As a Senior Business Analyst, you will lead requirements definition, solution design, and technical analysis for projects and minor enhancements within the IT Wealth Management team. This role requires strong technical expertise to translate complex business needs into scalable, secure, and compliant technology solutions across Wealth Management platforms, including Brokerage, Trust, RIA, and advisory services. This role regularly supports digital platforms and client-facing experiences, including web and mobile applications, UX/UI-informed enhancements, and digital service integrations, while also partnering on back-office and platform modernization work. The Senior Business Systems Analyst collaborates with product, data, and engineering teams to translate user needs, design standards, and digital workflows into clear, technical requirements. The Senior Business Analyst will work closely with enterprise solution architects, developers, data teams, vendors, and business partners to define and capture technical requirements for APIs, data flows, system integrations, and end-to-end solutions that support internal operations and client-facing experiences. This individual is responsible for documenting existing business needs, analyzing current-state technology, and designing future-state solutions aligned with Wealth Management business strategy, regulatory requirements, and client experience objectives. This role serves as the end‑to‑end technical integrator for complex, cross‑team initiatives—owning solution coherence across platforms, surfacing dependencies and risks, and ensuring that business intent, architecture, and delivery execution remain aligned throughout the lifecycle of large-scale programs. This role is expected to actively leverage approved AI tools as part of daily work practices to improve efficiency, quality, and speed of analysis, documentation, and solution design. The Senior Business Analyst applies sound judgment and human oversight when using AI-assisted outputs and partners with stakeholders to ensure AI is used responsibly to support business outcomes.
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Job Type
Full-time
Career Level
Senior