Private Wealth Senior Business Analyst

Primary Responsibilities

• Journey Definition & Ownership
• Create and maintain journey maps, process flows, SOPs, and playbooks and training materials across the end-to-end client onboarding and maintenance journeys
• Set and deliver the vision of our future state model, specifically as it relates to client onboarding and servicing journeys
• Identify friction points and implement enhancements that reduce handoffs, processing times, and error rates
• Analyze current operating model, inclusive of roles and responsibilities across all areas supporting the Client and Advisor journeys
• Evaluate current operating practices and implement best-in-class business processes across all aspects of the client lifecycle to drive efficiency, scalability, and risk reduction
• Overhaul and fully digitize the client account opening and onboarding experience to deliver a seamless, efficient, and highly engaging process
• Partner with senior level stakeholders across the firm to recommend, own, and implement changes focused on efficiency and enhanced client experiences
• Establish and track SLAs and KPIs
• Implement feedback mechanisms to ensure prioritization and continuous improvement efforts of platform features and business processes are accounting for Advisor and Client preferences

Experience & Skills Qualifications

• Bachelor’s degree in Business Administration, Finance, Operations Management, Engineering or a related field
• Advanced degree or certifications such as Lean Six Sigma, PMP, or similar are a plus
• 12+ years of experience in Wealth Management / Private Banking
• Direct experience with client service, product ownership, or business analysis a plus
• Deep understanding of Private Wealth business models, digital client engagement, and advisor workflows
• Strong knowledge of process mapping, workflow analysis, and operational efficiency tools
• Proficiency in automation technologies and familiarity with digital transformation initiatives
• Expertise 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 their 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