What are the responsibilities and job description for the Business Analyst - Wealth Management position at Newbold Advisors?
No Sponsorship Offered - No C2C please
Long term - 2 year contract duration
We are seeking experienced Business Analysts for the implementation of a new Wealth Management platform for our Banking client. This integration will streamline client experience, consolidate operations, and enable better reporting and processing for our client.
This role requires a deep understanding of the Wealth Management domain.
Job Requirements:
- Business Analyst with software implementation experience ideally within wealth management space.
- Experience with Requirements gathering and working with both the technical team and the LOB on Implementation
- Will take an active role in defining what needs to be tested, focusing on comprehensive coverage within the wealth space. While Business Analysts (BAs) won’t be responsible for writing test scripts, the candidate will collaborate with the QA team to identify and close any gaps. Quality Assurance (QA) oversight will ensure thorough validation throughout the process.
- Proven proficiency in migration of Data for new Software implementations
- Collaborate closely with technical teams, Program Managers, and other stakeholders to ensure smooth project execution
- Use Jira, or Confluence to track project progress, risks, and deliverables
Desired:
- Experience with one of the following Envestnet, Pershing, or FIS Global Plus is a huge plus to have. Client is migrating to the Envestnet platform and will also be integrated with Pershing/FIS Global Plus
If you're passionate about improving the wealth management experience and have the technical and business acumen to drive this integration forward, we encourage you to apply.
Newbold Advisors, LLC is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Job Type: Full-time
Pay: $60.00 - $65.00 per hour
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Albany, NY 12207
Salary : $60 - $65
