Business System Analyst
Job in
Fort Mill, York County, South Carolina, 29715, USA
Listed on 2026-01-12
Listing for:
Incedo Inc.
Full Time, Seasonal/Temporary
position Listed on 2026-01-12
Job specializations:
-
IT/Tech
Business Systems/ Tech Analyst, IT Business Analyst, Data Analyst
Job Description & How to Apply Below
Job Title:
Business Systems Analyst – Wealth Management
Location: Fort Mill, SC (Hybrid)
Employment Type: Full-Time
Job SummaryWe are seeking a highly motivated Business Systems Analyst (BSA) with Wealth Management experience to join our team in Fort Mill, SC. This hybrid role partners closely with business stakeholders, product owners, and technology teams to analyze, design, and deliver system solutions that support wealth management platforms and business processes. The ideal candidate has strong analytical skills, financial services domain knowledge, and experience translating business needs into technical requirements.
Key Responsibilities- Partner with Wealth Management business stakeholders (Advisors, Operations, Compliance, Product, and Technology) to gather and document business and system requirements
- Analyze existing systems and processes to identify gaps, inefficiencies, and opportunities for improvement
- Translate business requirements into functional and non-functional specifications, user stories, workflows, and process diagrams
- Support development teams by clarifying requirements, participating in sprint planning, backlog refinement, and design discussions
- Collaborate with QA teams to define test scenarios, validate system functionality, and support UAT
- Ensure solutions align with regulatory, compliance, and security requirements common to wealth management (e.g., suitability, reporting, data privacy)
- Support implementation, deployment, and post-production activities including issue resolution and process optimization
- Act as a liaison between business and technology teams to ensure clear communication and successful delivery
- Bachelor’s degree in Business, Finance, Information Systems, or a related field
- 5+ years of experience as a Business Systems Analyst or Business Analyst
- Demonstrated experience in Wealth Management or related financial services (e.g., brokerage, asset management, investment advisory)
- Strong understanding of wealth management concepts such as portfolios, account types, trading, reporting, and client onboarding
- Experience working in Agile/Scrum environments
- Strong documentation skills (BRDs, FRDs, user stories, process flows)
- Excellent communication, problem-solving, and stakeholder management skills
- Experience with wealth management platforms, portfolio management systems, or CRM tools
- Familiarity with regulatory and compliance requirements impacting wealth management systems
- Experience supporting data integration, reporting, or analytics solutions
- CBAP, PMI-PBA, or similar certification
- Hybrid role:
Combination of on-site work in Fort Mill, SC and remote work - Collaborative, fast-paced environment supporting business-critical financial systems
- Competitive salary and benefits package
- Opportunities to work on high-impact wealth management initiatives
- Collaborative team culture with growth and learning opportunities
- Mid-Senior level
- Full-time
- Analyst, Finance, and Marketing
- IT Services and IT Consulting, Financial Services, and Banking
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