Business Analyst – Wealth Management at Diverse Systems Group LLC

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Jan, 26

Salary

0.0

Posted On

31 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Analysis, Wealth Management, Investment Portfolios, Estate Planning, Tax Optimization, Trust Services, Insurance Advisory, Retirement Planning, Client Platforms, CRM Systems, Stakeholder Engagement, Financial Analysis, Risk Assessment, Scenario Modeling, Communication, Technical Acumen

Industry

Information Technology & Services

Description

Description Work Location: New York, NY or Hamilton Township, NJ Job Description: 7+ years of experience in Business Analysis. Key Responsibilities: Product Expertise Deep understanding of wealth management products such as investment portfolios, estate planning, tax optimization, trust Services, insurance advisory, and retirement planning, Alternate Investment Client Platforms Experience with Client Online, Advisor Desktop, and Client Associate Servicing Portal platforms, including workflow and operations support. Program Leadership Proven track record of working on complex programs involving CRM systems, account onboarding, e-delivery consent, and regulatory compliance. Stakeholder Engagement Collaborate with advisors, operations, and compliance teams to ensure seamless integration of business rules and client servicing enhancements. Skills Qualifications Technical Acumen Familiarity with platforms like D365, Salesforce, Portfolio Analytics, and data modeling tools. Ability to translate business needs into functional specifications. Analytical Thinking Strong capability in financial analysis, risk assessment, and scenario modeling for high-net-worth clients. Communication Excellent verbal and written communication skills to engage with cross-functional teams and senior stakeholders. Certifications Preferred certifications include CFA, CFP, FRM, or other financial industry credentials that validate domain expertise. Requirements MUST HAVE: 7+ years of experience in Business Analysis. Client Platforms Experience with Client Online, Advisor Desktop, and Client Associate Servicing Portal platforms, including workflow and operations support. Familiarity with platforms like D365, Salesforce, Portfolio Analytics, and data modeling tools. Ability to translate business needs into functional specifications.

Responsibilities

The Business Analyst will be responsible for providing product expertise in wealth management and ensuring seamless integration of business rules and client servicing enhancements. This role involves collaborating with advisors, operations, and compliance teams on complex programs.