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Wealth Business Analyst Jobs (NOW HIRING)

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Private Wealth Business Analyst

New York, NY · On-site

$90K - $120K/yr

As a member of the Wealth Platforms & Experience organization, the role of the Business Analyst will be responsible for the ownership and execution of several strategic programs and analyses related ...

Truist

Wealth Business Analyst III - FINRA

Charlotte, NC

$90K - $110K/yr

... Wealth systems, products, services and processes. Participates in project management activities ... analyses related to business performance, system functionality, training, and/or departmental ...

Truist

Wealth Business Analyst III - FINRA

Charlotte, NC · On-site

$90K - $110K/yr

... Wealth systems, products, services and processes. Participates in project management activities ... analyses related to business performance, system functionality, training, and/or departmental ...

Truist

Wealth Business Analyst III - FINRA

Atlanta, GA · On-site

$90K - $110K/yr

... Wealth systems, products, services and processes. Participates in project management activities ... analyses related to business performance, system functionality, training, and/or departmental ...

Nb

Private Wealth Senior Business Analyst

New York, NY · Remote

$101K - $130K/yr

Deep understanding of Private Wealth business models, digital client engagement, and advisor workflows * Strong knowledge of process mapping, workflow analysis, and operational efficiency tools

Truist

Wealth Business Advisor

Dallas, TX · On-site

... analysis. d. Work with clients and prospects to coordinate the information gathering and delivery ... Wealth Advisors, Business Servicing Officer (BSOs), Corporate Relationship Managers, local advisory ...

Truist

Wealth Business Advisor

Houston, TX · On-site

... analysis. d. Work with clients and prospects to coordinate the information gathering and delivery ... Wealth Advisors, Business Servicing Officer (BSOs), Corporate Relationship Managers, local advisory ...

Truist

Wealth Business Advisor

Dallas, TX · On-site

... analysis. d. Work with clients and prospects to coordinate the information gathering and delivery ... Wealth Advisors, Business Servicing Officer (BSOs), Corporate Relationship Managers, local advisory ...

Nb

Private Wealth Business Associate

New York, NY · On-site

$90K - $110K/yr

The role of Business Associate will be responsible for the ownership and execution of several strategic programs and analyses related to the growth and design of the Neuberger's Private Wealth ...

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Wealth Business Analyst information

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How much do wealth business analyst jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for wealth business analyst 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.

What is a wealth business analyst?

Wealth Business Analysts are professionals who specialize in analyzing and improving the business processes, systems, and strategies within wealth management firms or departments. They bridge the gap between technical teams and business stakeholders by gathering requirements, assessing data, and recommending solutions that enhance client services and operational efficiency. Their role often involves working with financial advisors, reviewing investment products, and ensuring compliance with industry regulations. Wealth Business Analysts play a crucial part in optimizing the client experience and supporting the company's overall business objectives.

How does a wealth business analyst typically collaborate with financial advisors and other stakeholders?

A Wealth Business Analyst works closely with financial advisors, portfolio managers, and IT teams to understand business requirements and translate them into effective solutions. Collaboration often involves gathering feedback from advisors about client needs, analyzing workflow inefficiencies, and helping design or improve wealth management systems. Regular meetings and clear communication are key, as the analyst must ensure all stakeholders are aligned and any technical implementations truly support the business goals. This cross-functional teamwork not only enhances project outcomes but also provides valuable insights into broader wealth management operations.

What are the key skills and qualifications needed to thrive as a wealth business analyst, and why are they important?

To thrive as a Wealth Business Analyst, you need strong analytical skills, financial acumen, and experience with business process mapping, often supported by a degree in finance, business, or a related field. Familiarity with portfolio management systems, financial modeling tools like Excel, and certifications such as CFA or CBAP are commonly required. Exceptional communication, stakeholder management, and problem-solving abilities help distinguish top performers in this role. These skills and qualifications are crucial for accurately analyzing wealth management needs, advising on process improvements, and ensuring successful project outcomes for clients and organizations.

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

AspectWealth Business AnalystFinancial Analyst
Required CredentialsBachelor's in Finance, Economics, or related field; certifications like CFA or CFP often preferredBachelor's in Finance, Accounting, or Economics; CFA certification common
Work EnvironmentFinancial institutions, wealth management firms, private banksCorporations, investment firms, banks, or consulting firms
Employer & Industry UsagePrimarily in wealth management and private banking sectorsAcross various finance sectors including investment, corporate finance, and banking

The Wealth Business Analyst focuses on analyzing and improving wealth management services within financial institutions, while the Financial Analyst evaluates financial data to support investment and business decisions across multiple sectors. Both roles require similar credentials and often work in related environments, but their core responsibilities and industry focus differ.

What cities are hiring for Wealth Business Analyst jobs?

Cities with the most Wealth Business Analyst job openings:

What are popular job titles related to Wealth Business Analyst jobs?

For Wealth Business Analyst jobs, the most frequently searched job titles are:

Private Wealth Business Analyst

New York, NY • On-site

Neuberger Berman Group LLC
Finance and Insurance • 1 - 5K employees
Learn more about Neuberger Berman Group LLCexternal

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago

Job description

Summary:
Neuberger Wealth is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and operational excellence. This individual will play a critical role in enhancing the efficiency, scalability, and effectiveness of the Neuberger Wealth business by evaluating current processes, identifying opportunities for improvement, and driving implementation efforts. The role requires a blend of strategic thinking, operational expertise, and change management capabilities.
As a member of the Wealth Platforms & Experience organization, the role of the Business Analyst will be responsible for the ownership and execution of several strategic programs and analyses related to Private Wealth's Client Service Journey.
The candidate will be a detail oriented strategic thinker with a passion for solving complex problems, dealing with ambiguity, organizational design, and who possesses an unrelenting customer obsession and a strong desire to make their mark on the organization.
Primary Responsibilities:
  • Journey Definition
    • Own and enhance all aspects of the Client Service journey across the Wealth business (transacting, trading, maintenance, inquiry, self-service)
    • Create and maintain journey maps, process flows, SOPs, and playbooks and training materials across the end-to-end client onboarding journey
    • Identify friction points and recommend enhancements that reduce handoffs, processing times, and error rates
    • Analyze current operating model, inclusive of roles and responsibilities across all areas supporting the Client Service journey. Recommend and implement changes focused on efficiency and enhanced client outcomes
    • Establish and track SLAs and KPIs
  • Technology Enablement
    • Drive all aspects of technology enablement in the Client Service space inclusive of requirements creation, user testing, release coordination, and post-launch adoption and performance
    • Partner with Enterprise Data Governance to define and maintain client and account data dictionaries and validation rules. Ensure consistency across the ecosystem and all client and advisor touchpoints
    • Inventory and rationalize Client Service forms and documentation requirements with the goal of simplification of workflows
    • Maintain an inventory and prioritization of known tech debt / enhancements

Experience & Skills Qualifications:
  • Bachelor's degree in Business Administration, Finance, Operations Management, Engineering, or a related field
  • 5+ years of experience in Wealth Management / Private Banking. Direct experience with client service, product ownership, or business analysis a plus
  • Strong knowledge of process mapping, workflow analysis, and operational efficiency tools
  • Proficiency in automation technologies and familiarity with digital transformation initiatives
  • Experience in change management principles and techniques
  • Candidate must be a self-starter with the ability to operate independently and make decisions
  • Ability to build relationships and partner across a complex organization
  • Ability to multi-task and manage multiple simultaneous projects
  • Ability to influence seniors and stakeholders outside of your span of control
  • Excellent time management, follow-through, and project delivery skills
  • Exceptional written and verbal communication skills, able to simplify complexity
  • Exceptional analytical skills
  • Strategic thinker
  • Strong attention to detail
  • Highly organized
  • Owner of outcomes
  • Team player
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Compensation Details
The salary range for this role is $90,000-$120,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
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