Lead Business Analyst (Wealth Management)

Role: Lead Business Analyst

Location: St. Pete, FL (Hybrid)

Duration: Long term contract (to hire)

Duties:

Job Summary:

This Lead Business Analyst, Technology will partner closely with the Wealth Management & Asset Management Technology Business Unit, Product Management Team, Technology Teams etc. on solutions from inception through ongoing maintenance. Solutions range from but are not limited to topics such as Reporting, Investment Research, Portfolio Management (including Unified Managed Account), Tax Optimization, Discretionary & Non-Discretionary Trading, Wealth Solutions as well as integration with various other systems. This position will play a pivotal role in providing analysis, including data analysis, support from ideation to implementation of new technology solutions and processes, enhancement of existing technology solutions and processes, including workflow and data flow design. This position will lead business and functional requirements gathering, analysis and documentation, including workflows, wireframes, user stories, acceptance criteria, data mapping, data flows, assistance with user testing and where applicable, processes and procedures documentation. This hybrid position will be based out of our corporate headquarters in Saint Petersburg, FL.

Essential Duties and Responsibilities:

• Wealth Management Domain Knowledge: Knowledge of the Financial Services industry is must and Wealth Management domain is preferred.
• Experience with Agile methodology, SQL, JSON and other high level tech knowledge is must.
• Gather Requirements: Participate in cross functional work to solicit requirements towards the product definition and detailed analysis. Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities.
• Engage Stakeholders: Ability to collaborate across various stakeholders from an assimilation, articulation and information seeking and sharing standpoint across the organization.
• Collaborate seamlessly with cross-functional partners—Developers, QA, UI/UX, Product team and business stakeholders etc.—to drive successful and timely delivery of technology solutions.
• Build User Stories: Translate requirements into detailed user stories and communicate them effectively to Development and SQM teams to ensure an in-line solution development.
• Feature Prioritization: Develop and maintain multiple prioritized application backlog of user stories for Sprint Planning and Implementation and per business prioritization or value-add to end users.
• Data-Driven Decision Making: Ability to analyze data from analysis and testing standpoint in order to make informed decisions.
• Facilitate ceremonies: Facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives.
• Leads a team-wide effort to organize, streamline and enhance client experience that emphasizes value, service and attention to detail as well as develop, implement and communicate new procedures, products, and portfolio enhancements.
• Perform gap analyses, feasibility assessments, and impact evaluations to shape intelligent, scalable solution designs and guide strategic decision-making.
• Facilitate user acceptance testing (UAT), validate test scenarios, and confirm that delivered solutions meet or exceed business expectations.
• Develop and maintain high-quality process flows, wireframes, prototypes, and technical/user documentation to support clarity and adoption.
• Serve as a trusted subject matter expert (SME) for assigned systems and business domains, becoming a go-to leader for insight and guidance.
• Support production issue investigation and resolution with urgency and ownership, including participating in after-hours support on a rotational schedule.
• Champion risk management, change control, and issue tracking best practices throughout the project lifecycle to ensure transparency and consistent execution.
• Lead and influence cross-functional teams: Identifies and implements wealth management opportunities by interfacing with various departments across the firm.

Skills:

Knowledge, Skills, and Abilities:

Knowledge of:

• General knowledge of SDLC, Project Lifecycle, IT methodologies, and IT Procedures.
• Issue Tracking, Change Management, Requirements gathering.
• Agile processes.

Skill in:

• 10+ years of business analysis experience within financial services, Wealth Management, Trading Systems, or enterprise technology environments—demonstrating depth, versatility, and domain expertise is preferred.
• Experience with Equities, Fixed Income, Mutual Fund, SMA, UMA etc. products and familiarity with trading workflows or platforms is a strong plus and will greatly accelerate success in this role.
• Strong command of SDLC, Agile, Waterfall, and hybrid delivery methodologies, with the ability to adapt and lead across diverse project frameworks.
• Proficiency in SQL and data analysis, with hands-on experience in tools such as TFS, Azure DevOps, ServiceNow, Splunk, Dynatrace and Postman.
• Experience using wireframing and prototyping tools (e.g., Visio, Marvel) to visualize ideas and accelerate solution design.
• Proven ability to manage competing priorities and fluid project demands while maintaining focus, momentum, and quality.
• Exceptional communication skills, with the ability to bridge the gap between technical teams and business stakeholders with clarity and influence.
• Demonstrated success in driving alignment, influencing decisions, and building consensus across diverse teams and functions.
• Experience supporting vendor-based software implementations and enterprise-scale applications is highly valued.
• Familiarity with AI-powered tools (e.g., Copilot, ChatGPT, Claude) to enhance documentation, productivity, and innovation.
• Gathering and interpreting information from multiple sources (including databases, interviews, etc.).
• Writing Business Requirements Document (BRD) and Functional Requirements Document (FRD).
• Writing intermediate to advanced SQL queries is a plus.
• TFS experience is a plus.
• Postman is a plus.
• Fluent in Microsoft Office Suite – Access, Excel, PowerPoint, Visio, Word etc.

Ability to:

• Adaptable and capable of working in fast-paced environment.
• Ability to run SQL queries in Oracle databases and other DBs when needed to research / troubleshoot issue.
• Ability to translate technical concepts to business audience and business information to a technical audience.
• Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.
• Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
• Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints and probable consequences.
• Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise.
• Develop and use collaborative relationships to facilitate the accomplishment of work goals.
• Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships.
• Occasionally work a non-standard shift including nights and/or weekends and/or have on-call responsibilities.
• Work in a team environment, ZOOM or project room to facilitate collaboration.

Education:

Previous Experience/Education:

• Minimum of a Bachelor’s degree in Computer Science, MIS or related degree and five (5) years of relevant experience or combination of education, training and experience.
• Financial Services experience is required.
• Wealth Management knowledge is strongly preferred.

Licenses/Certifications:

• None required.