Wealth Management Business Aanalyst - NYC
Location: NYC
Responsibilities
•Support 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 large-scale integration projects.
•Perform ongoing competitive analysis of internal and third-party 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/end- user 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.
•10% travel will be required to client sites – all domestic and mainly within MN or WI (normally it would involve a M-W)
Education / Experience
•5 years financial services business analyst experience (minimum 2 years Wealth Management experience)
•Bachelor's Degree
•Series 7 desired but not required
Required Skills
◦Knowledge of Wealth Management - need to have experience within the web/intranet area of this.
◦Web delivery - designing for the web/intranet application delivery
◦Web delivery - designing for the web/intranet application delivery
◦Familiar with Market Data - different types of data (what is on CNBC, etc) market data offerings.
◦Knowledge of Market Data - i.e. wireframes, functional specs, etc.
◦Awareness of Thomson Reuters offerings and / or those of competitors
◦Highly organized and detail-oriented with the ability to multi-task and manage multiple priorities and see projects to completion.
◦Strong oral and written communication skills
◦Effectively communicate with both technical and non-technical users at all levels of an organization
◦MS Office Suite, strong emphasis on MS Visio (wireframes and workflows), and ability to self-learn new applications and tools
◦Ability to work with minimal guidance
◦Proven ability to negotiate, and influence at all levels.
◦Project management skills applied both internally and externally
◦Understanding of the day-to-day "advisor" business - NICE to have .NET application profiling and tuning System development using Windows Server 2003 / Windows Server 2008
Plus Skills
■Office Server System, Workflow Foundation, WCF technologies;
■Next generation Microsoft platforms including Windows Server 2008 and SQL Server 2008
■Advanced C# development using constructs such as LINQ, expression trees, and constraints
■Software testing with the Visual Studio Web and unit test tools
■Threat modeling and application security programming
■Production systems using Microsoft Content Management products (CMS, SharePoint)
■Building distributed systems using Message Queuing (MSMQ, COM+/Enterprise Services, IBM WebSphere MQ)
■Orchestrating business processes using BizTalk Server
Please Mail Us your Updated profile to kbschennai@kbsconsu ltants.com
