Business Analyst

Overview

On Site
Accepts corp to corp applications
Contract - Independent
Contract - W2
Contract - Contract

Skills

ASSET MANAGEMENT
BUSINESS ANALYSIS

Job Details

Job Title: Business Analyst with Wealth Management
Job Location: Saint Petersburg, FL
Job Type: Contract

Job Description:

  • Partner with senior stakeholders across product, compliance, and technology to align business goals with digital capabilities.

  • Analyse client behaviour, product performance, and operational data to support strategic decisions.

  • Oversee UAT, change management, and post-deployment reviews for key initiatives.

  • Contribute to regulatory and risk assessments related to wealth products and platforms.

Qualifications:

  • 10 years of experience in business analysis, with strong experience in wealth management or private banking.

  • Deep understanding of advisors/RIAs engagements, reporting and experience.

  • Deep understanding of investment products, client lifecycle, and digital platforms.

  • Overall understanding of capital markets in general.

  • Good technology orientation, understanding of data and data base concepts.

  • Strong stakeholder management, communication, and analytical skills.

  • Exposure to Agile delivery, data visualization tools (Power BI, Tableau), and CRM platforms.

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.

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