Senior Business Analyst

Wealth Management Opportunity in Financial Services

Senior Business Analyst

Location(s)

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time

Salary: $95,000 - $115,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

Summary

The Senior Business Analyst partners with business and technology teams to deliver solutions that support the strategic vision for Financial Professionals. This role partners closely with business stakeholders and technology teams to elicit, analyze, document, and validate requirements.

It focuses on understanding the intent behind requests, breaking them into business capabilities, and translating them into high-level designs in collaboration with technology. The associate will apply Agile methodologies to develop and maintain accurate documentation, author user stories, and collaborate with IT teams during refinement, sprint planning, and solution delivery.

Additionally, this role requires clear and consistent communication of deliverables and progress to stakeholders, while supporting project and program managers in planning, tracking, and managing timelines, tasks, risks, and issues to ensure successful outcomes.

Education Requirements

• Bachelor’s Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered

Responsibilities

• Analyze business processes and workflows to identify objectives, opportunities, and requirements. Project vary from people, process, technology, policy, data, and may contain one or all of those. Some projects may be non-technical.
• Facilitate workshops and stakeholder sessions to gather, analyze, and document business, functional, and technical requirements, including business cases, use cases, and process flows.
• Facilitate business process definition through eliciting input from multiple teams, ensuring any modifications are accurately documented and maintained throughout the project lifecycle.
• Communicate requirements effectively to cross-functional stakeholders, including business units, development teams, and quality assurance teams.
• Assist the Change Management team to analyze requests and translate into stakeholder impacts, help guide timing, and think through importance of pilot needs, if relevant.
• Identify and articulate assumptions, constraints, risks, and issues identified during analysis.
• Develop estimates to support project planning, timelines, and milestones.
• Communicate project progress, milestones, and deliverables to project managers and team members.
• Collaborate with project managers, business teams, and vendors to ensure timely completion of deliverables across all phases of the project lifecycle.
• Produce detailed functional specifications for development, including reports, interfaces, conversions, enhancements, and forms.
• Support issue identification, tracking, and resolution across business and technical domains.
• Provide mentorship and guidance to junior team members and fellow business analysts.
• Serve as a strategic advisor to business units by contributing to the development and continuous improvement of business processes.
• Maintain expertise across multiple business domains and understand their integration points across systems and departments.
• Escalate gaps, risks, or issues to the Product Owner and Project Manager as appropriate.

Basic Requirements

• Minimum of 7 years of experience within Waterfall and/or Agile software development environments, preferably in a Business Analyst or Product Owner role.
• Proven experience working on large-scale, enterprise-level initiatives and collaborating across cross-functional teams in a matrixed organization.
• Experience within the Financial Services industry.
• Strong organizational, time management, and prioritization skills.
• Excellent analytical, critical thinking, and problem-solving capabilities.
• Effective written, verbal, and interpersonal communication skills, with the ability to translate complex technical concepts into business language.
• Ability to work both independently and collaboratively within a team environment.
• Strong customer service orientation with a commitment to delivering high-quality results.
• Demonstrated ability to innovate and develop solutions in ambiguous environments.
• Experience delivering presentations to senior leadership on product and technical topics.
• Strong collaboration skills with the ability to influence and build consensus across departments.
• Solid understanding of the Project Management Lifecycle and methodologies.
• Familiarity with software testing practices and procedures.
• Foundational knowledge of application and database development concepts.
• Strong leadership, networking, and stakeholder engagement capabilities.
• Demonstrated understanding of supported business lines and associated objectives.

Preferred Requirements

• Experience within the broker-dealer industry.
• Experience with acquisitions and integrations.

Equal Opportunity Employer

Osaic is an equal opportunity employer.

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.