Overview
On Site
USD 100,000.00 - 125,000.00 per year
Full Time
Skills
Corporate Communications
Portfolio Management
Reporting
Documentation
User Stories
Process Flow
Use Cases
Roadmaps
Functional Requirements
Scalability
Testing
Acceptance Testing
Test Cases
Customer Facing
Web Applications
Sales
Product Requirements
Customer Relationship Management (CRM)
Financial Services
Wealth Management
Agile
Management
Salesforce.com
Cloud Computing
Customer Engagement
Marketing
Finance
Regulatory Compliance
JIRA
Confluence
Microsoft Visio
Business Administration
Information Systems
Universe
Training And Development
Investments
Collaboration
Partnership
Business Transformation
Law
Job Details
W2 ONLY - MUST BE LOCAL TO PLANO, TX OR CAMAS, WA - 5 DAYS ON-SITE!!
Description
It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Business Analyst to support our Marketing and Corporate Communications Technology Services team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you!
Required Skills
The Opportunity:
Our client is looking for an experienced and business-focused Business Analyst to support web platforms. You will work closely with stakeholders to identify business needs and define clear, actionable requirements that guide the development of modern Salesforce CRM-driven, and Portfolio Management integrated digital solutions. You will report to the Digital Engineering Manager
The Day-to-Day:
Be the primary bridge between the Private Client Group and the Digital Engineering team to gather and document needs
Create detailed documentation such as Business Requirement Documents (BRDs), user stories, process flows, and use cases for new and evolving web products
Conduct stakeholder interviews, lead requirement workshops, and facilitate discovery sessions
Define and manage product requirements across platforms, including Salesforce Experience Cloud, CRM systems, and PMG tools
Collaborate with product owners and developers to ensure requirements are technically feasible, aligned to roadmap goals, and support priorities
Ensure that non-functional requirements, including compliance, performance, security, and scalability-are clearly defined and addressed
Support the testing lifecycle, including UAT planning, test-case validation, and release sign-off
Monitor and communicate status, changes, and risks related to our requirements throughout the development lifecycle
Your Qualifications:
5+ years of experience as a Business Analyst working on client-facing digital platforms or enterprise web applications
Strong experience developing BRDs and functional specifications that serve both business and technical audiences
Experience partnering with sales/advisory teams-preferably in financial services-to translate business goals into digital product requirements
Familiarity with CRM systems and financial services tools such as PMG, or equivalent wealth management applications
Experience working with hybrid Agile delivery teams and backlog management practices
Experience with Salesforce Experience Cloud or similar client portals.
Understand client data platforms (CDPs), customer engagement platforms, and omnichannel marketing tools
Knowledge of financial industry standards and regulatory compliance (e.g., GDPR, GLPA)
Familiarity with tools such as JIRA, Confluence, and Lucidchart or Visio.
Bachelor's degree in business administration, Information Systems, or a related discipline
Pay and Benefits
The pay range for this position is $100000.00 - $125000.00/yr.
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Workplace Type
This is a hybrid position in Plano,TX.
Application Deadline
This position is anticipated to close on Aug 15, 2025.
>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Description
It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Business Analyst to support our Marketing and Corporate Communications Technology Services team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you!
Required Skills
- Salesforce Experience
- Experience Cloud
- Financial Services - strongly preferred
The Opportunity:
Our client is looking for an experienced and business-focused Business Analyst to support web platforms. You will work closely with stakeholders to identify business needs and define clear, actionable requirements that guide the development of modern Salesforce CRM-driven, and Portfolio Management integrated digital solutions. You will report to the Digital Engineering Manager
The Day-to-Day:
Be the primary bridge between the Private Client Group and the Digital Engineering team to gather and document needs
Create detailed documentation such as Business Requirement Documents (BRDs), user stories, process flows, and use cases for new and evolving web products
Conduct stakeholder interviews, lead requirement workshops, and facilitate discovery sessions
Define and manage product requirements across platforms, including Salesforce Experience Cloud, CRM systems, and PMG tools
Collaborate with product owners and developers to ensure requirements are technically feasible, aligned to roadmap goals, and support priorities
Ensure that non-functional requirements, including compliance, performance, security, and scalability-are clearly defined and addressed
Support the testing lifecycle, including UAT planning, test-case validation, and release sign-off
Monitor and communicate status, changes, and risks related to our requirements throughout the development lifecycle
Your Qualifications:
5+ years of experience as a Business Analyst working on client-facing digital platforms or enterprise web applications
Strong experience developing BRDs and functional specifications that serve both business and technical audiences
Experience partnering with sales/advisory teams-preferably in financial services-to translate business goals into digital product requirements
Familiarity with CRM systems and financial services tools such as PMG, or equivalent wealth management applications
Experience working with hybrid Agile delivery teams and backlog management practices
Experience with Salesforce Experience Cloud or similar client portals.
Understand client data platforms (CDPs), customer engagement platforms, and omnichannel marketing tools
Knowledge of financial industry standards and regulatory compliance (e.g., GDPR, GLPA)
Familiarity with tools such as JIRA, Confluence, and Lucidchart or Visio.
Bachelor's degree in business administration, Information Systems, or a related discipline
Pay and Benefits
The pay range for this position is $100000.00 - $125000.00/yr.
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Workplace Type
This is a hybrid position in Plano,TX.
Application Deadline
This position is anticipated to close on Aug 15, 2025.
>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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.