Information Technology_USA

**Please strictly adpersonre to tperson following resume naming convention:
ALL CAPS, NO SPACES B/T UNDERSCORES

PTN_US_GBAMSREQID_CandidateBeelineID
i.e. PTN_US_9999999_SKIPJOHNSON0413

Bill Rate: market rate-70/hr

MSP Owner: Kelly Gosciminski
Location: New York, NY / Hamilton Township, NJ - hybrid onsite
Duration: 6 months
GBaMS ReqID: 10337985

Resource needs:
Location: NY Midtown or NJ Hamilton office
Domain Expertise: With Wealth Management or BFSI experience

Background:
- Need resources to work with current teams on existing project
- Work on existing program for leadership dashboard
- Focus on state, region, individual, and advisor analytics
- Define tperson holistic story
- To interact with CX and development teams
- This will feed into an upcoming CX/UX/UI project that Account is acquiring furtperson details on

We are seeking a Sr. Business Analyst with a strong background in tperson Investment/Wealth Management domain. In this role, you will be a key liaison between our business groups and data teams, personlping to solve business challenges by designing and implementing robust data solutions.

Key Responsibilities
- Product Expertise: Deep understanding of wealth management products such as investment portfolios, estate planning, tax optimization, trust Services, insurance advisory, and retirement planning, Alternate Investment
- Client Platforms: Experience with Client Online, Advisor Desktop, and Client Associate Servicing Portal platforms, including workflow and operations support.
- Program Leadership: Proven track record of working on complex programs involving CRM systems, account onboarding, e-delivery consent, and regulatory compliance.
- Stakeholder Engagement: Collaborate with advisors, operations, and compliance teams to ensure seamless integration of business rules and client servicing enhancements .

Skills & Qualifications
- Technical Acumen: Familiarity with platforms like D365, Salesforce, Portfolio Analytics, and data modeling tools. Ability to translate business needs into functional specifications.
- Analytical Thinking: Strong capability in financial analysis, risk assessment, and scenario modeling for high-net-worth clients .
- Communication: Excellent verbal and written communication skills to engage with cross-functional teams and senior stakeholders.
- Certifications: Preferred certifications include CFA, CFP, FRM, or otperson financial industry credentials that validate domain expertise