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Business Analyst Wealth Management Jobs (NOW HIRING)

Themesoft, Inc.

Envestnet SME/BSA

Dallas, TX · On-site

SME, Business Analyst, Wealth Platform SME * Account Aggregation, Transactions, Investments, Holdings * Wealth Management, Banking, FinTech, WealthTech * Requirements Gathering, BRD, FRD, User ...

Focus Financial Partners

Business Analyst

Boston, MA · Hybrid

$65K - $90K/yr

Partner with wealth management stakeholders to gather, analyze, and document business requirements for new initiatives and system enhancements. * Internal analysis for refining data delivery ...

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Business Analyst Wealth Management information

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How much do business analyst wealth management jobs pay per hour?

As of Aug 2, 2026, the average hourly pay for business analyst wealth management in the United States is $47.43, according to ZipRecruiter salary data. Most workers in this role earn between $35.58 and $59.38 per hour, depending on experience, location, and employer.

How does a Business Analyst in Wealth Management typically collaborate with portfolio managers and financial advisors?

Business Analysts in Wealth Management frequently work closely with portfolio managers and financial advisors to understand client needs, analyze investment strategies, and optimize operational processes. They gather and interpret data on client portfolios, help refine reporting tools, and translate business requirements into actionable solutions. Effective collaboration ensures that technology and processes support regulatory compliance and enhance the client experience, making strong communication and stakeholder management skills essential in this role.

What are the key skills and qualifications needed to thrive as a Business Analyst in Wealth Management, and why are they important?

To thrive as a Business Analyst in Wealth Management, you need strong analytical skills, financial acumen, and a solid understanding of investment products and regulatory requirements, often backed by a degree in finance or related field. Familiarity with data analysis tools (like Excel, SQL), CRM systems, and financial modeling software is typically required, and certifications such as CFA or CBAP can be advantageous. Excellent communication, stakeholder management, and problem-solving abilities help you translate complex requirements into actionable solutions. These skills ensure effective analysis, informed decision-making, and the successful delivery of projects that align with clients' financial goals.

What is the difference between Business Analyst Wealth Management vs Financial Analyst?

AspectBusiness Analyst Wealth ManagementFinancial Analyst
Required CredentialsBachelor's degree, certifications like CFA or CFP beneficialBachelor's degree, CFA often preferred
Work EnvironmentFinancial institutions, wealth management firmsInvestment firms, banks, corporate finance
Employer & Industry UsageUsed in wealth management to analyze client portfolios and processesUsed across finance sectors to evaluate investments and financial data

While both roles require financial knowledge and certifications like CFA, Business Analysts in Wealth Management focus on improving client service processes and portfolio strategies within wealth firms. Financial Analysts primarily evaluate investment opportunities and market data across various finance sectors. The roles overlap in financial expertise but differ in their core focus and daily tasks.

What does a Business Analyst in Wealth Management do?

A Business Analyst in Wealth Management is responsible for analyzing business processes, identifying areas for improvement, and implementing solutions that support the financial goals of clients and the organization. They gather and document business requirements, work closely with stakeholders such as portfolio managers and IT teams, and help to design or enhance systems related to investment products, compliance, and client reporting. Their work ensures that wealth management services are efficient, compliant, and aligned with client needs.
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What cities are hiring for Business Analyst Wealth Management jobs? Cities with the most Business Analyst Wealth Management job openings:
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Business Analyst Wealth Management jobs near you
Infographic showing various Business Analyst Wealth Management job openings in the United States as of July 2026, with employment types broken down into 89% Full Time, 6% Part Time, 1% Temporary, and 4% Contract. Highlights an 83% Physical, 7% Hybrid, and 10% Remote job distribution, with an average salary of $98,662 per year, or $47.4 per hour.

Business Analyst - Wealth Management

BB Insight

Schaumburg, IL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days ago

Job description


Job Summary
We are seeking a detail-oriented and experienced Business Analyst with a strong background in Wealth Management to join our team in Schaumburg, IL. The ideal candidate will bridge the gap between business stakeholders and technology teams, ensuring effective delivery of solutions aligned with wealth management processes, regulatory requirements, and client needs.
Key Responsibilities
  • Collaborate with stakeholders to gather, analyze, and document business requirements for wealth management platforms and initiatives
  • Translate business needs into functional specifications, user stories, and process flows
  • Work closely with product owners, developers, and QA teams to ensure accurate implementation of requirements
  • Analyze existing systems and processes; identify gaps and recommend improvements
  • Support data analysis related to portfolios, client reporting, and financial products
  • Ensure compliance with regulatory standards such as SEC, FINRA, and other financial governance frameworks
  • Facilitate workshops, stakeholder meetings, and UAT (User Acceptance Testing) sessions
  • Create and maintain documentation including BRDs, FRDs, and process maps
  • Monitor project progress and provide regular updates to stakeholders

Required Qualifications
  • Bachelor's degree in Finance, Business Administration, Information Systems, or related field
  • 3-7 years of experience as a Business Analyst in Wealth Management or Financial Services
  • Strong understanding of wealth management concepts such as portfolio management, asset allocation, investment products, and client onboarding
  • Experience with tools such as JIRA, Confluence, SQL, Excel, or similar
  • Excellent analytical, problem-solving, and communication skills
  • Experience working in Agile/Scrum environments

Preferred Qualifications
  • Experience with wealth platforms such as Charles River, Aladdin, or similar
  • Knowledge of data visualization tools (Power BI, Tableau)
  • Familiarity with APIs, system integrations, and digital transformation projects
  • Certifications such as CBAP, CFA (preferred but not mandatory)

Key Skills
  • Requirement Gathering & Analysis
  • Stakeholder Management
  • Financial Domain Expertise (Wealth Management)
  • Data Analysis & Reporting
  • Process Improvement
  • Agile Methodologies

Compensation & Benefits
  • Competitive salary (based on experience)
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and holidays
  • Career growth and learning opportunities

About the Role
This role offers an opportunity to work on cutting-edge financial solutions and collaborate with cross-functional teams in a dynamic wealth management environment.

Apply