Business Solutions Analyst

Job Description

The SMA Product Management team supports Private Wealth and US Retail in growing the Direct Indexing and Tax Managed Strategies platform. The Business Analyst will lead initiatives to expand services and enhance infrastructure and capabilities for the platform. They will function as a key liaison between business stakeholders including the Investment Team, Portfolio Management Group and other AB departments to improve the product platform and client experience.

We are seeking a forward-thinking Business Analyst with strong project management skills and proven ability to lead and execute initiatives effectively. Primary responsibilities include supporting the delivery of products and solutions from ideation to launch. This individual plays a key role in driving product strategy and ensuring that solutions deliver business value while maintaining a positive user experience.

• Collaborate with the Investment team, Legal and Technology/Operations teams across both Private Wealth and US Retail to lead product and solution launches.
• Manage projects focused on expanding our SMA and tax-advantaged solutions infrastructure, defining business processes and enhancing reporting and service capabilities to create efficiencies for both internal and external clients while improving information transparency.
• Work closely with Private Wealth and US Retail leadership, as well as the Equities Team, on key initiatives and platform enhancements.
• Serve as a subject matter expert on direct indexing and tax-advantaged solutions, providing troubleshooting support and addressing inquiries from Business Development and Sales teams.
• Develop, analyze, and track key performance metrics to assess project success and drive improvements.
• Create and deliver presentations to senior leadership and other stakeholders within the firm.

• An understanding of the Private Wealth or US Retail business and/or 5+ years of relevant industry experience.
• Knowledge of direct-indexing and tax-managed strategies and solutions.
• Strong analytical, organizational, communication and leadership skills.
• The ability to thrive in a busy, deadline-driven environment and work well under pressure.
• A highly motivated self-starter, with the ability to work both independently and as part of a team, along with demonstrated success in managing multiple areas of responsibility simultaneously.
• Proficient use in Microsoft Office Suite and managing projects is expected.
• Experience in SQL is preferred.

Nashville, Tennessee