Business Analyst - Wealth Management
Full Time
25% Travel Required
Hybrid
Depends on Experience


Visionary Innovative Technology Solutions
Fitment
Dice Job Match Score™
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Job Details
Skills
- Agile
- Asset Management
- Business Analysis
- Business Analytics
- Data Mapping
- Finance
- Onboarding
- Scrum
- Process Flow
- User Stories
- Management
- Wealth Management
Summary
- 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.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
- Dice Id: 91020323
- Position Id: 9020741
- Posted 2 days ago
Company Info
VITS provide staffing and recruitment services along with technology consulting to more than 50+ clients globally Our skilled & expertise professionals help clients to manage varying skill needs, skills gaps and changing staffing needs to encounter project deadlines. VITS staff augmentation services provide skilled resources which assist clients to develop, maintain, manage and support their applications. Our vigorous pursuit for excellence in hiring, delivery model, work ethics, and approach has enabled us to become a highly trusted & preferred recruitment solution provider.
Contact the job poster
Deepak Kumar
Talent Acquisition Specialist @ Visionary Innovative Technology SolutionsCreate job alert
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