BA with Wealth Management

Posted: 5 days ago

Role : BA with Wealth Management

Location: Tampa, FL

Duration: Full Time/Permanent

Job Description:

Skills & knowledge:

· Domain expertise of Wealth Management, Brokerage processes across front-middle-back office

· Need experience on digital products strategy & design, financial advisor workstation / client experience; worked in Agile projects as Product Owner/ Business systems analyst; adept in writing feature based user stories/ requirements; manage end to end analysis for product build out.

· Knowledge of Proposal Generation, Financial Planning, and Brokerage Trading process will be important.

· Advisory, Business & IT Consulting, Business and Systems Analysis, Process Modeling, Requirements Analysis & Documentation, Business Architecture, Data Analysis, Business/ Tech capability/ Architecture Analysis.

· Advanced knowledge of MS excel, Power point, MS word for documentation, analysis and presentation.

· Excellent communication, client stakeholder management, client collaboration, ability to be an individual contributor as well as work effectively as a team member.

· Ability to travel to client locations for projects (in state or within the USA at least).

· Lead business analysis, product management/ ownership, requirements planning, agile team member as lead business analyst, orchestrated product development and testing with broader development team.