Job Description
Role : Business Analyst -Wealth Management
Exp Range: 15 + years of relevant experience
Client - City National Bank
Location: Los Angeles, CA ( Remote is open for genuine suitable candidates )
Salary - $130 K to $150 K / year ( kindly let us know of any constraints) . Please look for the highlighted skills required for this role. - 4-5 Years of prior experience with at least 4 working in a Product Management Role
- Agile Experience: experience working with SAFe and driving key agile ceremonies and workflows.
- Wealth Domain Knowledge: Knowledge of the financial services industry and the complete wealth management lifecycle a major plus.
- Hands-on Experience Preferred: formal business analyst, engineering or testing experience.
- Certification or experience with Product Owner or Scrum Master role.
- Must have demonstrated cross functional work in previous experience along with strong communication skills, time management, project management skills, business acumen and high self-awareness/EQ. Previous research experience, influence skills, initial leadership exposure, ability to translate product requirements into technical requirements, and work in ambiguity and solutioning.
- Solves complex problems; takes a new perspective on existing solutions; exercises judgment based on the analysis of multiple sources of information.
Job description :
- Set Product Vision: Responsible for product vision and appropriate positioning with key stakeholders across the organization.
- Build Roadmaps: Accountable for development, acceptance, and communication of roadmap.
- Gather Requirements: Able to participate in cross functional work to solicit key requirements and drive the product definition.
- Engage Stakeholders: Awareness and ability to articulate the product story to a broader audience across the organization.
- Partner with Design: Bring experiences to life through co-creation, design-thinking workshops, and design-led experience development.
- Author User Stories: Translate requirements to technical details to build and validate use cases around a product and communicate them effectively to engineering teams.
- Data-Driven Decision Making: Inform product decisions with both qualitative and quantitative data on behavior and experimentation. Define and track KPIs for measure of success.
- Feature Prioritization: Develop and maintain multiple prioritized backlog of user stories for implementation according to business value or ROI
- Facilitate ceremonies: Facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives.
- Designs and produces strategy reports and other types of communications for Financial Advisors / Private Wealth Advisors to use with clients and prospects as part of the overall marketing initiative
- Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm's proprietary software tools; May lead presentations in partnership with Financial Advisors / Private Wealth Advisors
- Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail as well as develop, implement and communicate new procedures, products, and portfolio enhancements for clients
- Identifies and implements practice management opportunities by interfacing with various departments across the firm
- Develops presentation materials and proposals to assist Financial Advisors / Private Wealth Advisors in managing performance measurements on existing accounts and cultivating new business opportunities
- Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider
- Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars
- Conducts quarterly/annual business performance reviews in conjunction with the Financial Advisor / Private Wealth Advisor
- Actively engages in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
- Proactively participates in firm initiatives directed by local management
Job Tags
Local area, Remote work,