Open on W2 only
Local to Tampa Bay Area for hybrid onsite work model
Essential Duties and Responsibilities
- Work hands-on with internal users and financial advisors to understand pain points
Gather requirements through interviews, observations, surveys, and workshops
Facilitate brainstorming sessions to identify opportunities for improvement of the advisor's experience
Capture and analyze data to identify efficiency opportunities
Define and document detailed functional (e.g., business processes, rules) and non-functional (e.g. data, security) business requirements
Partners with team members to develop project schedules, reports and documentation and may be required to act as project lead
Facilitate and participate in user testing to ensure solutions meet requirements from a functional, design, and user experience perspective
Lead in preparing and delivering user training for process solutions
Provide ongoing support for implemented solutions, including maintenance and enhancements
Performs other duties and responsibilities as assigned
Knowledge, Skills, and Abilities
Knowledge of Industry knowledge
o Understanding fundamental practices and procedures used by custodians and clearing firms.
o Products, processes, and business structure of independent registered investment advisors and introducing broker dealers.
o Familiarity with a day in the life of an advisor.
Business Processes & Operations - Understanding of core business functions, workflows, and operational models across finance, operations, customer service, and/or product development.
Requirements Analysis & Documentation - Knowledge of requirement-gathering methods such as interviews, workshops, user stories, and process mapping.
Project Management Principles - Familiarity with project planning and budgeting, project lifecycles (waterfall, agile, hybrid), sprint processes, and stakeholder engagement.
Data Analysis & Reporting - Understanding of data structures, KPIs, reporting frameworks, and analytical techniques to support decision-making.
Technology Systems & Integrations - General understanding of enterprise systems in larger enterprises and how they integrate through APIs, ETL, or middleware.
Change Management Fundamentals - Knowledge of change readiness, adoption strategies, and communication planning.
Regulatory & Compliance Considerations - Awareness of industry-specific regulations and standards that influence business processes.
General - Core business competencies such as finance, management, accounting, operations
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