Senior Business Analyst -Wealth Management

About Us:

LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise to help drive superior competitive differentiation, customer experiences, and business outcomes in a converging world. Powered by nearly 90,000 talented and entrepreneurial professionals across more than 30 countries, LTIMindtree a Larsen & Toubro Group company combines the industry-acclaimed strengths of erstwhile Larsen and Toubro Infotech and Mindtree in solving the most complex business challenges and delivering transformation at scale. For more information, please visit ;/p>

Role: Senior Business Analyst -Wealth Management

Location: Jersey City, NJ

Job Description:

We are seeking a skilled Senior Business Analyst/Consultant with domain expertise in Wealth Management to join our team. The ideal candidate will have a strong understanding of financial products, client advisory processes, and regulatory frameworks. This role involves working closely with stakeholders to gather requirements, analyse business processes, and deliver solutions that enhance operational efficiency and client experience.

Key Responsibilities:

• Collaborate with stakeholders to elicit, analyse, and document business requirements related to wealth management operations.
• Translate business needs into functional specifications and user stories for technology teams.
• Support the design and implementation of solutions across portfolio management, client onboarding, compliance, and reporting.
• Conduct gap analysis and recommend process improvements.
• Facilitate workshops, stakeholder interviews, and walkthroughs to validate requirements.
• Work with cross-functional teams including IT, compliance, and operations to ensure successful delivery.
• Create and maintain documentation including process flows, use cases, and test scenarios.
• Ensure solutions align with regulatory standards and internal policies.

Required Skills & Qualifications:

• Bachelor s degree in finance, Business Administration, or related field.
• 15+ years of experience as a Business Analyst, preferably in Wealth Management or Financial Services.
• Strong understanding of investment products, client lifecycle, and regulatory compliance (e.g., KYC, AML).
• Proficiency in tools such as Excel, PowerPoint, Visio, and JIRA.
• Excellent communication and stakeholder management skills.
• Experience with Agile methodologies and SDLC.
• Certifications such as CFA, IIBA, or PMP are a plus.

Preferred Attributes:

• Exposure to digital transformation initiatives in wealth platforms.
• Familiarity with CRM systems, portfolio management tools, and data analytics.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

LTIMindtree is an equal opportunity employer that is committed to diversity in the workplace. Our employment decisions are made without regard to race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), gender identity or expression, national origin, ancestry, age, family-care status, veteran status, marital status, civil union status, domestic partnership status, military service, handicap or disability or history of handicap or disability, genetic information, atypical hereditary cellular or blood trait, union affiliation, affectional or sexual orientation or preference, or any other characteristic protected by applicable federal, state, or local law, except where such considerations are bona fide occupational qualifications permitted by law.