Business Analyst-Wealth Management

TekStaff's Client has a current vacancy for a "Business Analyst"

Job Description

Daily activities:

Lead current-state assessments across approximately 80 client McLeod branches.

Conduct detailed data gathering and analysis related to branch compliance and supervisory activities.

Partner with Branch Managers, Regional Directors, Managers of Administration, and other key stakeholders to collect and validate information.

Facilitate interviews and working sessions to understand operational processes, roles, responsibilities, and workload distribution.

Analyze collected data to identify trends, inconsistencies, risks, and opportunities.

Develop process maps, workflow documentation, and operational assessments.

Create heat maps, summaries, dashboards, and prioritization frameworks to support decision-making.

Perform deep-dive analysis of business processes without prematurely moving into solution design.

Identify opportunities for operational efficiencies and potential transition of activities to centralized supervision teams.

Support future-state design discussions and recommendations as the project progresses.

Prepare presentation materials and executive-level summaries for leadership review.

Collaborate closely with project sponsors and business leaders throughout the initiative.

Must-have requirements:

5-8 years of Business Analysis experience conducting current-state assessments, business process reviews, and operational analysis.

Experience gathering requirements through stakeholder interviews, workshops, and documentation reviews.

Proven ability to communicate effectively with senior stakeholders including Senior Managers, Directors, and Executives.

Strong process mapping and workflow analysis experience.

Nice-To-Have Skills:

Experience within Wealth Management, Brokerage, Financial Services, Banking, Capital Markets (GBM), or related financial institutions.

Prior experience supporting Wealth Technology, GBM, or similar business functions.

Project Management experience or exposure to project delivery methodologies.

Knowledge of branch operations, compliance, supervision, or regulatory processes.

TekStaff may use artificial intelligence (AI) tools as part of the applicant screening process. However, applications will also be reviewed by a member of our Recruitment team to ensure a fair and thorough assessment.