Demo

Financial Services Business Solutions Lead

Financial Services
Hamilton, NJ Full Time
POSTED ON 4/12/2025
AVAILABLE BEFORE 5/10/2025

About the Role

In this exciting opportunity, you will have the chance to leverage your expertise in data analysis, project management, and business partnership to drive business growth and improvement in our Wealth Management division. As a Business Analyst / Project Manager, you will be responsible for leading and supporting a strategic Client Reporting initiative, working closely with business stakeholders to understand their needs and develop effective solutions.

Key Responsibilities:

  1. Analyze complex data to inform business decisions and drive strategic initiatives.
  2. Develop and implement data-driven solutions to improve business processes and outcomes.
  3. Collaborate with cross-functional teams to ensure seamless execution and delivery of projects.
  4. Provide expert guidance and support to business stakeholders on data-related matters.
  5. Identify and mitigate risks, ensuring the success of projects and initiatives.

Requirements:

  • 7 years of experience in hybrid BA/PM roles, ideally in Wealth Management or Financial Services.
  • Proven track record of delivering successful projects and driving business growth.
  • Advanced analytical and problem-solving skills, with ability to interpret complex data.
  • Excellent communication and interpersonal skills, with ability to build strong relationships with stakeholders.
  • Strong organizational and time management skills, with ability to prioritize tasks and meet deadlines.

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