Company hidden, unlock to see who’s hiring
Position Summary
The Senior Business Analyst, Wealth Technology is responsible for leading the definition, documentation, and execution of business processes and technology initiatives across the organization, with a primary focus on Salesforce initiatives for advisor and operations teams. This role serves as a key liaison between business stakeholders, product teams, technology partners, and end users to translate complex business needs into clear requirements, user stories, workflows, and solution recommendations.
The Senior Business Analyst will help drive improvements that streamline…
Company, description, requirements, and direct apply unlock with a free trial.