Senior Business Analyst - Wealth Management

CGI

$70K — $136K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8-10 years of experience as a Business Analyst
  • Strong domain knowledge in Banking and Wealth Management
  • Proficient in using Appian for business analysis
  • Expertise in eliciting and documenting requirements
  • Excellent communication skills with senior stakeholders
  • Ability to create user stories and functional specifications
  • Local to Chicago, available for hybrid work arrangement

Responsibilities

  • Elicit, analyze, and document business and functional requirements
  • Translate business needs into user stories and process flows
  • Collaborate with stakeholders through the project lifecycle
  • Support requirements gathering for automation solutions
  • Facilitate workshops and stakeholder reviews for alignment

Benefits

  • Competitive compensation with profit participation
  • Comprehensive medical, dental, and vision plans
  • 401(k) matching contributions and share purchase plan
  • Flexible vacation leave up to 20 days based on experience
  • Paid holidays and sick/safe leave
  • Paid parental and bereavement leave
  • Learning opportunities and tuition assistance programs
  • Wellness and well-being initiatives
Full Job Description
Senior Business Analyst - Wealth Management

Category: Business Analysis (functional and technical)

Main location: United States, Illinois, Chicago

Position ID:J0526-1915

Employment Type: Full Time

Position Description:

Join a high-visibility Wealth Management program working with a leading financial institution. You will partner directly with senior business and technology stakeholders to shape strategic initiatives, including automation and intelligent solutions (RPA, ML, AI).

The role offers a hybrid work arrangement in Chicago, IL (2 days onsite per week), exposure to complex Banking and Wealth Management domains, and the opportunity to influence the design of next-generation client-facing capabilities alongside a collaborative CGI delivery team.

Your future duties and responsibilities:
• Elicit, analyze, document, and validate business and functional requirements for Wealth Management initiatives.
• Translate business needs into clear user stories, process flows, and functional specifications.
• Collaborate closely with business stakeholders, delivery leads, developers, and QA throughout the project lifecycle.
• Support requirements gathering for automation and intelligent solution initiatives (RPA, ML, AI), where applicable.
• Facilitate workshops, working sessions, and stakeholder reviews to drive alignment and decisions.

Required qualifications to be successful in this role:
• 8-10 years of professional Business Analyst experience
• Deep domain experience in Banking and Wealth Management
• Must have experience with Appian
• Demonstrated ability to elicit, analyze, document, and validate business and functional requirements
• Strong written and verbal communication skills with senior stakeholders
• Ability to translate business needs into user stories, process flows, and functional specifications
• Local to the Chicago area; able to work onsite two (2) days per week

Preferred Qualifications
• Experience gathering requirements for RPA, ML or AI solutions

Other Information:
CGI is required by law in some jurisdictions to include a reasonable estimate of the compensation range for this role. The determination of this range includes various factors not limited to skill set, level, experience, relevant training, and licensure and certifications. To support the ability to reward for merit-based performance, CGI typically does not hire individuals at or near the top of the range for their role. Compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for this role in the U.S. is $70,800 - $136,200.

CGI's benefits are offered to eligible professionals on their first day of employment to include:
. Competitive compensation including profit participation program
. Comprehensive medical, dental, and vision benefits
. Basic life and accidental death & dismemberment insurance
. Matching contributions through 401(k) plan, and CGI share purchase plan
. Flexibility and paid accrued vacation leave, ranging from 10 to 20 days per year, based on job level, years of relevant prior experience, and years of service
. 10 paid holidays per year
. At least 80 consecutive hours of paid sick/safe leave (except where applicable state/local law requires more)
. Paid parental leave, ranging from 20 to 70 consecutive business days based on circumstances of leave and applicable laws
. Bereavement leave, ranging from 1 to 7 days per year based on relationship.
. Paid jury duty leave, up to time summoned
. Learning opportunities and tuition assistance
. Wellness and Well-being programs

For more detailed information about our benefits offerings visit Benefits | CGI Careers

CGI anticipates accepting resumes through June 30, 2026.

Skills:
  • Banking
  • Business Analysis
  • Communication
  • Machine Learning
  • Requirements Analysis
  • Appian ABM


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