Business Analyst

4 hours ago

St Petersburg, FL, United States Jobs via Dice Full time
Business Analyst with Wealth Management

Location: Saint?Petersburg, FL
Type: Contract

Job Description

  • Partner with senior stakeholders across product, compliance, and technology to align business goals with digital capabilities.
  • Analyse client behaviour, product performance, and operational data to support strategic decisions.
  • Oversee UAT, change management, and post-deployment reviews for key initiatives.
  • Contribute to regulatory and risk assessments related to wealth products and platforms.

Qualifications

  • 10?years of experience in business analysis, with strong experience in wealth management or private banking.
  • Deep understanding of advisors/RIAs engagements, reporting, and experience.
  • Deep understanding of investment products, client lifecycle, and digital platforms.
  • Overall understanding of capital markets in general.
  • Good technology orientation, understanding of data and database concepts.
  • Strong stakeholder management, communication, and analytical skills.
  • Exposure to Agile delivery, data visualization tools (Power?BI, Tableau), and CRM platforms.

Seniority level

Mid?Senior level

Employment type

Full?time

Job function

Research, Analyst, and Information Technology

Industries

Software Development

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