Senior Business Analyst / Project Manager – Consumer Banking & Wealth Management

We are looking for an experienced Business Analyst / Project Manager with strong domain expertise in Consumer Banking, Wealth Management, and Digital Banking to support the integration of the InvestiFi investment platform.

Key Responsibilities & Skills:

Strong understanding of consumer banking, wealth management, investment products, and digital banking customer journeys.
Experience managing third-party fintech integrations, preferably investment or brokerage platforms such as InvestiFi.
Ability to gather business requirements, define user stories, document integration workflows, and coordinate with business and technology stakeholders.
Working knowledge of investment account onboarding, KYC/AML, account funding, transaction processing, and reconciliation.
Experience managing project timelines, dependencies, risks, SIT/UAT, and production implementation.
Familiarity with REST APIs, core banking integrations, and Agile delivery methodologies.

Preferred: Experience with credit unions, Salesforce digital banking platforms, and wealth management fintech integrations