More jobs:
Business Analyst; Wealth Management
Job in
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listed on 2026-01-01
Listing for:
Trident Consulting
Full Time
position Listed on 2026-01-01
Job specializations:
-
Business
Business Systems/ Tech Analyst
Job Description & How to Apply Below
Business Analyst (Wealth Management)
Location:
Saint Petersburg, FL (Hybrid)
Type: W2 Contract
Base pay range: $60.00/hr – $65.00/hr
Required Skills- 10+ years of experience in Business Analysis, preferably within Wealth Management or Private Banking
- Strong understanding of investment products and portfolio management
- Experience with advisor/RIA engagement models and reporting
- Knowledge of client lifecycle management and digital wealth platforms
- In‑depth understanding of capital markets and financial instruments
- Solid technology orientation with hands‑on experience in data‑driven and digital systems
- Proven experience working in regulated financial environments with a strong focus on compliance
- Excellent stakeholder management, communication, and documentation skills
- Ability to translate complex business requirements into clear, actionable insights
Trident Consulting is a premier IT staffing firm providing high‑impact workforce solutions to Fortune 500 and mid‑market clients. Since 2005, we’ve specialized in sourcing elite technology and engineering talent for contract, direct hire, and managed services roles. Our expertise spans cloud, AI/ML, cybersecurity, and data analytics, supported by a 3M+ candidate database and a 78% fill ratio.
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