Business Analyst (Wealth Management)

Job title: Business Analyst (Wealth Management) Job location: Weehawken, NJ (HYBRID Should be willing to be in office 2-3 days a week ) Job type: Contract Description: We are seeking a seasoned Business Analyst with deep Wealth Management domain expertise to drive strategic initiatives and project outcomes for our clients. This is a senior, client-facing role requiring someone who can operate independently, navigate ambiguity, and build credibility with senior business stakeholders. Job Responsibilities: • Partner with senior business stakeholders (VP/SVP/C-suite level) to elicit, define, and prioritize business requirements across Wealth Management platforms and processes • Translate complex business needs into clear functional and non-functional requirements, user stories, and process flows • Drive end-to-end project outcomes — from discovery and requirements gathering through UAT and go-live — often with minimal oversight • Act as the primary liaison between business, technology, and operations teams to ensure alignment on scope, priorities, and timelines • Analyze current-state workflows and recommend future-state improvements across advisory, brokerage, and/or mutual fund servicing operations • Support product/platform initiatives related to account opening, portfolio management, trading, custody, reporting, and client servicing within Wealth Management • Lead workshops, requirement walkthroughs, and stakeholder reviews; manage conflicting priorities across multiple stakeholder groups • Prepare and present business cases, gap analyses, and impact assessments to senior leadership • Identify risks, dependencies, and issues proactively, and drive resolution through to closure • Contribute to process reengineering and operational efficiency initiatives within Wealth Management operations MUST HAVE SKILLS: • 15+ years of overall Business Analysis experience, with a significant portion in Wealth Management • Strong working knowledge of wealth management products and processes (advisory/brokerage accounts, portfolio management, trading, custody, client onboarding) • Proven ability to work as a self-starter — comfortable taking ownership of ambiguous problems and driving them to resolution without heavy direction • Demonstrated experience interacting with and influencing senior business stakeholders to drive project decisions and outcomes • Strong facilitation skills — able to run requirement sessions, workshops, and executive presentations confidently • Excellent written and verbal communication skills, with the ability to distill complex topics for both technical and non-technical audiences • Experience working across the full project lifecycle (requirements, design review, testing support, implementation, post-go-live support) • Strong analytical and problem-solving skills with keen attention to detail Preferred Qualifications • Hands-on experience with Mutual Funds — fund servicing, NAV processing, transfer agency, or fund accounting workflows • Familiarity with industry platforms used in wealth/asset management (e.g., portfolio management systems, custodial platforms, or fund administration tools) • Prior experience in a consulting, managed services, or client-facing delivery environment • Exposure to Agile/Scrum delivery models in addition to traditional Waterfall Years of Experience: 15 Years of Experience