Senior Analyst In Wealth Management Jobs

Continuously identifying opportunities to enhance the Advanced Planning and Services and the Wealth Management Taxation teams' service offerings.

Preparing and presenting tax education and training content and material for internal professional development purposes as well as client-facing presentations;

Leading the facilitation of professional development activities for colleagues with more advanced tax knowledge; and

Tax strategies related to leveraging, philanthropy, education, and strategic insurance planning;

Knowledge of U.S. income taxation and related issues;

At least 7 years of experience in a professional organization providing tax planning and compliance for HNW and UHNW clients; and

Previous experience managing or supporting Wealth Management projects (i.e. PM, Tech Roles, Business Roles, etc)

Advanced knowledge of change, issue, and risk management and working knowledge of Software development lifecycle (SDLC) and Agile delivery methodologies

Project/Program Management certifications (e.g. PMP and/or PgMP)

Effectively manage IT project deliverables on a large Reporting Wealth Program

Oversee financials and staffing levels to efficiently meet project delivery requirements and tracks value for effective decision-making

Proven experience managing large scale Reporting projects and their integration with applications in a Financial Institution

Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance.

In-depth / expert knowledge of Wealth Management regulatory requirements.

In-depth / expert knowledge operational risk management practices - specifically non financial risk(ONFR) and/or credit

In-depth / expert knowledge of the Wealth Management business / product portfolio.

Leads/participates in the design, implementation and management of core business/group processes.

Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

Experience working in a business analysis role in Capital Markets or Wealth Management.

Prior experience in the Business Analysis function at a buy-side firm, wealth manager, broker dealer or custodian bank

Quick learner and solutions oriented, ability to escalate issues to management.

Hourly salary of $65 to $85 (based on experience).

A focus on work-life balance to ensure your wellbeing and productivity. This position offers an hybrid schedule

Experience mapping business process flows is required.

Experience in Wealth Management & Investments

Provides discipline, rigor, and technical skills to the requirements definition and validation process

Works in collaboration with the journey owner to understand, elicit, analyze, document, and communicate program and platform/application requirements

Works ahead of the delivery team to elicit requirements for next iteration’s user stories

Can visualize business needs / requirements as user stories

Time-boxed requirement gathering from the right mix of stakeholders

Experience in Wealth Management & Investments

Provides discipline, rigor, and technical skills to the requirements definition and validation process

Works in collaboration with the journey owner to understand, elicit, analyze, document, and communicate program and platform/application requirements

Works ahead of the delivery team to elicit requirements for next iteration’s user stories

Can visualize business needs / requirements as user stories

Time-boxed requirement gathering from the right mix of stakeholders

Streamline current processes and procedures to enhance general product support and management functions

Support product initiatives by preparing ad-hoc reports and assisting in related projects

Monitor team mailbox, respond to inquiries and report user statistics

Compile data for monthly reports and other regular reporting as required

Develop and maintain Tableau dashboards to provide ongoing insights into KPIs, trends, and business drivers

Ability to speak with Wealth Management business stakeholders and also collaborate and discuss requirements with technology stakeholders

5+ years of Wealth Management/Capital Markets experience; Understanding of Mutual Funds and related platforms such as Broadridge and FundServ

Experience working on CFR related regulatory projects as a BA in the Wealth Management domain

Wealth Management BA - Regulatory

6+ years of Business Analyst experience working at enterprise financial corporations

Experience with Agile Development Cycle

Strong time management skills including the ability to manage multiple projects in parallel.

Strong problem solving skills. Analytical thinker who can decompose complex issues into components and perform root cause analysis.

Provide assistance to other members of the Professional Services team and pro-actively develop and share best practices.

Basic command of SQL and understanding of relational databases. Familiarity with FIX or similar protocols is a plus.

What We Are Looking For

Why this job is important to us

Direct experience with IFDS, or IFDS vendor experience

Create and maintain a prioritized backlog of requirements; work with development teams to establish release plans to deliver this new functionality

Evaluating business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions.

Exceptional analytical and conceptual thinking skills

Excellent verbal and written communication skills.

Team player with strong interpersonal skills and ability to take a leadership role when necessary