Project Description

At Client, the Wealth Management Planning and Discovery development team is responsible for integrating with and extending a vendor-based financial planning tool. The system will be used by 19,000+ Financial Advisors to help clients in their financial planning needs. The system will also be integrated with various cloud and in-house applications to achieve the best users experience for the end users.

Responsibilities

• Liaison between IS and other divisional stakeholders to maintain, enhance or integrate firm systems and data by proactively identifying enterprise technology opportunities or serving on a formal project team in support of new systems and data.
• Supports multiple highly complex business processes and serves as a functional leader.
• Create, maintain and review business process models, data flows, prototypes, business requirements, use cases and test cases.
• Create and execute multiple project plans at the same time of high complexity.
• Execute and present written and verbal business systems impact analysis resulting in identification of systematic solution with high impact.
• Generate communication, process and educational plans to mitigate the disruption of change.
• Understanding of enterprise systems and impacts of change.
• Responsible for business systems case development and presentation for new systems and data.
• Assist in enforcement of Business Systems Analyst principles and practices within the team.
• Mentors less experienced members of the team

Skills

Must have

• Bachelor's degree is required with emphasis in Computer Science or MIS strongly preferred (or relevant work experience).
• Advanced knowledge of standard Business System Analyst principles and practices.
• 5+ years of experience designing and implementing functional systems and data in a structured process.
• 1+ years of experience with creating Chatbot platforms.
• Deep understanding of Salesforce development.
• System integration experience.
• Ability to research data definition, usage and flow to gain expertise in existing systems.
• Ability to create new business processes and data usage to promote efficiency.
• The ability to multi-task and prioritize assigned tasks / projects with minimal assistance.
• Expert relationship management, interpersonal and negotiation skills.
• Expert troubleshooting skills to investigate resolve and escalate problems. Identifies need for technical assistance to help in problem resolution.
• Associate must have the ability to work independently and in a team environment.
• Lead other associates or project entities without authority.
• Ability to effectively communicate with enterprise leaders using verbal, written and presentations skills.
• Ability to summarize highly complex business cases, system information and concepts and clearly communicate to firm leadership.
• Expert knowledge of Microsoft Office tools to provide working system prototypes and scenario modeling.
• Proficient understanding of data warehouse concepts.
• Ability to create project plans or execute pre-existing plans.

Nice to have

• Good understanding of Agile framework (SCRUM)
• Expert to learn evolving firm reporting technology platforms (Tableau, BI tools).

Languages

English: C2 Proficient

Seniority

Senior

Relocation package

If needed, we can help you with relocation process.

Vacancy Specialization

Business Analysis

Ref Number

VR-97132