Senior Business Analyst – Wealth Management (6+yrs)

Job Summary: We are looking for an experienced Senior Business Analyst with a strong background in Wealth Management to support enterprise-level initiatives. The ideal candidate will work closely with business and technical stakeholders to gather, analyze, and deliver high-quality business and functional requirements while ensuring alignment with organizational goals. Education & Experience: Bachelor’s degree or equivalent professional experience 6+ years of IT experience with strong exposure to Business & Technical Analysis Prior experience in financial services or wealth management environments Required Skills & Responsibilities: Strong understanding of SDLC and development methodologies (Agile & Waterfall) Expertise in Business & Functional Requirements: Elicitation Documentation Analysis Prioritization Conduct stakeholder interviews, workshops, and requirement-gathering sessions Work closely with developers, QA, architects, and product owners Experience with enterprise testing, quality standards, and software architecture Strong knowledge of financial management concepts Hands-on experience in Change Management & Organizational Change Management (OCM) Manage vendors, suppliers, and third-party stakeholders Perform data analysis to support business decisions Strong problem-solving and analytical skills Lead meetings and facilitate discussions (virtual & in-person) Excellent communication, presentation, and documentation skills Ability to mentor junior BAs and support team growth Desired / Nice-to-Have: Strong Wealth Management domain experience Experience with OMNI recordkeeping platforms Exposure to investment, advisory, or portfolio management systems. Job Type: Full-time Pay: $50.00 - $60.00 per day Work Location: In person