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Business Analyst - Wealth Management
Visionary Innovative Technology SolutionsAustin, TX🇺🇸United StatesPosted 9 Jul 2026
Quick Overview
Work Type
Hybrid
Level
Mid Senior
Job Description
- Bachelor’s degree in business, Finance, IS, CS, or related field.
- 5–10 years BA experience, incl. 3+ years in Wealth/Asset Management or Broker-Dealer, with direct exposure to advisor platforms or account opening systems.
- Strong understanding of account opening/onboarding processes and advisor workflow tools.
- Agile/Scrum experience; skilled in BRDs, FRDs, user stories, acceptance criteria, process flows, data mapping.
Skills
Scrum
Agile
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