Lead Business Analyst

Job Description

Job Description

Summary :

We are seeking an experienced and strategic Lead Business Analyst to lead the business analysis framework within the Project Management Office. This role is essential in delivering impactful process improvements and strategic initiatives that enhance the advisor and client experience. The Lead Business Analyst will be responsible for defining business requirements, leading cross-functional collaboration, and ensuring alignment with technical and regulatory standards. Additionally, this individual will guide, teach, and develop Business Analysts, fostering a high-performing team.

The ideal candidate is an analytical thinker and skilled problem solver with a passion for customer-focused decision-making. This role requires strong leadership capabilities, the ability to manage complexity, and expertise in building business cases, defining requirements, and driving continuous improvement.

Essential Duties & Responsibilities :

Leadership, Mentorship & Team Development :

• Provide guidance, coaching, and mentorship to Business Analysts, ensuring consistency in best practices, methodologies, and tools.
• Serve as a subject matter expert in business analysis, advising on complex projects and facilitating professional growth within the team.
• Promote a collaborative team culture, fostering knowledge sharing and skill development across the department.

Requirements Gathering & Process Improvement :

Data Analysis & Decision Support :

Stakeholder Communication & Cross-Functional Leadership :

Testing & Quality Assurance :

Training, Documentation & Knowledge Management :

Qualifications :

Education and / or Work Experience :

Minimum Education Required : A bachelor’s degree in business, finance, information technology, or a related field is preferred.

Minimum Experience Required : 5 years of experience as a Business Analyst, with at least 2 years in a senior or leadership capacity. Financial services industry experience is highly preferred.

Licenses / Registration :

Work Environment :

This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.

About Benjamin F. Edwards

If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $45 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.

We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.

Benjamin F. Edwards is an Equal Opportunity Employer.

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