Job ID: B973
To apply, email softee@softinc.com with the subject line " Job ID: B973 " and attach your resume and any other documents to the email.
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SOFT's client located in Fairfield, CT OR Chicago IL OR Ft. Lauderdale, FL is looking for a Wealth Management Business Analyst for a permanent position with our client.
Position: Business Application Enablement Analyst
Overview
client is a mid-size, nationwide financial services firm based. Seeking a Business Analyst to work in Fairfield, CT that will focus on maximizing the value client receives from its application portfolio by driving adoption, improving business processes, promoting best practices, and ensuring applications evolve in alignment with organizational needs and vendor capabilities.
Our software application portfolio consists of primarily purchased applications in the Wealth Management space like Wealthbox, Orion, Stratify, and others. The Business Analyst will be the internal expert on how the application works, establish standard processes, gather user requirements, communicate with, and engage the end-user community on continuous improvement.
Role Summary
You will be responsible for: • Measuring and improve productivity, efficiency, and end-user experience of the business process supported by software applications
• Maximizing the value of cient’s ‘s software application investments
• Establish business process standards
• Act as product owners representing the end-users’ interests with the vendors
• Drive continuous improvement of business processes, advisor experience, operational efficiency, data quality, and service delivery through effective use of technology
• Build a strong internal user community sharing best practices and solving new business requirements. Facilitate internal forums, training sessions, and knowledge sharing sessions.
• Promote best practices among advisors and business users
This role sits at the intersection of:
Business Analyst + Application Expert + End-User Engagement + Vendor Manager
Skills & Experience
Business Analysis and Process Improvement • Experience working with business users to understand and document their requirements using narratives, workflow diagrams, data mapping and data flow diagrams, and process design
Application Support (Preferably in Wealth Management or Financial Services)
· Responsibility for supporting production software applications from the business users’ perspective (not technical support). Understand the functions of software applications and how they support the business processes.
Application Configuration
· Experience as the system administrator for configuration of a software application’s setup parameters so the system is setup to support the business requirements. (This excludes technical setup or user administration)
End-User Engagement
· Experience engaging with an end user community to facilitate sharing new application functionality from the software and best practices from the user community. Plan and run quarterly internal user group meetings
Software Vendor Engagement
· Responsible for maintaining relationships with software providers, place and follow through on support requests, understand application roadmap, engage with peer company end users.
AI and Automation Awareness Ability to evaluate opportunities to leverage automation and emerging AI capabilities to improve user productivity and business outcomes. Comfortable learning and evaluating new technology capabilities
Ideal Candidate Profile • Experience supporting applications or as an end-user of Wealth Management software applications.
• Experience working on software application implementations from the business users’ perspective
• Experience as a business analyst developing user requirements
• Experience planning and running team meetings
• Experience as a liaison with software vendors
What Success Looks Like
Within the first 6–12 months, the candidate will:
· Become the recognized subject matter expert on assigned applications.
· Develop and maintain business process documentation and standards.
· Deliver measurable application improvements adopted by end users.
· Increase awareness and utilization of existing application capabilities.
· Build trusted relationships with advisors and business users and establish an end-user community.
· Develop a prioritized backlog of enhancement opportunities.
· Establish regular communication with application vendors and user communities.
· Identify opportunities for process automation, workflow improvement, and AI-enabled productivity gains. ·