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Sr. Wealth Management Business Analyst # 26-20833

U.S. Tech Solutions Inc.Cleveland, OH🇺🇸United StatesPosted 20 Aug 2026

Quick Overview

Seniority
Mid Senior
Work mode
Hybrid
Location
Cleveland, OH, United States
Posted
20 hours ago
ScrumAgileBusiness AnalysisConfluenceJiraMiroStakeholder Management

Job Description

Duration: 11 Months

Job Description:
  • We are seeking a highly analytical Senior Technical Business Analyst to drive requirements engineering across a complex portfolio of enterprise applications. This role requires a strong technical mindset and exceptional requirements management skills.
  • You will be responsible for analyzing existing systems, eliciting and documenting business requirements, identifying business rules and process flows, and translating complex business needs into highly structured technical specifications for development teams.
  • The ideal candidate is equally comfortable engaging with business stakeholders, architects, developers, compliance teams, and operations teams to ensure solutions are clearly defined, fully understood, and ready for implementation.
Key Responsibilities
Requirements Elicitation & Analysis
  • Partner with business stakeholders to gather, analyze, and document business requirements, objectives, and success criteria.
  • Facilitate workshops, interviews, and discovery sessions to uncover business needs, pain points, dependencies, and opportunities for improvement.
  • Identify, document, and validate business rules, workflows, decision points, and exception scenarios.
System Analysis & Documentation
  • Perform deep-dive analysis of existing enterprise applications to understand current-state functionality, integrations, data flows, and technical constraints.
  • Analyze system behavior to identify gaps, enhancement opportunities, and process improvements.
  • Maintain comprehensive documentation of application functionality and business processes.
Technical Specification Writing
  • Create detailed Functional Requirements Documents (FRDs), Feature Specifications, User Stories, and Acceptance Criteria.
  • Develop requirements using structured formats such as GIVEN / WHEN / THEN (BDD) methodologies where appropriate.
  • Ensure requirements are complete, testable, traceable, and unambiguous before development begins.
Process & Data Modeling
  • Create process flows, decision trees, state diagrams, and system interaction diagrams using tools such as Mermaid.js, Visio, Miro, or similar platforms.
  • Document end-to-end business processes and system interactions.
  • Model data entities, relationships, and mappings across integrated systems.
API & Integration Analysis
  • Collaborate with architects and technical leads to document APIs, integration points, data contracts, and interface requirements.
  • Analyze JSON payloads, API responses, and data structures to support solution design and implementation.
  • Document data transformation and mapping requirements between systems.
Stakeholder Collaboration
  • Serve as the liaison between business stakeholders and technical teams.
  • Facilitate requirement reviews, walkthroughs, and clarification sessions.
  • Resolve requirement ambiguities, conflicts, and gaps through stakeholder engagement.
Agile Delivery Support
  • Support backlog refinement and sprint planning activities by ensuring requirements are adequately documented and understood.
  • Assist Product Owners and development teams with requirement clarification throughout delivery.
  • Participate in Agile ceremonies to provide business and functional context.
Quality & Validation
  • Define acceptance criteria and support User Acceptance Testing (UAT).
  • Validate delivered solutions against documented requirements.
  • Proactively identify edge cases, exception scenarios, and error-handling requirements.
Experience / Knowledge Required
  • 5–10+ years of experience as a Technical Business Analyst, Systems Analyst, or Business Systems Analyst in software engineering environments.
  • Financial Services or Banking experience strongly preferred.
  • Proven experience working on complex enterprise applications and system integrations.
Technical Acumen
  • Strong understanding of APIs, REST services, JSON payloads, and integration patterns.
  • Working knowledge of relational databases, SQL queries, and data mapping concepts.
  • Ability to analyze technical artifacts and communicate findings to both technical and non-technical audiences.
Business Analysis Expertise
  • Strong requirements elicitation, analysis, documentation, and validation skills.
  • Experience creating functional specifications, user stories, process flows, and acceptance criteria.
  • Ability to identify business impacts, dependencies, and risks.
Agile Experience
  • Experience working within Agile and Scrum delivery environments.
  • Proficiency with Jira, Confluence, Clienture DevOps, or similar tools.
  • Understanding of backlog management and refinement processes without being the owner of product prioritization.
Communication & Documentation
  • Exceptional written and verbal communication skills.
  • Strong facilitation and stakeholder management capabilities.
  • Ability to translate business language into technical requirements and technical concepts into business language.
Bonus Qualifications (Strong Pluses)
  • Experience in Wealth Management, Digital Banking, or Financial Technology platforms.
  • Familiarity with Markdown documentation standards.
  • Experience with Mermaid.js, Miro, Visio, or other diagramming tools.
  • Knowledge of BDD (Behavior-Driven Development) methodologies.
  • Experience establishing and enforcing Definition of Ready (DoR) standards.
  • Experience performing application audits, reverse engineering business logic, and documenting legacy systems with limited existing documentation
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit .

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

AI Statement: By applying, you acknowledge that AI-assisted tools may be used during hiring.

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