Sr. Technical Business Analyst, Wealth Management

Job Description Summary

As part of our Wealth Management Technology team, the Sr. Business Analyst serves as a strategic partner to business and technology stakeholders within Global Wealth Solutions, initially supporting the Alternative Investments and Private Markets platform. This role is responsible for driving the delivery of innovative, scalable, and efficient technology solutions that enhance advisor, client, and operational experiences.

The ideal candidate combines deep business analysis expertise with a strong understanding of emerging technologies, including Artificial Intelligence (AI), Generative AI (GenAI), automation, and data‑driven decision‑making. You will drive complex initiatives from requirements discovery and documentation through implementation while helping identify opportunities to leverage AI capabilities to improve business processes, operational efficiency, and client outcomes.

This role requires a blend of business acumen, technical expertise and strategic thinking to influence outcomes and ensure alignment with organizational objectives.

Hybrid-friendly schedule: 2–3 office days per week (average 10–12 days per month) in our St Petersburg, FL Corporate Office. This role is not eligible for work visa sponsorship, either currently or in the future.

• Drive the elicitation, analysis, documentation, and management of business, functional, and non‑functional requirements for complex technology initiatives.
• Translate business objectives and requirements into actionable requirements, user stories, process models, and solution specifications.
• Conduct business process analysis, gap assessments, feasibility studies, impact analyses, and solution evaluations.
• Facilitate workshops, stakeholder interviews, and discovery sessions across business and technology teams.
• Collaborate with Product Owners, Developers, QA teams, UX designers, and business stakeholders to deliver high‑quality solutions.
• Assist in QA and User Acceptance Testing (UAT), validate test scenarios, and ensure delivered solutions meet business expectations.
• Develop and maintain process maps, wireframes, prototypes, data flow diagrams, and business documentation, leveraging AI capabilities.
• Serve as a subject matter expert (SME) for assigned business domains, applications, and operational processes.
• Support production issue triage, root cause analysis, and resolution activities, including occasional after‑hours support.

• Experience supporting Alternative Investments, Private Markets, Wealth Management, Advisory Platforms, or Investment Operations.
• Experience with vendor‑based software implementations and enterprise SaaS platforms.
• Experience with AI, Generative AI, Machine Learning, Intelligent Automation, or Data Analytics initiatives.
• Experience gathering requirements for AI‑enabled workflows, knowledge management solutions, chatbot implementations, or automation initiatives.

• 5+ years of Business Analysis experience, preferably within Financial Services, Wealth Management, Capital Markets, or enterprise technology environments.
• Proven experience working on large, cross‑functional technology initiatives and managing complex stakeholder relationships.
• Strong understanding of SDLC methodologies including Agile, Scrum, Waterfall, and hybrid delivery models.
• Proven experience translating complex business needs into technical requirements, user stories, workflows, and solution designs.
• Strong analytical, problem‑solving, and critical‑thinking skills.
• Proficiency in SQL, data analysis, and data mapping techniques.
• Experience with tools such as Azure Dev Ops, TFS, Service Now, Splunk, Postman, and Microsoft Office Suite.
• Experience creating process flows, wireframes, and solution documentation using tools such as Visio, Lucidchart, Figma, Marvel, or similar platforms, and using this experience to produce and validate similar outputs using AI capabilities.
• Exceptional communication and facilitation skills with the ability to engage effectively across business and technical audiences.
• Demonstrated ability to influence decision‑making and drive consensus across diverse…