Senior Technical Business Analyst – Wealth & Trust Modernization

Software Guidance & Assistance, Inc., (SGA), is searching for a Senior Technical Business Analyst – Wealth & Trust Modernization for a contract assignment with one of our premier Financial Services clients in Cincinnati, OH, Farmington Hills, MI, Frisco, TX or Charlotte, NC
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Responsibilities:

Seeking a highly skilled Technical Business Analyst to support a strategic initiative focused on modernizing a legacy Wealth and Trust Accounting platform and associated technology architecture. This role will serve as a key liaison between business stakeholders, enterprise architecture teams, technology delivery organizations, and executive leadership.

The ideal candidate will possess a strong blend of business analysis, technical acumen, and executive communication skills. This individual must be comfortable understanding current-state and future-state architectures, documenting high-level business and technical requirements, facilitating workshops, and developing executive-ready presentations that help guide strategic decision-making.

Experience with in Wealth Management and Trust Accounting environments is essential. Familiarity with Trust Accounting platforms such as:
Global Plus, Unity, AM Trust, or similar solutions is highly desirable.

• Partner with business stakeholders, product owners, architects, and technology teams to define modernization objectives and business outcomes.
• Gather, document, and validate business, functional, and high-level technical requirements.
• Analyze current-state processes, systems, integrations, and data flows supporting Wealth and Trust operations.
• Create business capability maps, process flows, use cases, user stories, and requirement documentation.
• Identify dependencies, gaps, risks, and opportunities within the existing architecture.
• Facilitate stakeholder workshops and requirements sessions across business and technology organizations.

• Work closely with Enterprise Architects and Solution Architects to understand legacy and target-state architecture.
• Translate complex technical concepts into business-friendly documentation and presentations.
• Support application rationalization, platform transformation, system integration, and modernization initiatives.
• Assist in evaluating current applications, interfaces, data models, and technology platforms.
• Document architecture decisions, assumptions, dependencies, and modernization roadmaps.
• Collaborate with development and engineering teams to ensure requirements align with solution design.

• Develop executive-level presentations, strategy decks, architecture summaries, and modernization updates.
• Create materials for leadership reviews, steering committees, architecture governance boards, and project sponsors.
• Present findings, recommendations, and analyses to senior management and technology leadership.
• Provide clear communication regarding project status, risks, recommendations, and future-state planning.

• Serve as a trusted advisor between business, operations, architecture, and technology teams.
• Build consensus among stakeholders with competing priorities.
• Facilitate discussions across multiple business units and technical teams.
• Drive alignment on requirements, scope, priorities, and business outcomes.

• 8+ years of experience as a Business Analyst, Technical Business Analyst, or Business Systems Analyst.
• Demonstrated experience supporting large-scale modernization, transformation, migration, or architecture initiatives.
• Strong understanding of software development methodologies, SDLC, Agile, Waterfall, or hybrid delivery models.
• Experience translating business requirements into technical…