Senior Business Analyst- Embedded

Senior Business Analyst- Embedded

Boston, Massachusetts- hybrid

C2H

Senior Business Process Analyst reporting to the CTO. In 2026, Client Wealth is focused on Build to Scale: making the operational and technology investments that allow a growing advisory firm to deliver consistent, high-quality client service without adding complexity. You will be central to that effort.

Client Wealth has never had a dedicated business analyst. Individual departments have owned their own processes and standard operating procedures, and the consistency of that documentation varies widely. Your job is to bridge the gap between business teams and the technology team by formalizing processes and requirements that exist in practice but have not been consistently documented, translating business needs into specifications our technology team can execute, and producing the operating procedures on the other side. Your primary output is documentation that drives decisions and unblocks implementation: process maps, gap analyses, sprint-ready user stories, and standard operating procedures.

This is a milestone-based engagement. If your Month 1 and Month 2 deliverables are usable by the technical team, the engagement extends. If they are not, we will know within 60 days and adjust. The firm is making a multi-year technology investment, and your work in the first three months produces the evidence base that justifies continued investment.

Your First Engagement: Service Orchestration

Your initial responsibilities will center on the firm's service orchestration, which directs the scope, methodology, and timing of Client Wealth's continued delivery of service packages to each client household. Service date management (SDM) is a pivotal component of these packages, defining the schedule for the provision of various service elements to ensure the consistent quality of Client Wealth's services. You will be engaged in two simultaneous workstreams.

Workstream 1: SDM Documentation and Requirements Support

There is a Salesforce implementation already in progress with its own history and momentum. A UAT Lead is actively testing. You are not starting from zero. You are walking into a moving project that has gaps in documentation, requirements formalization, and stakeholder alignment. Your job is to support the existing UAT structure by filling those gaps: documenting what actually exists, refining informal requirements into formal specifications, and producing output, such as artifacts and reuseable templates, that advances the project toward production readiness. Teams across the firm have created workarounds wherever official processes did not keep up. You will need to navigate competing priorities, separate real needs from positional preferences, and deliver clear and concise specifications the technology team can execute quickly.

Workstream 2: Client Review Process (A Vital Service Element)

You will lead the firm through a structured effort to capture, synthesize, and integrate existing departmental workflows into a single documented standard for one of its most important client-facing service elements: the Client Review. This is the process by which Client Wealth prepares for, conducts, and follows through on periodic reviews with each client household. It is a complex cross-departmental workflow that spans Advisory, Client Service, Operations, Financial Planning, Portfolio Management, and Compliance. Each of these teams knows their own piece well. What has never existed is a single document that captures the full arc across all six departments as one integrated workflow.

You will work with internal stakeholders to capture the entire process from data gathering and preparation through client impact: how review materials are assembled, how advisors prepare, how the meeting is conducted, what happens afterward, and how follow-through is tracked and completed. You are not uncovering hidden processes. You are sitting with experienced professionals who know exactly what they do, capturing it, and then doing the harder work of connecting the seams between departments: where does Client Service's output become Portfolio Management's input, where does the advisor's preparation depend on something Operations produced, where does Compliance need visibility that nobody is currently providing.

The broad strokes are largely the same from advisor to advisor, but not exactly the same, and some of that variation may be perfectly fine. Your job is to drive toward standardization of substance: the steps, decisions, handoffs, and quality checkpoints that should be consistent across every client review. How an advisor conducts the performative part of a client meeting is their craft. What happens before and after that meeting, and what the firm can count on being done the same way every time, is yours to document and standardize.

This requires more than transcription. You must be curious. You need to be critical of existing processes, not adversarial, but genuinely interrogative. At each stage, you should be driving toward the core function: why does this step exist, why is it done this way, and should it remain this way or not? Some of what you find will be well-reasoned and worth preserving. Some will be legacy habit that no one has questioned. Your documentation should make the difference visible and present the case either way.

Your output needs to be thorough enough to serve two purposes. First, it establishes a unified, documented standard for how client reviews work at Client Wealth, surfacing meaningful differences across teams and resolving the ones that matter. Second, it creates the foundation for identifying where AI can be injected into the workflow to elevate client outcomes. You are not building the AI solutions. You are producing the documentation that makes intelligent automation ai-enabled workflows possible, because you cannot improve a process you have not formally captured.

Qualifications

• 3 to 5 years in business analysis or operations roles, with experience embedded inside a company (not only external advisory)
• Demonstrated experience producing process maps, requirements documents, gap analyses, and standard operating procedures; bring samples
• Experience conducting stakeholder interviews and translating business language into technical requirements
• Strong written communication. Your primary output is documents, not code. If writing is not one of your top three professional skills, this is not the right engagement.
• Experience maintaining requirements traceability from elicitation through testing
• Familiarity with root cause analysis methods (fishbone, 5 Whys, or equivalent) and ability to apply structured analysis to business process problems
• Professional services or consulting orientation: you understand scoped engagements, milestones, and deliverable-based accountability
• Proficiency with Microsoft 365 (Word, Excel, PowerPoint, Visio or equivalent diagramming tool)

Bonus Points for:

• Active user of AI tools (ChatGPT, Claude, Copilot, or similar) in your professional work to accelerate analysis, draft documents, or identify patterns
• Experience working inside a regulated financial services firm: RIA, wealth management, broker-dealer, banking, insurance, or healthcare
• Familiarity with Salesforce (Sales Cloud, Financial Services Cloud) from an analysis and requirements perspective
• Experience with Salesforce Flow Builder, Microsoft Power Automate, or similar tools for workflow orchestration
• Experience with Jira, Azure DevOps, or similar tools for managing user stories and sprint handoffs
• Understanding of SEC, Reg S-P, or similar financial regulatory compliance frameworks
• Experience with service delivery model design or operations optimization in professional services firms

Ayush Sharma Sr. US Technical Recruiter

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