Business Analyst- Wealth Management

Description

RESPONSIBILITIESSupport the Sales team with deep product, integration and workflow customization domain knowledge, including presenting directly to potential customers and participating in and driving the overall business elaboration workshops.Lead effort to develop and document business requirements (includes wireframes and workflows), supplement specification, resolve requirement issues, and develop test plans/scripts (scenarios).Work closely with development team to understand technical limitations and to formulate comparable solutions required for clients. This includes translating business requirements into technical specifications.Gain and apply knowledge of all wealth management offerings to ensure complete offering understanding is represented to the client.Deliver business consultancy to our customers during post sales, recommending best industry practices and in adapting the iWealth offering to meet their audience needs. This can include leading sessions with client sponsors to identify and document business requirements for largescale integration projects.Perform ongoing competitive analysis of internal and thirdparty provider to remain best in breed.Manage defect lifecycle, which includes validation, requirements clarification, remediation, and closure.Active participate in Change Management lifecycle (estimates, requirements gathering, documentation, and updates).Support product functional enhancements through requirements gathering, writing of business/functional specifications, and process/enduser validation.Partnership with Marketing/Training to develop and implement client materials.Manage the issue support process including tracking/resolving issues, supporting and training the customer service group and sales.Facilitate and conduct user acceptance testing and production implementation activities in conjunction with the business users, applications team, IT and vendors.