Business Analyst - Banking & Wealth Management- Cleveland, Columbus, Buffalo

Key Responsibilities

• Elicit, analyze, and document functional and non-functional program requirements across front-to-back-office processes (proposals, portfolio management, billing, reporting, and advisor workflows).
• Translate business problem statements into clear, consumable requirements for technology teams.
• Perform current-state vs. future-state gap analysis to ensure no critical advisor or client capabilities regress in the Envestnet platform; clear documentation of current vs future state.
• Own and maintain requirements throughout the SDLC.

Must-Have Skills

• Core BA competency;
• Proven experience in gap analysis, business requirement documentation, and process flow creation.
• Strong multitasking, problem-solving skills, and a self-starter mindset to handle ambiguity.
• Expertise in the wealth domain, with knowledge of any related product or system.
• Agile experience, including using tools like Jira to manage user stories.
• Excellent communication skills.

Nice-to-Have

• Familiarity with wealth management products such as Pershing (NetX, NetXInvestor), FIS (Global Plus, Global Office), MoneyGuidePro, eMoney, or Envestnet.
• SQL proficiency to read and write queries and perform data mapping.
• Big Query Miro or Draw.io Confluence.