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Business Analyst Wealth Management Jobs (NOW HIRING)

Varite

USA_Client Partner

Manhattan, NY · On-site

$67.85 - $69.85/hr

REQUIREMENT_ID-10773135 Role Name - Business Analyst Business Analyst - Wealth Management Role Overview A Wealth Management Business Analyst bridges business needs and technology solutions within ...

Photon

Envestnet SME/BSA - Cleveland, OH

Chicago, IL · On-site

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

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

As of Aug 5, 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 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 skills and qualifications are needed to be a business analyst in wealth management?

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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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

Staffingine LLC

Tampa, FL • On-site

Contractor

Re-posted 6 hours ago

Job description

Job Title: Business Analyst, Wealth Management
Job Location: Tampa, FL / Jersey City NJ (Hybrid)
Job Type: Contract

Job Description:

  • Lead requirement gathering and solution design for investment advisory, client onboarding, and portfolio platforms.
  • Partner with senior stakeholders across product, compliance, and technology to align business goals with digital capabilities.
  • Analyse client behaviour, product performance, and operational data to support strategic decisions.
  • Oversee UAT, change management, and post-deployment reviews for key initiatives.
  • Contribute to regulatory and risk assessments related to wealth products and platforms.

Skills:

  • Proven ability to lead cross-functional teams and drive consensus among senior stakeholders.
  • Experience mentoring junior analysts and fostering a collaborative team environment.
  • Strong decision-making and problem-solving skills in high-impact projects.
  • Ability to influence strategic direction through data-driven insights and business acumen.

Qualification:

  • Bachelor’s/Masters in Finance, Business, or related field.
  • 10–20 years of experience in business analysis, with strong experience in wealth management or private banking.
  • Deep understanding of advisors/RIAs engagements, reporting and experience.
  • Deep understanding of investment products, client lifecycle, and digital platforms.
  • Overall understanding of capital markets in general.
  • Good technology orientation, understanding of data and data base concepts.
  • Strong stakeholder management, communication, and analytical skills.
  • Exposure to Agile delivery, data visualization tools (Power BI, Tableau), and CRM platforms.