Vice President, Business Analyst

Vice President, Business Analyst

As a member of the Operations & Analytics (O&A) department, the Business Analyst will support growth and innovation initiatives and help drive the firm towards continual operational efficiency. Reporting directly to the Chief Operating Officer, the Business Analyst will be a key driver in enhancing our wealth management operations by identifying and implementing new strategies, optimizing workflows, and leveraging cutting-edge analytics. This individual will act as a strategic partner across the organization, translating complex business needs into actionable, high-quality requirements and solutions that improve efficiency, scalability, and client experience. This role is for a highly analytical and innovative individual who can drive change through data-driven insights and process improvements.

This role is located in Boston, MA.

Primary Responsibilities :

Innovation and Communication : Work with stakeholders across the firm to identify opportunities for innovation, automation, and process improvement. Present updates, status, and findings, written and verbal, at both the executive level and across a broad audience.

Requirements Management : Gather, analyze, and document business requirements and functional specifications for system enhancements and new projects.

Project Management : Support or lead cross-functional projects from inception through implementation, ensuring milestones are met and objectives are achieved.

Solution Design : Develop and propose innovative, data-driven solutions to operational problems. Assist with testing, validation, and user training to ensure successful adoption of new systems and processes.

Stakeholder Collaboration : Build strong, collaborative relationships with stakeholders across various departments, including operations, technology, compliance, and client-facing teams. Act as a liaison to ensure clear communication and alignment throughout the project lifecycle.

Data Analysis and Performance Monitoring : Create key metrics and KPI tracking capabilities through dashboards. Identify key data points to measure, source data from multiple firm systems, and present metrics in a meaningful way. Conduct in-depth analysis to identify inefficiencies, bottlenecks, and areas for improvement.

Qualifications :

7-10 years' experience with business analysis work involving large complex projects and building / fostering a broad range of business relationships with multiple stakeholders. Experience in financial services preferred

Bachelor's Degree

Experience in project and process management and working cross-functionally

Fluent in multiple technology systems with ability to quickly learn new ones. Experience with Snowflake, PowerBI, Seismic, Salesforce, Addepar preferred

Excellent organization, prioritization, and time management skills

Exceptional oral and written communication skills

Proactive problem-solver, solutions-oriented, and demonstrated autonomy when executing on assignments

Proven ability to identify gaps, inefficient processes, and automation opportunities

Must be able to work in our Boston office on a hybrid schedule

About SCS Financial

SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office capabilities, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.

The annualized base pay range for this role is expected to be between $120,000-$135,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.