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Business Analyst
Full Time 8 Months Ago
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Bluespring Wealth Partners is Hiring a Business Analyst Near Austin, TX

Bluespring Wealth Partners is a fast-growing acquirer of wealth management firms throughout the United States. We take a relationship-based approach to partnering with and supporting best-in-class teams who provide financial planning and investing services to retail clients. Bluespring takes majority-stake positions in high-quality firms and provides its partners with an unparalleled depth of operating support, business consulting expertise and strategic investments in key areas of growth.

Bluespring launched in 2019 to deliver much needed deal flexibility, succession solutions, and entrepreneurship to the wealth management acquisition space. We are a wholly owned subsidiary of Kestra Financial, a holding company that consists of five leading wealth management services businesses that collectively support more than $120bn in AUM and 2,300 independent financial advisors. Along with Kestra Financial, we are majority-owned by Warburg Pincus, a leading global private equity firm.

SUMMARY:

As the Business Analyst you will report to the VP, Strategic Initiatives. You will use your analytical skills to help envision and create solutions to important business problems within the Bluespring organization. You will be important to the delivery of projects aimed at achieving our vision, strategic and growth goals.

You will have an active role in a dynamic, collaborative team. You will contribute ideas and perspective to help enhance our operations, driving efficient growth and continued refinement. You will be extremely hands-on and excel in working with a small team where they are given a lot of responsibility.

Promoting our culture and deepening relationships with acquired firms and business partners will be vital.

RESPONSIBILITIES:

  • Facilitate collaboration sessions with Bluespring and shared services partners, to document requirements and user stories that inspire transformational change.
  • Liaison with technology and participate in defining solutions
  • Document current-state workflows, conduct analysis and provide recommendations on future-state processes.
  • Improve by identify gaps and deficiencies in process, leading efforts to refine and implement procedural changes.
  • Create reports and use data to exert influence on important decisions; achieve agreement on ideas by working collaboratively with business and technology team members.
  • Create standard operating procedures and end-user guides for systems used within our organization.
  • Work with Bluespring team to conduct User Acceptance Testing on tech implementations; write test cases and assist with test case execution.
  • Provide project management assistance on small to mid-size strategic programs.
  • Understand high-level processes, while still drilling into details
  • Other responsibilities as assigned.

KNOWLEDGE AND SKILLS:

  • Prioritization - especially with important project timelines.
  • Process mapping, data collection, data analysis, procedure writing, and writing requirements documentation.
  • Knowledge of SQL or other reporting technologies
  • Salesforce knowledge beneficial

SUPERVISORY RESPONSIBILITIES:

  • None

EDUCATION AND EXPERIENCE:

  • 5 years in a business analyst role
  • Experience within financial services industry beneficial
  • Bachelor's degree or equivalent industry related experience
  • Experience with standard collaboration tools (Confluence, JIRA)
  • Project management experience useful

CERTIFICATIONS:

  • None

BENEFITS:

**Benefits are not applicable to Internship Program Participants or Contract Employees.

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more for full time employees.

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

  • You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.

Job Summary

JOB TYPE

Full Time

POST DATE

07/28/2022

EXPIRATION DATE

10/24/2022

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The following is the career advancement route for Business Analyst positions, which can be used as a reference in future career path planning. As a Business Analyst, it can be promoted into senior positions as a Business Systems Analyst IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Business Analyst. You can explore the career advancement for a Business Analyst below and select your interested title to get hiring information.

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If you are interested in becoming a Business Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Business Analyst for your reference.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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Volunteer to perform Business Analyst related tasks.

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Develop Visualizations and Practice Presenting Them.

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Acquire and Leverage on Relevant Skills.

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Ability to Understand Delegated Objectives.

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Being Diligent with Time Management.

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Step 3: View the best colleges and universities for Business Analyst.

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