Wealth Management jobs in United States

We are seeking an experienced Senior Business Analyst with a strong understanding of asset management to join our team. In this role, you will become a trusted partner to stakeholders, identifying opportunities, shaping solutions, and driving strategic initiatives through data-driven insights and analysis.

This is an important hire for Hayfin, during a pivotal growth phase after a successful management buyout in 2025. You will work closely with the Change and Transformation Director, as part of a small, high-caliber team, collaborating with senior leadership.

• 8+ years of analyzing, documenting, and delivering high-quality business processes
• 8+ years of eliciting requirements for IT systems
• Experience working within or consulting to asset or wealth management firms

• Proficiency in capturing and documenting detailed business requirements
• Ability to facilitate stakeholders in defining clear and concise requirements
• Experience with data projects and delivering data solutions
• End-to-end project lifecycle experience
• Experience interacting directly with end users and stakeholders

• Excellent communication skills, adaptable across technical and executive audiences
• Ability to develop business cases and perform cost-benefit analyses
• Capability to operate in complex environments with limited documentation
• Knowledge of asset management processes and project delivery

• Experience in process improvement methodologies like Lean and Six Sigma
• BA qualification (e.g., BCS Diploma in Business Analysis) preferred
• CFA Level 1/2 preferred

• Proficiency with core Microsoft Office products