Business Systems Analyst - Wealth Management
Qode
Business Systems Analyst (BSA) Wealth Management
Location: Fort Mill, SC (Hybrid)
Employment Type: Full-Time
Role Overview
We are seeking a highly experienced and technically strong Business Systems Analyst (BSA) to join a leading Wealth Management organization. This role requires a senior techno-functional professional with deep expertise in wealth management platforms, enterprise system integrations, API-driven architectures, data analysis, and solution design.
Required Qualifications
- 13+ years of experience as a Business Systems Analyst / Techno-Functional Analyst within enterprise environments.
- Strong experience in Wealth Management, Asset Management, Brokerage, or Financial Services domains.
- Strong hands-on technical analysis experience with APIs, integrations, SQL, and enterprise applications.
- Expertise in requirement analysis, system analysis, and technical documentation.
- Strong understanding of REST APIs, JSON, XML, microservices, and distributed systems.
- Advanced SQL skills with ability to perform complex data analysis and validation.
- Experience working with relational databases such as Oracle, SQL Server, PostgreSQL, or Snowflake.
- Experience with Agile/Scrum methodologies and tools like Jira/Confluence.
- Strong understanding of SDLC, system integrations, and enterprise application ecosystems.
Experience creating:
- BRDs
- FRDs
- User Stories
- Process Flows
- Data Mapping Documents
- Sequence Diagrams
- API Specifications
Excellent stakeholder management and communication skills.
Preferred Qualifications
- Experience with wealth management platforms such as Addepar, Orion, Charles River, Pershing, Fidelity, or similar ecosystems.
- Exposure to cloud platforms such as AWS or Azure.
- Experience with event-driven architecture, Kafka, or middleware platforms.
- Knowledge of FIX protocols, trade processing, or investment operations is a plus.
- Prior experience working in highly regulated financial environments.
- Exposure to data warehousing and reporting platforms.
- Understanding of automation and digital transformation initiatives within financial services
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Business Systems Analyst - Wealth Management in Fort Mill, York County, SC vacancy
- ...Urgent Need - BA/DA with wealth Management and some Banking and financial experience would be great. Location: Fort Mill, SC... ...operations, processes Proven ability to identify and pursue business development opportunities Excellent verbal and written...Suggested
3B Staffing LLC
Fort Mill, York County, SC2 days ago $98.57k - $135.54k
...opportunities! Job Description Summary Digital Product Manager Sunbelt's Digital Product Manager is equipped for success so... ...that prepares you for success: Design, Computer Engineering, Business, Marketing or equivalent experience 5 years of experience in...SuggestedFull timeTemporary workFlexible hoursSunbelt Rentals
Fort Mill, York County, SC3 days ago- A leading wealth management firm in Fort Mill is seeking a Consultant, Digital Marketing Data Analyst to analyze performance across web, email, and social media channels. You will build dashboards for stakeholder reporting and validate data quality from multiple sources...Suggested
$70 - $76 per hour
...Job Overview We are seeking a senior Project Manager / Scrum Master to support a purely Agile EPMO operating within a highly complex and fast-moving technology organization. Key Responsibilities Identify, track, and communicate critical paths, blockers, and impacts to...SuggestedContract workTemporary workTEKsystems
Fort Mill, York County, SC3 days ago$30.05 - $46.95 per hour
...continuously improving team efficiency and maturity. Key Responsibilities Manage project scope, timelines, and sprint planning processes Daily... ...require access to secure and protected client information technology systems and related data security obligations. #J-18808-Ljbffr...SuggestedCapgemini
Fort Mill, York County, SC5 days ago- ...Description As an Implementation Specialist and Software Project Manager at Honeywell, you will play a crucial role in leading and... ...to develop and execute plans, drive accountability, and achieve business objectives. Strong risk management, problem‑solving, and decision...Temporary workFlexible hours
- ...Companies in the US, providing enhanced IT consulting, and engineering solution services from past 16 years. Saxon global specializes in Business Intelligence, Mobility, Big Data & Cloud and provides IT tools and services to help organizations across industry verticals such...Contract workWork at office
- ...enterprise organization with a strong technology function supporting business‑critical operations across multiple teams and workstreams.... .... The team is looking for a highly capable functional Project Manager who can bridge business needs, technical teams, vendors, and...
- A leading IT consulting firm is seeking a Project Manager II to lead major technology initiatives. You will develop project plans, manage budgets, and coordinate resources while ensuring timely delivery. The ideal candidate has extensive Agile experience, strong communication...
- Incedo Inc. in Fort Mill, SC is seeking a Senior Scrum Master to lead Agile delivery across multiple cross‑functional teams within a SAFe framework. You will act as a servant‑leader, removing impediments and guiding ceremonies to maximize flow and predictability. You will...
- TEKsystems in Fort Mill, SC is seeking a senior Project Manager / Scrum Master to support a purely Agile EPMO within a fast-moving technology organization. This role blends Scrum with selective waterfall practices to deliver complex initiatives. You will coordinate schedules...Contract work
- A leading IT consulting firm in Fort Mill, SC seeks a Certified Scrum Master for a 6+ month contract role. The ideal candidate should have over 2 years of Scrum Master experience, along with 6 years in information technology. Familiarity with Microsoft Office and Team Foundation...Contract workWork at office
- LPL Financial is seeking a Senior Risk Governance and Reporting Technology Analyst to support technology teams in managing security risks. This role involves documenting and reporting on risk priorities based on security policies and audit findings. The ideal candidate...
- AccruePartners is seeking a temporary support role to manage reporting workflows and data cleanup in Fort Mill, South Carolina. This position... .... This is a collaborative environment where immediate impact is expected during a busy period. #J-18808-Ljbffr AccruePartnersTemporary workImmediate start
- ...Governance / Application Inventory Analyst to play a pivotal role in our... ...compliant, and comprehensive business application inventory that... ...landscapes (SaaS, internal systems) Familiarity with data... ...governance frameworks and lifecycle management Exposure to financial...
- Honeywell INC. is seeking an Implementation Specialist and Software Project Manager in Fort Mill, SC to lead and manage software projects. You will collaborate with customers and stakeholders to ensure timely delivery of quality solutions while utilizing Agile methodologies...
- Pike Corporation, located in Fort Mill, South Carolina, is seeking a Business Analyst to work in the IT department. The ideal candidate will gather business requirements, support clients, and troubleshoot issues. A strong emphasis on communication and analytical skills...
- Ross Stores, Inc. is seeking a Network Strategy Analyst to maintain supply chain modeling supporting Ross's distribution and transportation network. You will develop and improve datasets related to new distribution centers, retrofitting facilities, and transportation optimization...
$115k - $120k
...Oracle ICM platform. Working closely with business analysts, compensation leaders, and IT partners,... ...complex commission plans into scalable system solutions, validate commission... ...maintain Oracle Incentive Compensation Management (ICM) solutions to support commission and...Work experience placementFlexible hours$70 - $76 per hour
...Description We are seeking a senior , Project Manager / Scrum Master to support a purely Agile EPMO operating within a highly complex... ...and TEKsystems Global Services We’re a leading provider of business and technology services. We accelerate business transformation...Contract workTemporary work- ...Software Engineering Delivery to lead and shape the technology organization. You will provide technical leadership and collaborate with business and product teams to define the vision and implement scalable, AI-enabled advisor digital platforms. You will build and guide high...
- ...Governance and Application Inventory Analyst. This role supports a focused... ..., and governance of a Business Application Inventory (CMDB).... ..., including CMDB, vendor systems, EA tools, and SSO/discovery... ...Familiarity with data quality management principles, metadata, taxonomy...
Apex Systems
Fort Mill, York County, SC3 days ago $20 - $30 per hour
...Data Governance / Application Inventory Analyst (contract) to support a focused 3‑month... ...completeness, accuracy, and governance of our Business Application Inventory (CMDB). The role... ...around business application inventory management. Required Experience / Skills Experience...Hourly payContract workTEKsystems
Fort Mill, York County, SC3 days ago- ...Governance / Application Inventory Analyst (3‑Month Assignment) Overview... ..., and governance of our Business Application Inventory (CMDB).... ...sources (CMDB, vendor systems, EA tools, SSO/discovery datasets... ...Familiarity with data quality management principles Familiarity with metadata...Contract work
Tential Solutions
Fort Mill, York County, SC3 days ago $19 per hour
...Eurofins USA Environment Testing in Fort Mill, SC seeks an Analyst to prepare and analyze environmental samples in a lab setting. This full-time position (Monday–Friday, 8 AM–5 PM) offers a pay rate of $19/hr and includes thorough on-site training at the Cary, NC lab....Full timeMonday to FridayEurofins USA Environment Testing
Fort Mill, York County, SC1 day ago$63.86k - $106.4k
LPL Financial is seeking a Supervision Performance & Automation Analyst in Fort Mill, SC. This role involves supporting automated workflows using Alteryx to enhance operational efficiency. The ideal candidate will have a collaborative mindset and solid experience in data...- LPL Financial LLC is seeking an Account Transfers analyst to facilitate ACAT transfers, review exceptions, and reconcile reports. The role emphasizes data analysis, project management, and clear communication with multiple stakeholders in a fast-paced environment. Ideal...
- Pike Corporation is seeking a Project Analyst I in Fort Mill, South Carolina. This role requires designing and developing business intelligence solutions to support data-driven decision-making. The ideal candidate will collaborate with various teams to enhance visibility...
$153.47k - $255.75k
...side by side with Development, Operations, Business units, and Enterprise Architecture teams... ...security, cloud security, identity management, and encryption, including zero‑trust architectures... ..., and anomaly detection in AI‑driven systems. Requirements 3+ years of security...Flexible hours$142k - $178k
Honeywell INC. is seeking a Software Solutions Architect/Pre‑Sales Engineer in Fort Mill, SC. This role involves providing primary technical pre‑sales support and influencing customers toward Honeywell Productivity Solutions & Services. Candidates must possess 3+ years ...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Business Systems Analyst - Wealth Management. Be the first to apply!
Related searches
- business systems analyst work from home
- entry level business system analyst
- senior business systems analyst
- lead business system analyst
- business systems analyst
- business systems analyst summer intern
- IT business analyst
- entry level IT business analyst
- IT business analyst intern
- business management professor