Private Wealth Business Analyst (Finance)

Location: New York, NY, United States; full-time onsite role

Salary: $90,000–$120,000 per year, plus discretionary bonus and eligible benefits.

Company

hirify.global Wealth operates in wealth management and provides private wealth client service and advisory platforms.

What you will do

• Own and enhance the Private Wealth client service journey across transactions, trading, maintenance, inquiries, self-service, and client onboarding.
• Create and maintain journey maps, process flows, standard operating procedures, playbooks, and training materials.
• Identify friction points and implement improvements that reduce handoffs, processing times, and error rates.
• Analyze the operating model, roles, and responsibilities, then recommend changes that improve efficiency and client outcomes.
• Establish and track service-level agreements and key performance indicators.
• Lead technology enablement through requirements creation, user testing, release coordination, adoption tracking, data governance, documentation simplification, and technology-debt prioritization.

Requirements

• Bachelor’s degree in business administration, finance, operations management, engineering, or a related field.
• 5+ years of experience in wealth management or private banking; client service, product ownership, or business analysis experience is beneficial.
• Strong knowledge of process mapping, workflow analysis, operational efficiency tools, automation technologies, and digital transformation.
• Experience with change management principles and techniques.
• Ability to work independently, manage multiple projects, influence senior stakeholders, and build relationships across a complex organization.
• Must be authorized to work in the United States without current or future sponsorship.

Culture & Benefits

• Strategic, analytical, detail-oriented environment focused on complex problem-solving and client outcomes.
• Paid time off and medical, dental, and vision insurance.
• Retirement and life insurance benefits for eligible employees.
• Discretionary bonus eligibility and a comprehensive benefits package.