Wealth Management Business Analyst
Location: Philadelphia, PA
Job Type: Contract
Company: IDR
Category: All Other
Job Description Apply Now
The Wealth Management Business Analyst plays a pivotal role in driving process improvements, requirements documentation, and operational enhancements within the wealth management sector. As a critical member of a high-performing team, this role is responsible for collaborating closely with stakeholders and cross-functional teams to ensure business objectives are met through precise analysis and effective implementation of business solutions. This position is designed for experienced business analysts with a strong background in wealth management, investment management, private banking, or financial services, offering the opportunity to support transformative projects that impact business performance and client satisfaction.
In this full-time Wealth Management Business Analyst position, you will engage with key business partners to elicit, document, and validate functional and business requirements. Your expertise in process analysis and performance reporting will be central to enhancing operational workflows and driving project success. You will also play a key role in developing use cases, user stories, process flows, and acceptance criteria that ensure business needs are clearly articulated and met. The Wealth Management Business Analyst is instrumental in bridging the gap between business objectives and technology solutions, partnering with technical teams to ensure requirements are implemented correctly and efficiently. Additionally, you will support comprehensive testing efforts, from creating and executing test plans to validating data and verifying reporting accuracy.
This position is ideal for professionals with a minimum of five years of business analysis or quality assurance experience in wealth management or related financial sectors. A deep understanding of wealth management performance reporting, attribution, and performance calculations is essential. The successful candidate will possess strong analytical, communication, and stakeholder management skills, with the ability to translate complex business requirements into actionable deliverables. Familiarity with creating business requirements documentation, use cases, user stories, and test plans is required.
The Wealth Management Business Analyst position offers a competitive compensation package, comprehensive benefits including medical, vision, and dental coverage, and the chance to work with a leading organization in the industry. You will benefit from a supportive work environment, access to professional development opportunities, and a dedicated engagement manager committed to your success. The company has a longstanding reputation for excellence and has received industry recognition for its commitment to both clients and talent.
Wealth Management Business Analyst - Summary- Serve as a strategic partner to business stakeholders, driving process improvements and requirements analysis within wealth management operations.
- Act as a liaison between business and technology teams to ensure alignment and successful implementation of business solutions.
- Support major projects aimed at enhancing reporting capabilities and operational efficiencies.
- Offer expertise in performance reporting, data validation, and business process documentation.
- Collaborate with stakeholders to gather, analyze, and document business and functional requirements.
- Develop detailed use cases, user stories, process flows, and acceptance criteria to capture business needs.
- Partner with cross-functional teams to ensure requirements are fully understood, communicated, and implemented correctly.
- Create, execute, and manage test plans, test cases, and testing scenarios to validate solutions.
- Support data validation, reconciliation, and reporting verification activities throughout the project lifecycle.
- Contribute to process analysis and performance improvement initiatives within the wealth management environment.
- Facilitate stakeholder meetings, documentation reviews, and sign-off processes.
- Ensure compliance with industry standards and internal policies.
- Competitive compensation package, commensurate with experience and qualifications.
- Comprehensive benefits including medical, dental, vision, and life insurance.
- Employee stock ownership program providing long-term incentives.
- Professional development and career advancement opportunities.
- Recognition as a Best of Staffing® Client and Talent Award winner.
- At least 5 years of experience as a business analyst or in quality assurance within wealth management, investment management, private banking, or financial services.
- Proven experience documenting business requirements, use cases, user stories, and acceptance criteria.
- In-depth knowledge of wealth management performance reporting, attribution, and performance calculations.
- Hands-on experience with test plan and test case creation and execution.
- Strong analytical and problem-solving skills with high attention to detail.
- Excellent communication and stakeholder management abilities.
- Demonstrates a collaborative mindset and excels at building relationships across business and technology teams.
- Detail-oriented with a passion for process improvement and operational excellence.
- Proactive, self-motivated, and able to manage multiple priorities in a fast-paced environment.
- Brings expertise in wealth management or financial services with a focus on performance reporting and business analysis.
- The Wealth Management Business Analyst role is part of a dynamic team within an award-winning organization recognized for its commitment to employee success and client satisfaction.
- Applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
- The company supports voluntary self-identification of demographic information, ensuring confidentiality in accordance with applicable laws and regulations.
- Ready to advance your career in wealth management business analysis? Click the job application button to apply and take the next step in your professional journey.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. IDR is subject to certain governmental recordkeeping and reporting requirements for the administration of civil rights laws and regulations. In order to comply with these laws, we invite employees to voluntarily self-identify their race or ethnicity, gender, and veteran status (if applicable). Submission of this information is voluntary and refusal to provide it will not subject you to any adverse treatment. The information obtained will be kept confidential and may only be used in accordance with the provisions of applicable laws, executive orders, and regulations, including those that require the information to be summarized and reported to the federal government for civil rights enforcement. You may access this form here.