Private Wealth Business Analyst

Primary Responsibilities

• Own and enhance all aspects of the Client Service journey across the Wealth business (transacting, trading, maintenance, inquiry, self-service)
• Create and maintain journey maps, process flows, SOPs, and playbooks and training materials across the end-to-end client onboarding journey
• Analyze current operating model, inclusive of roles and responsibilities across all areas supporting the Client Service journey. Recommend and implement changes focused on efficiency and enhanced client outcomes
• Establish and track SLAs and KPIs
• Technology Enablement
• Drive all aspects of technology enablement in the Client Service space inclusive of requirements creation, user testing, release coordination, and post-launch adoption and performance
• Partner with Enterprise Data Governance to define and maintain client and account data dictionaries and validation rules. Ensure consistency across the ecosystem and all client and advisor touchpoints
• Invent and rationalize Client Service forms and documentation requirements with the goal of simplifying workflows
• Maintain an inventory and prioritization of known tech debt / enhancements

Experience & Skills Qualifications

• Bachelor’s degree in Business Administration, Finance, Operations Management, Engineering, or a related field
• 5+ years of experience in Wealth Management / Private Banking. Direct experience with client service, product ownership, or business analysis a plus
• Strong knowledge of process mapping, workflow analysis, and operational efficiency tools
• Proficiency in automation technologies and familiarity with digital transformation initiatives
• Experience in change management principles and techniques
• Candidate must be a self-starter with the ability to operate independently and make decisions
• Ability to build relationships and partner across a complex organization
• Ability to multi-task and manage multiple simultaneous projects
• Ability to influence seniors and stakeholders outside of your span of control
• Excellent time management, follow-through, and project delivery skills
• Exceptional written and verbal communication skills, able to simplify complexity
• Exceptional analytical skills
• Strategic thinker
• Strong attention to detail
• Highly organized
• Owner of outcomes
• Team player