Sr. Business Analyst to lead the analysis efforts to support digital onboarding and sales gener[...]

Sr. Business Analyst to lead the analysis efforts to support digital onboarding and sales generation solutions projects for financial services client. (2025-19; Remote)

Job Type: Contract

Positions to fill: 1

Start Date: Apr 25, 2025

Job End Date: Apr 25, 2026

Pay Rate: Hourly: Negotiable

Job ID: 144527

Our client is looking for a Sr. Business Analyst to support digital onboarding and sales generation solutions projects for financial services client.

Overview:

An experienced Senior Business Analyst to join our team and play a key role in the evolution of digital Wealth products. The successful candidate will be responsible for leading the business analysis efforts for this project, including gathering and documenting requirements, performing gap analysis, and collaborating with stakeholders and project teams to ensure the successful delivery of the project. The ideal candidate will have a combination of strong wealth and investment acumen, technical expertise, excellent communication skills, and exceptional Business Analysis abilities.

Project Description: Evolution of digital onboarding and sales generation solutions.

Must Have's:

• 5+ years of experience as a Business Analyst
• 5+ years of experience in the banking industry with a Fintech or wealth focus
• Experience or understanding with these solutions: Salesforce, Oak, Google Big Query, OneVest
• Experience with COTS solutions
• Experience documenting complex technical APIs, system integrations, and data flows
• Experience in wealth and investment domains (key differentiator)
• Ability to work independently and collaboratively in a cross-functional team, managing multiple priorities and deadlines.
• Proficiency with Agile development methodologies and adaptability to changing project requirements.
• Excellent written and verbal communication skills for technical and non-technical audiences.

Preferred:

• Understanding of Product Management

Responsibilities:

• Lead the Business Analysis activities including working with other BAs and Product partners for a large-scale, multi-application digital wealth customer experience platform.
• Gather and document business requirements from stakeholders through interviews, workshops, and surveys.
• Analyze business requirements to identify pain points, inefficiencies, and opportunities for improvement.
• Conduct gap analysis to assess the differences between the current state and the desired state of the system, highlighting areas for enhancement.
• Work closely with technical teams (product managers, architects, developers, testers) to ensure accurate and efficient implementation of product features.
• Develop use cases and user stories to capture the functional requirements of the system, ensuring that all user needs are met.
• Translate business requirements into detailed functional specifications and technical requirements for system implementation.
• Create data models and process flows to document business processes.
• Identify and document non-functional requirements, such as performance, security, and scalability.
• Develop and maintain a comprehensive requirements traceability matrix to ensure that all requirements are accounted for and tracked throughout the project lifecycle.
• Guide and actively participate in UAT to validate that the system meets the business requirements and user expectations.