Qualifications

• Bachelor's degree in business, Finance, IS, CS, or a related field.
• 5-10 years of business analysis experience, including 3+ years in Wealth/Asset Management or Broker-Dealer environments.
• Strong understanding of account opening and onboarding processes with advisor tools.
• Experience in Agile/Scrum methodologies; skilled in drafting BRDs, FRDs, user stories, and acceptance criteria.

Responsibilities

• Gather, analyze, and document requirements for advisor platform modernization initiatives, translating them into user stories and acceptance criteria.
• Analyze and redesign account opening and onboarding workflows to eliminate friction and reduce manual touchpoints.
• Collaborate with advisors and operations teams to identify pain points and recommend automation-driven improvements.
• Facilitate Agile delivery processes, including backlog grooming and sprint ceremonies, ensuring alignment with business intent.
• Support user acceptance testing (UAT) by defining test scenarios and coordinating defect triage for platform releases.

Benefits

• Full-Time employment with a leading firm in Wealth/Asset Management.
• Opportunity to drive digital transformation initiatives.
• Collaborative work environment with direct impact on advisor and client experiences.
• Engagement with cross-functional teams including product, engineering, and business stakeholders.