Business Analyst – Wealth Management

Description

Work Location: New York, NY or Hamilton Township, NJ

Job Description:

7+ years of experience in Business Analysis.

Key Responsibilities:

• Product Expertise Deep understanding of wealth management products such as investment portfolios, estate planning, tax optimization, trust Services, insurance advisory, and retirement planning, Alternate Investment
• Client Platforms Experience with Client Online, Advisor Desktop, and Client Associate Servicing Portal platforms, including workflow and operations support.
• Program Leadership Proven track record of working on complex programs involving CRM systems, account onboarding, e-delivery consent, and regulatory compliance.
• Stakeholder Engagement Collaborate with advisors, operations, and compliance teams to ensure seamless integration of business rules and client servicing enhancements.

Skills Qualifications

• Technical Acumen Familiarity with platforms like D365, Salesforce, Portfolio Analytics, and data modeling tools. Ability to translate business needs into functional specifications.
• Analytical Thinking Strong capability in financial analysis, risk assessment, and scenario modeling for high-net-worth clients.
• Communication Excellent verbal and written communication skills to engage with cross-functional teams and senior stakeholders.

Certifications

• Preferred certifications include CFA, CFP, FRM, or other financial industry credentials that validate domain expertise.

Requirements

Must Have:

• 7+ years of experience in Business Analysis.
• Client Platforms Experience with Client Online, Advisor Desktop, and Client Associate Servicing Portal platforms, including workflow and operations support.
• Familiarity with platforms like D365, Salesforce, Portfolio Analytics, and data modeling tools. Ability to translate business needs into functional specifications.