Overview
Hybrid
$50 - $60
Accepts corp to corp applications
Contract - Independent
Contract - 12 Month(s)
Skills
Wealth Management
Job Details
Job Title: Sr. Business Analyst / Scrum Master Wealth Management
Location: Fort Mill, SC or Austin, TX (Hybrid)
Need - Date background and Wealth Management experience
Job Summary
We are looking for a Sr. Business Analyst / Scrum Master with strong expertise in Wealth Management, SQL, and AWS to support data-driven initiatives and lead Agile delivery. The ideal candidate will combine analytical and technical skills with Agile leadership to ensure the successful execution of projects in the Wealth Management domain.
Key Responsibilities
Business Analysis:
- Partner with Wealth Management stakeholders (Advisors, Product Owners, Operations, Compliance) to gather and document business requirements.
- Translate requirements into detailed user stories, acceptance criteria, and process flows.
- Perform data analysis using SQL to validate requirements, generate insights, and support business cases.
- Work with cloud engineering teams to design and support AWS-based data solutions (data pipelines, reporting, analytics).
- Support UAT planning, execution, and defect resolution.
Scrum Master Duties:
- Facilitate Agile ceremonies (daily stand-ups, sprint planning, retrospectives, demos).
- Coach and guide the team in Agile best practices and remove impediments to delivery.
- Track and report sprint progress, velocity, and key delivery metrics to stakeholders.
- Manage dependencies across multiple teams within Wealth Management programs.
Required Qualifications
- 7+ years of experience as a Business Analyst in Financial Services, with a strong focus on Wealth Management (client onboarding, portfolio management, advisory, risk & compliance).
- 3+ years of proven experience as a Scrum Master.
- Proficiency in SQL for querying, validation, and data analysis.
- Knowledge of AWS cloud services (S3, Redshift, Glue, Athena, RDS, etc.).
- Strong understanding of Agile methodologies, user story writing, and backlog management.
- Excellent communication, stakeholder management, and problem-solving skills.
Education
- Bachelor s degree in Computer Science, Information Systems, Finance, or related field.
- Master s degree preferred.
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