Job Title: Business Analyst – Wealth & Financial Management

Location: Scottsdale, AZ (Hybrid)

Employment Type: Full-Time

Overview:

We are seeking an experienced and analytical Business Analyst to support our Wealth and Financial Management division. The ideal candidate will play a critical role in identifying business needs, improving processes, and ensuring alignment between technology solutions and financial strategies. This is a highly collaborative role that requires financial acumen, stakeholder engagement, and a deep understanding of investment and advisory services.

Key Responsibilities:

• Work closely with wealth management stakeholders to gather, document, and analyze business requirements for investment platforms, portfolio management tools, and financial planning applications
• Translate business needs into functional specifications for technology and data teams
• Evaluate current processes and identify opportunities for automation, efficiency, and enhanced client experience
• Support product owners and project managers in Agile ceremonies and backlog prioritization
• Coordinate with QA and UAT teams to validate requirements and support testing efforts
• Create business cases, impact assessments, and process flows to support strategic initiatives
• Monitor and report on project progress, risks, and issues
• Stay informed about industry trends, regulatory changes, and emerging technologies in financial services

Qualifications:

• Bachelor's degree in Finance, Business, Computer Science, or a related field (Master’s preferred)
• 5+ years of experience as a Business Analyst, with at least 2 years in wealth management or financial services
• Strong understanding of financial products, portfolio construction, and client advisory workflows
• Proficiency with business analysis tools (e.g., JIRA, Confluence, MS Visio) and data analysis (Excel, SQL, Power BI or Tableau)
• Familiarity with Agile/Scrum methodologies
• Excellent written and verbal communication skills, with the ability to engage technical and non-technical audiences
• Strong organizational and problem-solving abilities

Preferred:

• Experience with CRM platforms like Salesforce or financial planning tools like eMoney, Orion, or Envestnet
• Knowledge of regulatory requirements impacting wealth management (e.g., SEC, FINRA)