What are the responsibilities and job description for the Lead Business Analyst position at Benjamin F. Edwards?
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:
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
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.
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.
- Identify and champion process improvements that streamline operations and enhance the advisor and client experience.
- Lead stakeholder engagement to gather, define, and prioritize business requirements, ensuring alignment with strategic objectives.
- Develop frameworks and methodologies for gathering and documenting requirements, ensuring a structured and effective approach.
- Conduct in-depth data analysis to uncover insights that drive business decisions and improve service delivery.
- Present findings to senior stakeholders, translating complex data into actionable insights that influence customer-focused strategies.
- Utilize business intelligence tools to track performance metrics and ensure continuous improvement.
- Act as a key liaison between business and technical teams, ensuring requirements are clearly defined and understood.
- Influence decision-making by articulating business needs, challenges, and opportunities to stakeholders at all levels.
- Drive alignment between business objectives, regulatory requirements, and technical solutions.
- Oversee the development and execution of test cases and scripts, ensuring successful user acceptance testing (UAT).
- Guide the resolution of defects and gaps in requirements, ensuring deliverables meet quality and regulatory standards.
- Champion a quality-first mindset by ensuring robust testing processes are in place and continuously improved.
- Develop and deliver training materials to enhance end-user adoption and maximize the impact of business process changes.
- Maintain and oversee documentation, including business process workflows, requirement specifications, and user guides.
- Establish best practices for documentation to ensure consistency and usability across the organization.
- Leadership & Mentorship: Demonstrated experience guiding and developing Business Analysts or cross-functional teams.
- Analytical Thinking: Strong problem-solving skills with the ability to translate business challenges into data-driven insights.
- Customer Focus: Passion for improving the advisor and client experience through process enhancements and technology solutions.
- Communication & Influence: Excellent ability to engage with stakeholders at all levels and articulate complex concepts in a clear, actionable manner.
- Project Execution: Strong experience in managing multiple priorities, delivering on deadlines, and ensuring project success.
- Collaboration & Relationship Building: Adept at fostering strong partnerships across business and technology teams.
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
- Willingness to acquire FINRA representative-level exams, as required.
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.
