обновлено 1 день назад
Business Analyst - Product & Project Support (Wealth Management)
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Analyst - Product & Project Support (Wealth Management) (Financial Planning Platform): Supporting the financial planning platform roadmap, advisor and client experiences, vendor partnerships, and business-to-technology delivery with an accent on platform ownership, workflow improvement, and stakeholder coordination. Focus on prioritizing concurrent initiatives, analyzing data for performance insights, automating planning processes with artificial intelligence, and driving adoption of new platform capabilities.
Location: Pittsburgh, Pennsylvania, United States; in-office role
Company
is a financial services company providing wealth management and financial planning solutions.
What you will do
- Support the Financial Planning platform roadmap across advisor-facing and direct-to-client experiences.
- Manage concurrent initiatives through governance, risk, compliance, and approval processes.
- Own financial planning technology platforms, tools, workflows, and incoming business requests.
- Partner with software vendors to evaluate releases, prioritize enhancements, and represent advisor and planner needs.
- Translate business requirements into platform capabilities and oversee technology delivery through implementation.
- Identify opportunities to streamline and automate planning workflows using digital tools and artificial intelligence.
Requirements
- Bachelor’s degree or a comparable combination of education, certification, and experience.
- 2+ years of experience in business analysis, product management, project management, consulting, business operations, or program coordination.
- Strong analytical thinking, business acumen, communication, consulting, decision-making, and stakeholder management skills.
- Experience with business intelligence, data analysis, performance metrics, data integration, models, reports, and predictive analytics.
- Experience in wealth management, financial services, brokerage, banking, investment advisory, software platforms, digital products, technology roadmaps, or vendor-managed solutions is relevant.
- Employment visa sponsorship and STEM OPT participation are not available.
Nice to have
- Experience applying artificial intelligence to improve advisor productivity, automate workflows, or enhance client experiences.
- Experience with financial planning software platforms and vendor-managed solutions.
Culture & Benefits
- In-office workplace with an inclusive and supportive culture.
- Medical, prescription, dental, vision, life, and disability coverage options.
- 401(k) match, pension, stock purchase plans, and dependent care support.
- Educational assistance, wellness programs, and financial incentives.
- Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level.
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