Under the direction of the Private Wealth Management Program Director, the Business Analyst role will perform business process analysis and technical definition for the project to upgrade the current version of APX to the latest version. The individual specializes in implementation of APX upgrades and is extremely adaptable and has the ability to analyze multiple highly complex business processes. The role requires a high level of collaboration to review and define process, define and review technical specifications, and testing. The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, business partners, vendors, and other departments involved. This role requires a self-starter that displays consistent levels of initiative and drive, can follow PMO process and has a mindset that excels in an environment that challenges convention. Having the ability to deeply understand the rationale behind taking a direction and advocating for it, is key. Attention to detail and an ability to continually look around the corner and bring solutions to problems is key.
Line of Business-Specific Requirements: Candidates for this role must have extensive experience working with APX and upgrade projects and displays a deep understanding and appreciation for the complexities of implementing/upgrade such a solution. Must be able to demonstrate a depth of knowledge in APX upgrades. Experience wealth management, brokerage or investment portfolio management is also essential. 6+ years as a business analyst is required for this role. Candidates with less experience will not be considered.
Candidates must have experience with highly visible projects across several lines of business. Optimal candidates will have a proven track record for delivering on APX upgrades and/or implementation initiatives within a challenging environment. This individual must possess a superior ability to identify developing issues that jeopardize scope, timeline, risk, and/or business acceptance.