Business Analyst (Wealth Management)

Description In this role, you’ll be on the front lines helping our clients plan, create, and deliver digital experiences. Ideally, this candidate will have strong and demonstrated business analysis chops, collaboration and consulting skills. As part of our multidisciplinary team, you’ll be at the center of projects and connected all the way through from concept to execution. The Business Analyst acts as a liaison between Strategists, Designers, End Users, Technologists and Quality Assurance Analysts to gather, analyze, define and document functional and/or technical requirements for technology projects to support delivery for internal and external clients. RESPONSIBILITIES • Work across a spectrum of large- and small-scale digital projects including: websites, applications, digital products and services, front and back-end systems and software • Guide technology design, development and maintenance activities which will help clients meet their business requirements and end user needs • Define digital experiences that deliver exceptional user experience and deliver on client’s strategic objectives and vision • Balance user needs with our client’s business goals, market viability and technical feasibility • Articulate business decisions and trade-offs to internal and external stakeholders • Assess and establish return on investment associated with recommendations • Receive and facilitate client feedback, know how and when to have a point of view on business decisions • Collaborate closely with Strategists, Designers and Technologists to define and generate solutions that meet requirements • Collaborate with clients and data strategy to establish measurable requirements and trackable KPIs • Collect, understand and create requirements documents, data and process documents (flows, diagrams and maps in Miro, Visio or similar) • Lead Use Case workshops, Business Modeling and Design walkthroughs to generate and gather requirements collaboratively with cross-functional teams • Gather and analyze complex functional and non-functional business rules and technical specifications and identify impacts to the solution • Translate requirements into detailed User Stories, Use Case documents, Backlogs (in Jira or similar) and high-level requirements for hand-off and collaborative backlog management with technical teams and subject matter experts • Carry out planning sessions with agile and scrum teams, product and project managers to establish prioritizes and delivery schedules • Participate in (and at times lead) scrum ceremonies (stand up, backlog grooming & demos) to collaboratively discuss and validate assumptions and decisions • Write test cases to ensure solutions meets quality standards; assist in the testing of applications • Participate in production support analysis by analyzing problem’s root causes, identify defect’s and impacts on the solution and present an improved solution to the development team • Participate in the preparation of documents such as case studies and request for proposal • Participate in process improvement by identifying standards and guidelines to improve the quality of deliverables Skills Business analysis, Agile Top Skills Details Business analysis,Agile Additional Skills & Qualifications QUALIFICATIONS, SKILLS & EXPERIENCE[PK1.1] • 5-8+ years of professional experience in a Business Analyst role within a consulting, agency, or enterprise environment, with experience leading requirements gathering and analysis efforts across complex digital and technology initiatives. Bachelor's degree preferred. • Proficient working with Waterfall, Lean, and SAFe Agile methodologies, with a solid background in the IT industry, especially creating web applications on frameworks such as Microsoft .NET and Java. • Experience supporting Wealth Management, Private Banking, Asset Management, or Financial Services organizations, with a strong understanding of investment products, advisor workflows, client onboarding, account management, and regulatory requirements. • Experience eliciting, documenting, and validating business requirements related to compliance, suitability, investment restrictions, client restrictions, trading restrictions, regulatory controls, and policy-driven business rules within Wealth Management environments. • Knowledge of data models, Application Programming Interfaces (APIs), integration considerations/tradeoffs, thinking about edge cases, capturing requirements for configurability, and complex search. • Proven analytical and problem-solving skills working with complex business rules. • Excellent verbal and written communication skills in English, with experience communicating complex and abstract ideas and concepts. • Ability to multi-task, stay organized, and meet multiple deadlines across a variety of projects. Reactivity and adaptability will be part of your daily challenges, as the environment is always on the move. • Experience collaborating with Legal, Risk, Compliance, Operations, and Technology teams to ensure solutions align with regulatory standards, governance requirements, and organizational controls. Experience Level Expert Level Job Type & Location This is a Contract position based out of Charlotte, NC. Pay and Benefits The pay range for this position is $155.00 - $155.00/hr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully remote position. Application Deadline This position is anticipated to close on Aug 21, 2026. About TEKsystems We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.