This job is expired.
Business Analyst - Wealth Management
Springfield, MA
May 13, 2025
Full-time
Full Job Description
JOB TITLE: Sr. Business Analyst
JOB LOCATION: Boston OR Springfield, Massachusetts
WAGE RANGE*: $75 - 81 per hour on W2
DURATION: Initial 1-Year Contract, potential for extension and/or conversion to FTE
JOB NUMBER: 36036943

Minimum Qualifications
  • 8+ years of Business Analyst experience
  • 3+ years of experience in asset or wealth management (Financial Planning, Investment Management, Regulatory Reporting, Trust and Estate Planning etc.)

Ideal Qualifications
  • Experience with both Waterfall and Agile methodologies
  • Perform requirements gathering and scope management planning for large scale projects
  • Exceptional in technical writing
  • QA functional testing skills

What to Expect as Part of the Team
  • Team meetings, as appropriate, to track and drive individual and team accountability
  • Ad hoc collaboration sessions to define and adopt standards and best practices
  • A weekly team training session focused on comprehension of the delivery model
  • Focused one-on-one meetings with your manager
  • Access to mentorship opportunities
  • Access to learning content

JOB DESCRIPTION

We're looking for an experienced Business Analyst to join the Wealth and Distribution technology team. In this position, you will support key initiatives impacting our wealth management business. The ideal candidate will have a strong background in the financial services industry and wealth management knowledge. In this role, you will be responsible for eliciting and documenting business requirements, understanding technical dependencies, and helping to envision creative solutions to both business and technical challenges. Candidate must be agile, collaborative and possess excellent written, verbal, and communication skills.

The Team
The Wealth Management Technology Team is global with team members located in 3 countries. We support a complex and very dynamic business for product delivery, financial planning services, lending services, and investment operations. The team's mission statement is to "provide exceptional service and support to project workstreams and business stakeholders by meeting or exceeding expectations"; and a guiding principle is to "deliver the best quality solution as quickly as possible without compromising best practices or strategic goals". Our culture is grounded in quality and managing customer expectations.

The Impact - Key Responsibilities & Accountabilities
  • Excels in the handling of broad scope projects and works independently on multiple project tasks, including leading business analysis across multiple parallel initiatives.
  • Clearly define business and/or systems scope and objectives based on both user needs and a good understanding of applicable industry requirements, including the facilitation of requirements gather sessions and documentation of business system requirements and use cases.
  • Work closely with both business and technical stakeholders and seek opportunities to improve the way we operate business.
  • Assist other team members with understanding the business requirements and provides business analysts on the team with mentorship and coaching.
  • Participate in all phases of project planning, development and testing and collaborate with business and systems experts.
  • Lead analysis of business processes, procedures, data and rules
  • Provide oversight of overall quality of work product
  • Negotiate and influence requirements direction
  • Lead/consult on escalated support issues and root cause analysis
  • Provide business analysts on the team with mentorship and coaching

Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities

* While an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to: job-related knowledge, skills and qualifications, education and experience as compared to others in the organization doing substantially similar work, if applicable, and market and business considerations.  Benefits offered include medical, dental and vision benefits; dependent care flexible spending account; 401(k) plan; voluntary life/short term disability/whole life/term life/accident and critical illness coverage; employee assistance program; sick leave in accordance with regulation.  Benefits may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions.PDN-9ee783fa-29ec-4c65-b6fb-e05f64921cb4
Job Information
Job Category:
Other
Spotlight Employer
Related jobs
Applied Researcher IOverview:At Capital One, we are creating trustworthy and reliable AI systems, changing banking for good. For years, Capital One has been leading the industry in using machine learn...
Jun 24, 2025
BALTIMORE, MD
Applied Researcher IOverview:At Capital One, we are creating trustworthy and reliable AI systems, changing banking for good. For years, Capital One has been leading the industry in using machine learn...
Jun 24, 2025
WASHINGTON D.C., DC
Applied Researcher IOverview:At Capital One, we are creating trustworthy and reliable AI systems, changing banking for good. For years, Capital One has been leading the industry in using machine learn...
Jun 24, 2025
RICHMOND, VA
©2025 TalentAlly.
Powered by TalentAlly.
Apply for this job
Business Analyst - Wealth Management
The Computer Merchant, LTD.
Springfield, MA
May 13, 2025
Full-time
Your Information
First Name *
Last Name *
Email Address *
Zip Code *
Password *
Confirm Password *
Create your Profile from your Resume
By clicking the Apply button, you agree to the terms of use and privacy policy and consent to receive emails from us about job opportunities, career resources, and other relevant updates. You can unsubscribe at any time.
Continue to Apply

The Computer Merchant, LTD. would like you to finish the application on their website.

Supercharge Your Resume with AI

Boost your resume with AI-driven enhancements. The tool analyzes and refines your content, highlighting your strengths and tailoring it for maximum impact. Get personalized suggestions and apply improvements instantly to stand out in the job market.