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Business Analyst Wealth Management Jobs (NOW HIRING)

AllianceBernstein

Business Analyst

Nashville, TN · On-site

We are seeking a Business Analyst to join our Client Infrastructure Services team within Global ... Private Wealth Management. You will collaborate closely with technology, design, and business ...

Syntricate Technologies

Business Analyst

Tampa, FL · Hybrid

$60/hr

Prior experience in Wealth Management or Private Banking * Business Analysis (collecting & defining requirements) working in delivering mid to large scale implementations working with Front Office ...

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

As of Aug 9, 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 August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $98,662 per year, or $47.4 per hour.

Lead Analyst Technology, Wealth Management

Raymond James Financial, Inc.

Saint Petersburg, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New

Job description

Job Description Summary
As part of our Wealth Management Technology team, the Lead Business Analyst serves as a strategic partner to business and technology stakeholders within Global Wealth Solutions, initially supporting the Annuities and Insurance Solutions platform. This role is responsible for driving the delivery of innovative, scalable, and efficient technology solutions that enhance advisor, client, and operational experiences.
The ideal candidate combines deep business analysis expertise with a strong understanding of emerging technologies, including Artificial Intelligence (AI), Generative AI (GenAI), automation, and data-driven decision-making. You will drive complex initiatives from requirements discovery and documentation through implementation while helping identify opportunities to leverage AI capabilities to improve business processes, operational efficiency, and client outcomes.
This role requires a blend of business acumen, technical expertise and strategic thinking to influence outcomes and ensure alignment with organizational objectives.
Job Description
This position follows our hybrid workstyle policy: expected to be in a Raymond James office location three days per week, with at least one of those days being a Monday or a Friday.
Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.
Roles and Responsibilities:
Business Analysis & Delivery
  • Drive the elicitation, analysis, documentation, and management of business, functional, and non-functional requirements for complex technology initiatives.
  • Translate business objectives and requirements into actionable requirements, user stories, process models, and solution specifications.
  • Conduct business process analysis, gap assessments, feasibility studies, impact analyses, and solution evaluations.
  • Facilitate workshops, stakeholder interviews, and discovery sessions across business and technology teams.
  • Collaborate with Product Owners, Developers, QA teams, UX designers, and business stakeholders to deliver high-quality solutions.
  • Assist in QA and User Acceptance Testing (UAT), validate test scenarios, and ensure delivered solutions meet business expectations.
  • Develop and maintain process maps, wireframes, prototypes, data flow diagrams, and business documentation, leveraging AI capabilities for the same.
  • Serve as a subject matter expert (SME) for assigned business domains, applications, and operational processes.
  • Support production issue triage, root cause analysis, and resolution activities, including occasional after-hours support.

Preferred Qualifications
  • Experience supporting Annuities and Insurance , Investments, Private Markets, Wealth Management, Advisory Platforms, or Investment Operations.
  • Experience with vendor-based software implementations and enterprise SaaS platforms.
  • Experience with AI, Generative AI, Machine Learning, Intelligent Automation, or Data Analytics initiatives.
  • Experience gathering requirements for AI-enabled workflows, knowledge management solutions, chatbot implementations, or automation initiatives.

Required Qualifications
  • 8 + years of Business Analysis experience, preferably within Financial Services, Wealth Management, Annuities and Insurance Capital Markets, or enterprise technology environments.
  • Proven experience working on large, cross-functional technology initiatives and managing complex stakeholder relationships.
  • Strong understanding of SDLC methodologies including Agile, Scrum, Waterfall, and hybrid delivery models.
  • Proven experience translating complex business needs into technical requirements, user stories, workflows, and solution designs.
  • Strong analytical, problem-solving, and critical-thinking skills.
  • Proficiency in SQL, data analysis, and data mapping techniques.
  • Experience with tools such as Azure DevOps, TFS, ServiceNow, Splunk, Postman, and Microsoft Office Suite.
  • Experience creating process flows, wireframes, and solution documentation using tools such as Visio, Lucidchart, Figma, Marvel, or similar platforms, and use this experience to produce and validate similar outputs using AI capabilities.
  • Exceptional communication and facilitation skills with the ability to engage effectively across business, and technical audiences.
  • Demonstrated ability to influence decision-making and drive consensus across diverse stakeholder groups.

AI & Innovation Leadership
  • Help establish best practices for AI requirements management, business process redesign, and user adoption.
  • Partner with business and technology leaders to identify opportunities for AI, Generative AI, intelligent automation, and advanced analytics solutions.
  • Help with requirements gathering to define use cases for AI-enabled products and capabilities, including conversational AI, workflow automation, document intelligence, and knowledge management solutions.
  • Collaborate with Data Science, Data Engineering, Architecture, and AI Engineering teams to translate business needs into AI solution requirements.
  • Evaluate current-state processes and recommend opportunities for AI-driven process optimization and operational efficiencies.
  • Stay current on emerging AI technologies, industry trends, and regulatory developments impacting Wealth Management and Financial Services.

Education
High School (HS) (Required)
Work Experience
General Experience - 6 to 10 years
Certifications
Travel
Less than 25%
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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