Business Analyst - Wealth Management
Virtual Vocations Inc
Seeking an experienced Business Analyst - Wealth Management, the remote position will focus on supporting the FIS AddVantage platform for Wealth and Trust Management operations, managing client conversions, system configurations, and enhancement initiatives. Key Responsibilities Lead and support client/book-of-business conversions and deconversions on/off the FIS AddVantage platform, including data mapping and reconciliation Analyze business requirements and translate them into AddVantage system configuration specifications, ensuring compliance with business rules Own the end-to-end change request lifecycle, including intake, impact assessment, and implementation tracking Required Qualifications 10-15 years of experience as a Business Analyst supporting FIS AddVantage or equivalent trust/wealth accounting platforms Proven experience in conversions/deconversions, configuration, enhancements, and change request management Strong functional knowledge of Wealth Management and Trust Management domains Experience writing Business Requirement Documents (BRDs), Functional Specification Documents (FSDs), and test cases Hands-on experience with SDLC methodologies (Agile/Scrum and/or Waterfall) Virtual Vocations Inc
- Overview A Wealth Management Business Analyst bridges business needs and technology solutions within private banking, asset management, and financial advisory domains. The role focuses on analyzing business processes, gathering requirements, and delivering solutions that...SuggestedWork at office3 days per week
$85k - $160k
Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice...SuggestedFull timeTemporary workPart time- ...curious about asset allocation, portfolio management, and investment strategies? We're... ...for our clients, but also to help drive business priorities and manage strategic initiatives... ...region and channel (in Private Bank and U.S. Wealth Management) to understand their...SuggestedWorldwide
$81.9k - $135.1k
...professional services firm with a separate business unit dedicated to the financial... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ...management industry. As a senior analyst, you’ll collaborate with experienced...SuggestedSummer holidayLocal areaFlexible hours- To support a growing insurance distribution strategy, the full-time Series 6 and 63 Licensed Wealth Consultant will establish strategic relationships, provide sales support, and train advisors on products and processes while working remotely. Key responsibilities Establish...SuggestedFull timeRemote work
$50 per hour
...Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional... ...right place to build a fulfilling career.The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning...Full timeWork at officeLocal area3 days per week$115k - $270k
YOUR IMPACTThe Practice Management Vice President will play a pivotal role in driving the growth... ...our advisor franchises across Private Wealth Management (PWM). By partnering directly... ...Wealth Advisors, Regional Heads, and business leadership, this individual will act as...Full timeTemporary workPart timePrivate practiceWork at office$90k - $125k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets...Full timeTemporary workPart time- ...high-impact opportunity to shape the people agenda and enable business success through innovative, data-driven, future-ready HR... ...Human Resources Business Advisor (HRBA) supporting Asset and Wealth Management (AWM), you are a leader and strategic partner, responsible for...Shift work
$61k - $119k
Job description Financial Advisor / Wealth Management Advisor Career Description: Northwestern Mutual, New York, NY We are seeking... ...a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and...Full timeWork at officeRelocationMonday to Friday- ...connect them with exceptional professionals for this role. About the work We're building a high-quality library of US securities- and wealth-compliance work products. You'll complete self-contained review and supervision exercises from mock files and produce the...Part time
- ...Business Development Officer Southern & Eastern USA – 14B+ AUM RIA Dynamic, fast growing 14B+ AUM Independent RIA is seeking a... ...operational, investment, financial planning, and relationship management support Opportunity to coach advisors, improve meeting execution...
- ...for institutional, private banking, and wealth management clients. Within Global Alternative... ...Private Credit Solutions Investments Analyst within GAIS at JPMorgan Chase & Co’s Asset... ...to millions of consumers, small businesses and many of the world’s most prominent...
- 202 7 Summer Internship - Global Wealth Management , Strategic Accounts Analyst, US PIMCO is a global leader in active fixed income. With our launch in 1... ...equivalent, at an accredited 4-year college or university Are business proficient in English See Yourself as a Strategic...Full timeWork experience placementInternshipSummer internshipWork at officeShift work
- ...the J.P. Morgan Private Bank manages global multi-asset portfolios... ...external collaborators (sell-side analysts, industry experts, third-... ...millions of consumers, small businesses and many of the world’s most... ...Veterans J.P. Morgan Asset & Wealth Management delivers industry-...Work experience placement
$43.26 per hour
...clients. 2027 Summer Internship - Global Wealth Management, Growth Markets, US Positions are... ...strong contribution to PIMCO’s overall business results. PIMCO GWM is responsible for business... ...as a Global Wealth Management Account Analyst if you: Show strong interest in the...Hourly payFull timeSummer workInternshipSummer internshipWork at officeWorldwideRelocation packageFlexible hoursShift work$75k - $125k
Asset & Wealth Management, Private Wealth Management, Product Marketing, Analyst - New York New York, NY, United States Job Description YOUR IMPACT As a Product Marketing... ...how we connect with clients and grow our business. You’ll own the development of multi-channel campaigns...Full timeTemporary workPart timeWork at office$170k - $300k
...0,000.00 - $300,000.00Category: Project and Program Management, Executive, WealthCompany: CitiThe Wealth Growth Program Manager is a strategic professional responsible... ...adapts them for application within own job and the business. Recognized subject matter expert within recruiting...Full time- ...investment professionals. Key Responsibilities Investment & Wealth Management Support Support senior advisors and investment... ...to progress toward becoming a successful career advisor. Business Growth & Advisor Development Build foundational skills in...Full timeLocal area
$175k - $250k
Neuberger Wealth Leadership Opportunity Neuberger Wealth is seeking a highly motivated... ...and effectiveness of the Neuberger Wealth business by evaluating current processes,... ...thinking, operational expertise, and change management capabilities. As a senior member of the...Local areaHome officeShift work- Senior Business Analyst - Wealth ManagementWork Location: New York, NY 10004 Duration: 12 months Face-to Face Interview needed Must Have SkillsWealth... ...in the market, Conduct technical and functional analysis, Manage and maintain documentation Coordinate and support user...
- # Senior Business AnalystCapitalizeNew York OfficeFull TimeSeptember 10, 2026Senior Business AnalystApply with AI Cover Letter##... ...Stanley, SoFi, TIAA, and many more. Our Advisor offering helps wealth management firms and advisors leverage that same technology, helping...Work at officeImmediate start3 days per week
$200k - $250k
...for driving change through insightful business analysis? Do you excel at evaluating... ...innovation? We’re looking for a Business Analyst within the Tax Managed Overlay Team, part of the Managed... ...processes including SMAs and/or Wealth Management systems demonstrated process...Full timeFlexible hours$110k - $120k
...Business Solutions Analyst, Portfolio Modeling Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically... ...firm that spans asset management, wealth management, and fintech, giving us...Local area- Business Analyst / Data AnalystSeeking a senior Business Analyst/Data Analyst to support the Wealth Management Monitoring team within Non-Financial Risk Technology. The role focuses on business analysis, data analysis, and project delivery for compliance and surveillance...
$82.8k - $124.2k
...investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic financial... ..., and other cross-functional stakeholders to translate business and operational requirements into effective solutions and...Full timeLocal areaWorldwide- ...(ICS), a 150+ employee government contractor specializing in Management Consulting, Information Technology, and Professional Services... ...serving as a liaison for internal and external offices.Managing business relationships with other program offices, divisions, and stakeholders...Temporary workFor contractorsWork at officeNight shift
$34.32k - $90k
...POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...on all policies, procedures and new platforms Business Development Support: • Assisting the FA/PWA/team in organizing...Full timeTemporary workWork experience placementLocal area- Business Analyst - Registrations ConsultantLocation: 3 days in NY Hybrid Locals Contact: 6 month Our client, a leading Management & Strategy Consulting firm, is seeking a Consultant with strong Project Management (PM) and Business Analysis (BA) experience to support change...Local area
- ...decision-making. Our veteran team of data management, governance, and monetization... ...skilled teams focused on generating real business value. Using our proprietary Accelerate... ...As a Senior Consultant / Business Analyst , you'll join a tight-knit, high-expertise...Full timeRemote workNight shift
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