Senior Technology Business Analyst

Role Summary

This Senior Technology Business Analyst will focus on a key growth initiative enhancing our Individual Investor (II) Advisory Services. The primary focus will be the development of a modern, scalable platform that streamlines advice delivery, improves user experience, and elevates advisory services. This strategic effort is foundational for advancing advice offerings, as well as supporting new partnership opportunities.

We expect you to be agile / to lead / to think outside the box. In return, we’ll give you challenging work that has an impact / opportunities to learn and grow / and a collaborative culture that encourages every member of our team to bring their point of view to the table—because that’s how we help our clients succeed. You will help define business requirements, build application and process specifications, drive data mapping and business rules specifications, and ensure that work is in alignment with the overarching business and technical strategies.

Are you a dedicated professional who is accountable for your own work? Are you able to tackle problems independently under general guidance? If so, we encourage you to apply!

• You articulate business needs and translate them into technology solutions
• Help define and breakdown business needs for new and/or enhanced services, processes, or features for a digital product team
• Working closely with product owners and other stakeholders to ensure that all business requirements are understood, documented, and met
• Applies a lean‑agile mind‑set to work and supports organizational agility
• Works with other digital business analysts to ensure new or updated features are in alignment with digital domain standards and best practices
• May support functional testing and other support tasks (e.g. content authoring, data configuration) as necessary

• Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience
• Hands on experience working with relational databases, writing SQL queries, and performing data analysis
• You identify system/process/data impacts (upstream and downstream) and propose appropriate alternatives or remediation options, highlighting trade‑offs when necessary
• You actively seek feedback and guidance to improve analytical and technical skills
• Demonstrates strong logic and reasoning capabilities
• Can explain basic technical concepts to a non-technical audience

• Prior experience in the Financial Services and Asset Management industries, specifically with investment product data pipelines and business rules, is preferred, but not required.
• Demonstrated experience integrating third‑party software solutions, strong knowledge of API implementation, and the capability to oversee field‑level data mapping and translation processes.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1‑B visa, F‑1 visa (OPT), TN visa or any other non‑immigrant work status)

FINRA licenses are not required and will not be supported for this role.

This role is eligible for hybrid work, with up to three days per week from home.