Wealth Management Senior Business Systems Analyst

SUMMARY

Coordinates business and technical systems and processes with respect to; design, application installation, configuration, integration and development, application testing, modification, troubleshooting and maintenance of applications used within the Wealth Management Business.

Works independently with little supervision and a great latitude in decision-making responsibility. This position will be a member of the Wealth Management Agile team and may be asked to facilitate Agile ceremonies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Responsible for support and delivery of the core computer information systems used by Wealth Management.
• Work directly with internal clients and product owners to understand the individual needs of the business and translate those needs into technical requirements.
• Prepare recommendations regarding cost versus benefit as a result for implementing new systems and processes.
• Analyze current business processes and make recommendations for improvement based on industry trends and professional knowledge.
• Ability to break down work into features and stories in an Agile environment.
• Ability to document detailed descriptions of functions, workflows, records, files, flow charts and other information necessary to support project or application initiatives.
• Provide technical support for end-user departments; act as vendor interface for applications as assigned.
• Support change control processes and procedures for applications as assigned.
• Coordinate and support for modifying applications systems and work flows to improve production or expanding application systems features to serve new purposes.
• Accurately maintain any department documentation, project or issue logs, and write / deliver correspondence in a clear, concise, professional manner.
• Work with external vendors and technical support teams in the installation, maintenance and support of software applications as assigned.
• Able to self-manage and / or include appropriate people in decision-making process.
• Act as part of an Agile team to deliver products and services to the Wealth Management Business.
• Have extensive knowledge of Scrum and other Agile Methodologies
• Familiarity with the role of Agile Product Owner and Scrum Master, and be willing to take on aspects of these roles as needed.
• Performs all other duties as assigned

SUPERVISORY RESPONSIBILITIES

No supervisory responsibilities

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and / or abilities required in this position :

Bachelor (-year college) degree and + years of experience or equivalent combination of education and experience

COMPUTER AND OFFICE EQUIPMENT SKILLS

• Microsoft Office suite
• Microsoft Visio or Similar technology
• Atlassian Jira or Similar technology
• MS SQL Reporting

CERTIFICATES, LICENSES, REGISTRATIONS (Ex : CPA, Series or license, etc)

None required

Prefer CSM / SSM and / or PMP certifications.