This Senior Technology Business Analyst will focus on a key growth initiative enhancing our Individual Investor (II)Advisory Services The primary focus will be the development of a modern, scalable platform that streamlinesadvice delivery, improves user experience, and elevatesadvisoryservices.This strategic effort isfoundational for advancing advice offerings, as well as supporting new partnership opportunities.

We expect you to be agile / to lead / tothink outside the box In return,we’llgive you challenging work that has animpact / opportunitiesto learn and grow / and a collaborative culture that encourages every member of our team to bring their point of view to the table—becausethat’show we help our clients succeedYou will help define business requirements, buildapplicationand process specifications, drive data mapping and business rules specifications, and ensure that workis in alignmentwith the overarching business and technical strategies.

Are you a dedicated professional who is accountable for your own work? Are you able to tackle problems independently under general guidance? If so, we encourage you to apply!

Responsibilities

• You articulate business needs and translate them intotechnologysolutions
• Help define andbreakdownbusiness needs for new and/or enhanced services, processes, or features for a digital product team
• Working closely with product owners and other stakeholders to ensure that all business requirements are understood, documented, and met
• Applies a lean-agile mind-set to work and supports organizational agility
• Works with other digital business analysts to ensure new or updated featuresare in alignmentwith digital domain standards and best practices
• May support functional testing and other support tasks (e.g.content authoring, data configuration) as necessary

Qualifications
Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience
• Hands onexperience working with relational databases, writing SQL queries, and performing data analysis
• Youidentifysystem/process/data impacts (upstream and downstream) and proposeappropriate alternativesor remediation options, highlighting trade-offs when necessary
• You actively seek feedback and guidance to improve analytical and technical skills
• Demonstrates strong logic and reasoning capabilities
• Can explain basic technical concepts to a non-technical audience

Preferred:

• Prior experience in the Financial Services and Asset Management industries, specifically with investment product data pipelines and business rules, is preferred, but notrequired.
• Demonstrated experience integrating third-party software solutions, strong knowledge of API implementation, and the capability to oversee field-level data mapping and translation processes.