Wealth Management Business Analyst

Overview

On Site
Depends on Experience
Contract - W2
Contract - Independent
Contract - 6 Month(s)
100% Travel

Skills

Wealth Management
Financial planning
CRM tools
regulatory
lifecycle management

Job Details

Job Title: Wealth Management Business Analyst
Location: New York, NY; Jersey City, NJ; Raleigh, NC (Onsite)
Duration: 6+ Months
JD:
We are looking for a Business Analyst Wealth Management who has a strong understanding of the wealth management industry, including financial planning, advisory processes, client lifecycle management, and back-office operations. The ideal candidate will bridge business requirements with technology solutions, ensuring smooth implementation of systems, tools, and processes that enhance client engagement and advisory effectiveness.
Key Responsibilities
  • Work closely with stakeholders to gather, analyze, and document business requirements within the wealth management domain.
  • Support client onboarding and lifecycle management processes.
  • Design and enhance financial advisory workflows, ensuring compliance and efficiency.
  • Collaborate with teams on portfolio construction, investment products, and suitability assessments.
  • Work with CRM platforms (Client Relationship Management) and digital client engagement tools to optimize client experience.
  • Understand and document wealth management backend operations and processing workflows.
  • Partner with technology teams for system enhancements, integrations, and product implementation.
  • Prepare functional specifications, process flow diagrams, and user stories for wealth management solutions.
  • Conduct testing, validation, and training sessions to ensure successful adoption of systems.
Required Skills & Experience
  • Strong knowledge of wealth management industry including:
    • Financial planning concepts and tools
    • Advisory and client engagement systems
    • Wealth management products (mutual funds, equities, structured products, etc.)
    • Backend operations, compliance, and reporting
  • Experience in business analysis, requirements gathering, and documentation.
  • Familiarity with and digital engagement platforms.
  • Understanding of investment suitability and regulatory considerations.
  • Strong communication and stakeholder management skills.
  • Ability to work in agile environments and collaborate with cross-functional teams.
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