Advisory Business Systems Analyst

Genesis10 is seeking an Advisory Business Systems Analyst for a 6+ month contract-to-hire position with a major financial institution in Minneapolis, MN.

About the Role

This role is part of a strategic initiative to overhaul and integrate the Advisory Programs Experience for financial advisor workflows. The ideal candidate will drive stakeholder requirements analysis, create user stories for application development, and utilize AI agents to build and document requirements. Experience in wealth management is critical for success.

Responsibilities

• Perform stakeholder requirements analysis to identify impacted or influencing groups
• Develop plans and accurate estimates for completion of requirements
• Manage risks, assumptions, and constraints for requirements, and communicate to appropriate parties
• Lead requirements prioritization and leverage techniques to drive out business priorities
• Facilitate collaborative sessions with large and diverse business stakeholder groups to drive requirements discovery, analysis, and review
• Analyze and document scope of the business solution and detailed business and system solution requirements
• Verify requirements for quality and validate requirements with the impacted stakeholders
• Build and maintain a repository of reusable requirements documentation
• Communicate the impact of changes through cost-benefit analysis
• Support QA in development of the Functional System test cases
• Support UAT and PIV activities including planning, defect triage, and root-cause analysis for requirements-related issues
• Review, analyze, and evaluate user needs to create systems solutions that support business strategies
• Develop test conditions to validate business requirements and execute UAT scripts

Requirements

• 5+ years of experience in financial services
• AI experience, including examples of how AI is used in work or life (AI agents will be used to build and document requirements)
• 5+ years of strong business analyst skills in eliciting, gathering, and documenting requirements
• Understanding of financial advisor workflows; wealth management experience is critical
• Proven systems analyst skills to create user stories for application development
• Experience with Jira, Confluence, and SharePoint
• Must be a proactive driver of the work

Desired Skills

• Previous experience working on advisor-specific applications

Pay

$69.20 - $79.20 per hour (W2, based on qualifications)

Benefits

• Access to hundreds of clients, many with 5-20+ years of partnership with Genesis10
• Career opportunities within Genesis10; many consultants work exclusively with Genesis10 long-term
• Experienced, caring recruiting team (average 7+ years of experience)
• Behavioral Health Platform
• Medical, Dental, and Vision insurance
• Health Savings Account
• Voluntary Hospital Indemnity (Critical Illness & Accident)
• Voluntary Term Life Insurance
• 401K
• Sick Pay (for applicable states/municipalities)
• Commuter Benefits (Dallas, NYC, SF, and Illinois)