Platform Business Analyst

IEQ Capital•Foster City, CA

8h•$100,000 - $150,000

About The Position

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. IEQ Capital is seeking a highly driven Business Analyst to join our Platform Team. This role operates at the intersection of business, product, operations, and engineering. The Business Analyst acts as a product owner and execution lead for platform initiatives, translating business needs into well-defined work, managing backlogs, driving sprint execution, and ensuring adoption across Salesforce, data integrations, and internal tools. We are looking for someone who combines strong project management discipline with systems thinking, product ownership, and the ability to push work forward across teams.

Requirements

4+ years in Revenue Operations, Business Analysis, Product Operations, Product Management, or Project Management
Experience working with CRM systems (Salesforce strongly preferred)
Strong ability to write structured requirements and user stories
Proven track record of driving initiatives across multiple stakeholders
Strong executive communication skills

Nice To Haves

Experience working in financial services or wealth management
Familiarity with APIs, integrations, and data flows
Experience acting as a product owner
Exposure to workflow automation tools or low-code platforms
Experience operating in sprint-based development environments

Responsibilities

Own Platform Initiatives End-to-End
Evaluate new ideas and requests from business stakeholders
Clarify problems before jumping to solutions
Define requirements with clear and measurable business outcomes
Translate needs into executable user stories with acceptance criteria
Manage initiatives from discovery through release and adoption
Drive post-launch feedback and iteration
Manage Enhancement Backlogs as Products
Maintain a clean, prioritized backlog
Balance quick wins with long-term structural improvements
Run backlog grooming with developers
Ensure user stories are properly scoped before entering sprint and updated regularly
Track delivery progress and unblock issues quickly
Partner with Developers & Admins
Translate business requirements into technical-ready work
Align on scope before sprint commitments
Hold developers accountable to sprint hygiene
Manage trade-offs between speed and sustainability
Think structurally and understand system constraints.
Drive Cross-Functional Coordination
Align and coordinate stakeholders across all departments
Manage competing priorities transparently
Run project working sessions
Identify downstream impacts across systems
Ensure handoffs between teams are documented and repeatable
Adoption, Training & Continuous Improvement
Create documentation and process maps
Run training sessions when new functionality launches
Gather structured user feedback
Identify workflow breakdowns or adoption gaps
Propose iterative improvements