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Business Analyst
4 months ago
We are seeking a skilled Business Analyst with 5+ years of experience, preferably with a background in Wealth Management Advisor Desktop or Wealth Management Client Portals.
The ideal candidate will have worked on similar applications at leading firms and prominent wealth management organizations.
The role involves contributing to projects that enhance client and advisor experiences through detailed loan views, performance metrics, integration with market data for quotes, watchlists, news, a secure messaging center, and comprehensive investment and alternatives views.
Good in Machine Learning / AI preferred.
This position is perfect for individuals who are adept at implementing core wealth management features for both advisors and clients.
Education: Bachelors Degree
Additional client information:
