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Wealth Management Business Analyst

Genesis10
life insurance, 401(k)
United States, Ohio, Brooklyn
Mar 07, 2025
Genesis10 is seeking a Wealth Management Business Analyst for a 6-month hybrid contract position with a leading client in Brooklyn, OH. This position must be in a 35-mile radius of either of these locations Cleveland, OH, Albany NY or Buffalo, NY.

Compensation: $65-70 per hour W2.

Job Description:

As a member of the Digital Banking team working to better integrate wealth platforms, the IT Business Analyst will play a critical role in supporting the alignment, integration, and governance of PLC/SDLC and work closely with Consumer Digital Stakeholders and Delivery Team. Supports the Wealth Strategic efforts by helping drive business and technical requirements from business and technology partners. These will be pass along to development teams for prioritization and delivery. Supports Digital by managing Jira Stories, priorities and backlogs as well as maintaining documentation on Confluence. Provide business analysis and reporting in support of Online Banking Web and Mobile.

Job Duties:

  • Quickly establish relationships with business and technical partners to learn the online banking application, wealth teams/operations and new product offerings to help drive business and technical requirements according to client specs.
  • Manage the Jira Project Board and respond in a timely manner
  • Create, manage, and support administrative functions associated with Project Management Tools - EPPIC, Jira Align, Jira, and Confluence
  • Respond to end user support requests effectively and communicate with them to address issues
  • Create, develop and maintain technical documentation and user-guides
  • Train end-users on tools supported
  • Maintain and update support tracking records
  • Work closely with contact center representatives in support of new product releases
  • Supports the monthly posting and reconciliation process for Project financials
  • Assist end users and PMO Operations Team with day-to-day functionality and efficiency of supported applications and processes
  • Identify, manage and resolve issues in a timely manner
  • Provide feedback to manager and other members on process change suggestions


  • Demonstrate strong interpersonal, verbal, and written communication skills for communications with technical and non-technical staff
  • Support and/or participate in all phases of user acceptance testing to ensure quality in application releases and user experience for approved Project Management tools
  • Other duties as assigned to support the Project Management Community


Requirements:

  • Proficient in information gathering and analytical approach to problem solving.
  • Self-motivated with the ability to work with little to no supervision.
  • 2- or 4-year college degree; or equivalent experience.
  • Excellent interpersonal communication skills - written and verbal.
  • Excellent time management and organizational skills.
  • High attention to detail and ability to manage multiple priority assignments.
  • Proficiency with Microsoft Office Suite and Jira/Confluence/Kanban.
  • Strong BA experience with driving requirements from Wealth Management business units and technology teams.
  • Mandatory - Experience with Financial institutions and wealth management business units
  • Preferred experience with Envestnet platform / Client Portal.



Genesis10 - Contract & Perm/Direct Hire

Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can discuss the unique benefits offered for that particular client.

Benefits of Working with Genesis10:


* Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.

* The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.

* Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)

* Behavioral Health Platform

* Medical, Dental, Vision

* Health Savings Account

* Voluntary Hospital Indemnity (Critical Illness & Accident)

* Voluntary Term Life Insurance

* 401K

* Sick Pay (for applicable states/municipalities)

For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., a Best Company for Work-Life Balance, a Best Company for Career Growth, Diversity, and Leadership, among other things. To learn more and view all our available career opportunities, please visit our website.

Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration regardless of their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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