Senior Asset Management Business Analyst

Overview

Hybrid
80 - 81
Contract - W2
Contract - 6 Month(s)
10% Travel
Unable to Provide Sponsorship

Skills

Power BI
Tableau
SAFe

Job Details

  • Location
     
    Charlotte, NC, USA
  • Additional Locations
    • Chicago, IL, USA 
    • Iselin, NJ, USA
       
      Position Overview

We are seeking an experienced Business Analyst (BA) to support the evaluation and selection of a next-generation Distribution Intelligence platform for our Sales and Marketing organization. This individual will help assess the capabilities, data models, and integration readiness of industry platforms such as Synfinii's SalesPage and Broadridge’s SalesVision, as well as other industry leading options, with the goal of informing a strategic platform decision.

The ideal candidate also brings deep experience with Salesforce CRM, enterprise data ecosystems (including Snowflake and Salesforce Data 360), and distribution analytics within asset management or financial services. The role requires strong analytical skills, the ability to translate business needs into system requirements, and hands-on familiarity with SAFe Agile delivery, including authoring Features and Stories in Jira.

This role is a hybrid role. We are looking to hire in Charlotte, Chicago, or Iselin.

Key Responsibilities

  • Lead business and technical analysis to evaluate Synfinii's SalesPage, Broadridge SalesVision, and related platforms, focusing on functionality, data integration, and alignment with enterprise strategy.

  • Partner with Product, Data, Sales, and Marketing stakeholders to define evaluation criteria, including usability, reporting capabilities, scalability, and data model flexibility.

  • Document current-state workflows, data flows, and reporting use cases that inform the target-state vision for a unified distribution intelligence platform.

  • Support vendor due diligence by facilitating demonstrations, capturing requirements, and preparing comparison scorecards and recommendations.

  • Conduct gap analyses to identify where candidate platforms align—or diverge—from organizational needs.

  • Collaborate with architects and data engineering teams to assess integration points between CRM, data warehouse (Snowflake), and analytics platforms.

  • Translate evaluation outcomes into Features and Stories in Jira to inform future implementation roadmaps.

  • Present findings and recommendations to Product and Technology leadership, including readiness assessments, cost/benefit summaries, and risk considerations.

Qualifications

Required:

  • 5+ years of experience as a Business Analyst or Systems Analyst within Sales, Marketing, or CRM technology domains

  • Deep understanding of Salesforce CRM and its data structures

  • Hands-on experience with enterprise data platforms such as Snowflake and Salesforce Data 360

  • Proven ability to operate in a SAFe Agile environment, creating and maintaining Features, Epics, and Stories in Jira

  • Excellent documentation, facilitation, and presentation skills

Preferred:

  • Experience evaluating or implementing distribution intelligence or sales analytics platforms (e.g., SalesPage, Broadridge SalesVision, DST, or similar)

  • Background in asset management, financial services, or intermediary distribution

  • Experience with data visualization tools (e.g., Tableau, Power BI) for interpreting platform outputs

  • Familiarity with data governance, data lineage, and compliance frameworks for client and sales data

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.