Sr 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.

Compensation, Benefits And Duration

Minimum Compensation: USD 43,000
Maximum Compensation: USD 152,000
Compensation is based on actual experience and qualifications of the candidate.

Medical, vision, and dental benefits, 401k retirement plan, variable pay/incentives, paid time off, and paid holidays are available for full-time employees.

This position is available for independent contractors
No applications will be considered if received more than 120 days after the date of this post.