Sr Business Analyst to lead business analysis activities for a large-scale digital wealth customer experience platform.

The Senior Business Analyst will manage requirements gathering, gap analysis, and collaboration with stakeholders to ensure the successful delivery of digital Wealth projects. This role requires expertise in wealth and investment domains, technical documentation, and Agile methodologies to support the development of a multi-application digital platform.

• Lead Business Analysis activities for a large-scale digital wealth customer experience platform.
• Gather and document business requirements through interviews, workshops, and surveys.
• Analyze business requirements to identify pain points and improvement opportunities.
• Conduct gap analysis between current and desired states of the system.
• Collaborate with technical teams to ensure efficient implementation of features.
• Develop use cases, user stories, functional specifications, and technical requirements.
• Create data models, process flows, and document non-functional requirements (e.g., performance, security, scalability).
• Maintain a comprehensive requirements traceability matrix.
• Guide and participate in User Acceptance Testing (UAT) to validate business requirements and user expectations.

• 7+ yrs as a Business Analyst
• Experience documenting complex technical APIs, system integrations, and data flows.
• Experience in wealth and investment domains (key differentiator)
• Previous experience with large-scale digital customer platforms (key differentiator)
• Ability to work independently and collaboratively in a cross-functional team, managing multiple priorities and deadlines.
• Proficiency with Agile development methodologies and adaptability to changing project requirements.
• Excellent written and verbal communication skills for technical and non-technical audiences.

• experience with Salesforce or nCino integrations