Private Wealth Senior Business Analyst

Location: New York, NY, United States

Salary: $175,000–$250,000 per year, plus discretionary bonus and comprehensive benefits.

Company

hirify.global is a financial services firm focused on private wealth management and wealth platform transformation.

What you will do

• Own and enhance end-to-end Client and Advisor journeys across account opening, onboarding, maintenance, reporting, and servicing.
• Create journey maps, process flows, standard operating procedures, playbooks, and training materials.
• Define the future-state operating model and implement best-in-class processes that improve efficiency, scalability, and risk reduction.
• Digitize the client account opening and onboarding experience while reducing handoffs, processing times, and error rates.
• Drive technology enablement across digital client experiences, including mobile applications, web portals, account opening, and reporting.
• Lead business requirements, user test scripting, release coordination, stakeholder engagement, and post-launch adoption and performance tracking.

Requirements

• 12+ years of direct experience in Wealth Management or Private Banking, preferably in operations, business architecture, client service, product ownership, or business analysis.
• Bachelor’s degree in Business Administration, Finance, Operations Management, Engineering, or a related field.
• Deep understanding of private wealth business models, digital client engagement, and advisor workflows.
• Strong knowledge of process mapping, workflow analysis, operational efficiency, automation, and digital transformation.
• Expertise in change management, analytical problem-solving, stakeholder influence, and project delivery.
• Must be authorized to work in the United States without current or future sponsorship.

Nice to have

• Advanced degree or certifications such as Lean Six Sigma or PMP.
• Experience managing and mentoring junior associates.

Culture & Benefits

• Opportunity to contribute to an ongoing Private Wealth transformation and next-generation wealth platform.
• Paid time off and medical, dental, and vision insurance.
• Retirement and life insurance benefits for eligible employees.
• Discretionary bonus eligibility and a comprehensive total compensation package.