Senior Business Analyst - Wealth Management
Listed on 2026-07-08
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Business
Business Systems/ Tech Analyst, Data Analyst, Change Management
Job order - J - Permanent Full Time
Title: Senior Business Analyst – Wealth Management
Category: Business Analysis (functional and technical)
City: Chicago, Illinois, United States
OverviewJoin a high‑visibility Wealth Management program working with a leading financial institution. You will partner directly with senior business and technology stakeholders to shape strategic initiatives, including automation and intelligent solutions (RPA, ML, AI).
The role offers a hybrid work arrangement in Chicago, IL (2 days onsite per week), exposure to complex Banking and Wealth Management domains, and the opportunity to influence the design of next‑generation client‑facing capabilities alongside a collaborative CGI delivery team.
Responsibilities- Elicit, analyze, document, and validate business and functional requirements for Wealth Management initiatives.
- Translate business needs into clear user stories, process flows, and functional specifications.
- Collaborate closely with business stakeholders, delivery leads, developers, and QA throughout the project lifecycle.
- Support requirements gathering for automation and intelligent solution initiatives (RPA, ML, AI) where applicable.
- Facilitate workshops, working sessions, and stakeholder reviews to drive alignment and decisions.
- 8–10 years of professional Business Analyst experience.
- Deep domain experience in Banking and Wealth Management.
- Demonstrated ability to elicit, analyze, document, and validate business and functional requirements.
- Strong written and verbal communication skills with senior stakeholders.
- Ability to translate business needs into user stories, process flows, and functional specifications.
- Local to the Chicago area; able to work onsite two days per week.
- Experience gathering requirements for RPA, ML, or AI solutions.
Compensation range: $70,800 – $136,200.
- Competitive compensation including profit participation program.
- Comprehensive medical, dental, and vision benefits.
- Basic life and accidental death & dismemberment insurance.
- Matching contributions through 401(k) plan and CGI share purchase plan.
- Paid accrued vacation leave (10 to 20 days per year depending on level and experience).
- 10 paid holidays per year.
- At least 80 consecutive hours of paid sick/safe leave (subject to applicable laws).
- Paid parental leave ranging from 20 to 70 consecutive business days based on circumstances.
- Bereavement leave ranging from 1 to 7 days per year based on relationship.
- Paid jury duty leave up to time summoned.
- Learning opportunities and tuition assistance.
- Wellness and well‑being programs.
Qualified applicants will receive consideration for employment without regard to race, ethnicity, ancestry, color, sex, religion, creed, age, national origin, citizenship status, disability, pregnancy, medical condition, military and veteran status, marital status, sexual orientation or perceived sexual orientation, gender identity, gender expression, familial status or responsibilities, reproductive health decisions, political affiliation, genetic information, height, weight, or any other legally protected status or characteristics to the extent required by applicable federal, state, and local laws where we do business.
Applications will be accepted through June 30, 2026.
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