Business Analyst with Wealth Management

Title : Sr. Business Analyst with Wealth Management and Finance

Location : Minneapolis, MN (Hybrid on-site 2 days a week)

Duration : Long Term

Client : TEKsystems

Job Description:

We are looking for a Sr. Business Analyst with at least 7+ years of IT experience and strong Wealth Management/ Finance domain experinece.

RBC is seeking a Sr. Business Analyst to support the Holistic Proposal Project. This is one of the highest priority projects in RBC US Wealth Management. They are building a tool for financial advisors to use. The vision is that you could input prospect information and the tool would make recommendations on products and create a proposal to be presented to the prospective client.

Top Desired Skills:

1. Sr. Business Analyst with a strong background in financial services, ideally in brokerage/wealth management
2. Must have proven experience asking probing questions to drive down to the need when gathering requirements. Need to be naturally curious.
3. Experience working on a high priority/high visibility project with exposure to multiple business units
4. It would be a bonus if someone understood the FA (financial advisor) sales process

General Skills & Qualifications:

• Documents Requirements: Drafts functional and non-functional data requirements, leveraging previous info provided and input from business stakeholders.
• Creates Templates / Supporting Materials: Builds or leverages templates to facilitate working sessions and capture requirements and shares best practices with other project teams.
• Project is high priority and will have exposure to multiple business units
• Successful candidate will possess the following:
• High Curiosity
• Ability to turn conceptual ideas into business requirements
• Ability to ask relevant, probing questions of SME s, regardless of authority level
• BSA Skill set is preferred, but not necessary

Thanks & Regards,

Satish, Technical Recruiter

Sriven Systems, Inc

T: Ext: 1012 |

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