Senior Business Analyst

Responsibilities

• Salary Range: The salary range for this position is $98,400.00/Yr. - $199,000.00/Yr.
• Lead and design end-to-end business systems and project deliverables for Wealth Management initiatives, ensuring artifacts are created, maintained, and traceable from intake through implementation.
• Elicit, analyze, and document business and technical requirements, including epics, features, user stories, acceptance criteria, non-functional requirements, and implementation requirements.
• Partner with business owners and product managers to translate user journeys, wireframes, design system standards, and usability considerations into epics, user stories, acceptance criteria, and technical requirements for digital channels.
• Ensure digital solutions meet usability, accessibility, performance, and security expectations across web and mobile platforms (as applicable to the initiative).
• Develop, document, and maintain test artifacts, including test scripts, validation scenarios, test data requirements, and support for system and user acceptance testing.
• Partner with solution architects and engineering teams to define solution approaches, integration patterns, system interactions, and design tradeoffs, ensuring alignment between business intent and technical implementation.
• Exercise independent judgment, lead complex initiatives with minimal direction, and facilitate working sessions to drive decisions, resolve ambiguity, and progress delivery.
• Manage multiple initiatives concurrently with transparent communication to leadership.

Qualifications and Education Requirements

• Bachelor’s degree in Computer Information Systems, Computer Science, Engineering, or equivalent experience.
• 6-8 years in technical BA, solution analysis, and/or technical delivery.
• Experience supporting complex initiatives within regulated industries, with preference for financial services domains such as wealth management, banking, brokerage, trust, RIA, or advisory platforms.
• Demonstrated experience producing BA delivery artifacts (requirements, epics, user stories, acceptance criteria, and test scripts) for technical implementations involving APIs, integrations, data flows, and digital channel enhancements.
• Demonstrated ability to use approved AI tools as part of daily work practices to improve speed and quality of analysis and documentation, with strong validation and accountability.
• Strong communication skills with ability to translate technical concepts.
• Experience with Jira.
• Ability to travel as needed.
• Experience (Preferred): Build deep understanding of Wealth Management products, platforms, and technology architecture. Experience supporting digital platforms such as web and mobile applications, online portals, or client-facing SaaS solutions. Familiarity with accessibility, usability, and performance considerations for digital channels.