead Business Systems Analyst will drive the evaluation and selection of a next-generation Distribution Intelligence platform for Sales & Marketing. This includes assessing platforms like Synfinii s Sales Page and Client Sales Vision, analyzing data models, mapping integrations with CRM and data ecosystems, and translating findings into actionable requirements and SAFe Agile deliverables.

The role is both strategic and hands-on partnering with senior leadership while also performing detailed business and technical analysis.

• Provide senior-level consulting to business groups on process improvements and platform selection.

• Contribute to senior leadership s IT strategy by aligning platform capabilities with business direction.

• Recommend future-state solutions, long-term technology improvements, and process optimization.

• Lead functional and technical evaluations of Sales Page, Sales Vision, and similar industry platforms.

• Develop evaluation criteria (usability, scalability, reporting, data model flexibility).

• Perform vendor due diligence: demos, requirements capture, scorecards, comparison matrices.

• Document current-state workflows, data flows, and reporting use cases.

• Perform gap analysis between organizational needs and vendor capabilities.

• Produce readiness assessments, risks, cost/benefit outputs, and strategic recommendations.

• Partner with architects and engineering to assess integration with:

  • Salesforce CRM

  • Snowflake

  • Salesforce Data 360

  • Other enterprise data platforms

• Map data flows and identify required integration points for analytics and reporting.

• Convert analysis outputs into Epics, Features, and Stories in Jira.

• Operate within a SAFe Agile framework; collaborate with product and engineering teams.

• Coach and guide junior analysts.

• Present to Product, Technology, Sales, and Marketing leadership.

• 5+ years as a Business Analyst or Systems Analyst in Sales, Marketing, or CRM domains.

• Deep expertise with Salesforce CRM data structures.

• Strong hands-on experience with Snowflake and Salesforce Data 360.

• Proven experience in SAFe Agile, including creation of Features/Epics/Stories in Jira.

• Excellent documentation, facilitation, and presentation skills.

• Experience with distribution intelligence or sales analytics tools:
  Sales Page, Client Sales Vision, DST, or similar.

• Background in asset management, financial services, or intermediary distribution.

• Familiarity with Tableau, Power BI, or similar visualization tools.

• Knowledge of data governance, data lineage, and compliance frameworks.

• Education: Bachelor's degree preferred.

• Work Style: Hybrid; onsite in Charlotte, Chicago, or Iselin.

• Physical: Sedentary work.