Business Analyst
Listed on 2026-08-04
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Business
Business Analyst, Business Systems & Technology Analysis, Change Management
BA to drive modernization of advisor platforms and account opening/onboarding experiences within wealth management. Partners with business stakeholders, product owners, and engineering to define requirements and deliver digital transformation of advisor and client-facing workflows.
Key Responsibilities
Gather, analyze, and document requirements for advisor platform and account opening modernization initiatives; translate into user stories, acceptance criteria, and process flows.
Analyze and redesign end-to-end account opening and onboarding workflows (new accounts, house holding, account maintenance, money movement) to reduce friction and manual touchpoints.
Partner with advisors and operations teams to identify pain points in current platform tools and recommend digital/automation-driven improvements.
Support Agile delivery (backlog grooming, sprint ceremonies, demos) for platform modernization work streams; validate delivered functionality against business intent.
Support UAT, define test scenarios, and coordinate defect triage for onboarding/platform releases.
Required Qualifications
Bachelor’s degree in business, Finance, IS, CS, or related field.
5–10 years BA experience, incl. 3+ years in Wealth/Asset Management or Broker-Dealer, with direct exposure to advisor platforms or account opening systems.
Strong understanding of account opening/onboarding processes and advisor workflow tools.
Agile/Scrum experience; skilled in BRDs, FRDs, user stories, acceptance criteria, process flows, data mapping.
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