Wealth Mgmt BA JD
Key Responsibilities
Gather, analyze, and document business and functional requirements.
Collaborate with wealth advisors, portfolio managers, operations, compliance, and technology teams.
Translate business requirements into functional specifications and user stories.
Conduct gap analysis, impact analysis, and process mapping (As-Is/To-Be).
Support implementation of Wealth Management platforms and digital initiatives.
Facilitate workshops, stakeholder meetings, and requirement validation sessions.
Create BRDs, FRDs, process flows, use cases, and acceptance criteria.
Support UAT planning, execution, defect management, and production rollout.
Ensure compliance with regulatory and business requirements.
Coordinate with development and QA teams throughout the SDLC/Agile lifecycle.
Virtusa is a global product and platform engineering services company that makes experiences better with technology. We help organizations grow faster, more profitably, and more sustainably by reimagining enterprises through domain-driven solutions. We combine strategy, design, and engineering, backed by unmatched expertise at the intersection of industry, business, and technology to generate real-world business impact for clients.
Headquartered in Massachusetts with global delivery centers, Virtusa provides a broad range of services, solutions, and assets, including strategy and design, AI advisory and services, digital engineering, data and analytics, digital assurance, cloud and security, cx transformation and managed services across industries such as financial services, healthcare, communications, media, entertainment, travel, manufacturing, and technology.
