What are the responsibilities and job description for the Business Analyst – Wealth Management position at Holistic Partners, Inc?
Job Title: Senior Business Analyst – Wealth Management
Location: Oaks, PA (Hybrid – 3 days onsite)
Duration: 12 Months Contract
Interview Process: Video
Job Summary
We are seeking an experienced Senior Business Analyst with a strong background in Wealth Management to join a dynamic Platform Delivery Implementations team. The ideal candidate will have extensive experience in financial services and play a key role in client onboarding, platform implementations, and business process configuration.
Key Responsibilities
- Lead and participate in multiple client and internal projects simultaneously
- Support project planning in collaboration with project management teams
- Coordinate client onboarding, reconfigurations, and platform implementations
- Design and support customized business operating models for client firms
- Manage project interdependencies, timelines, and resource allocation
- Maintain project documentation and artifacts
- Provide status updates to stakeholders and clients
- Gather and manage client configuration requirements for platform setup
- Collaborate with internal teams including development, operations, and market units
- Support process improvements and standardization initiatives
- Train team members when required
- Work independently and make informed business decisions
Required Qualifications
- Bachelor’s degree in business or related field
- 8 years of experience in IT and Financial Services
- Strong Wealth Management experience (MANDATORY)
- Knowledge of Private Banking operations
- Understanding of financial instruments including equities, fixed income, and funds
- Strong experience with MS Office tools (Excel, Project, PowerPoint, Word)
- Experience with SharePoint and Confluence is a plus
- Excellent communication, presentation, and documentation skills
- Strong organizational and multitasking abilities
- Ability to work independently with minimal supervision
Preferred Qualifications
- Experience with SEI Wealth Platform (SWP)
- Proven ability to manage multiple concurrent deliverables
- Strong stakeholder management and client-facing experience