13 days old

Business Analyst

Minneapolis, MN 55402
  • Job Code

This role will support the Wealth Management business by working directly with the Business Architect of Advisory Platforms.

This role will be responsible for working with cross functional teams and business stake holders to define and document business requirements

for all advisor applications inclusing WM CRM (SFDC).

In addition, the role will be responsible for documenting current and to be business processes and understand data and technologies needed to

support the to be processes. The ability to partner with multiple parties such as our Line of business experts, our internal IT development and

support groups, and our third party solution provider is critical to the success of this role.

This role requires strong formal senior business analysis, interpersonal, relationship building and leadership skills.

The role will manage end to end an intake of requests that flow into the advisor platform pipeline. The candidate will

be front ending the initial triage with various stakeholders to elicit high level requirement, manage and report on the intake pipeline.

As indicated above, this role will involve deep analysis and coordination across various stakeholders to move the requests from inception to completion.

1. Deep Analysis skills and ability to convert analysis to deliverables (process flows, data flows, user stories)

2. Ability to do data analysis (using reports) & ability to draw biz process flows.

3. Financial services/ Wealth management domain experience

Superior interpersonal relationship building, verbal and written communication skills

Bachelor's degree or equivalent work experience

10+ years of increasing responsibility as a Business Analyst or related experience with particular focus on Wealth Management functions.

Preferred Skills/Experience:

- Education: Masters Degree in business or related information technology competency (preferred).

- Proficient computer skills, especially Microsoft Office applications

The team will also provide knowledge sharing sessions to help again to ramp up the candidate on the domain side if needed.


  • Information Technology

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Business Analyst

Randstad Technologies
Minneapolis, MN 55402

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Randstad Technologies
Minneapolis, MN

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