Business Analyst(Wealth Management)

Trident Consulting; Saint Petersburg (FL); Hybrid; USD 82,656 - 89,544; Full time

Job summary

A premier IT staffing firm is seeking a Business Analyst specialized in Wealth Management to work in a hybrid role in Saint Petersburg, FL. The role requires over 10 years of business analysis experience with expertise in investment products and strong stakeholder management skills. The ideal candidate will translate complex business requirements into actionable insights and ensure regulatory compliance, contributing to the firm's success in providing high-impact workforce solutions to clients.

Skills

Business Analysis

Investment Products

Advisor/RIA Engagement Models

Client Lifecycle Management

Capital Markets Knowledge

Technology Orientation

Regulatory Compliance

Stakeholder Management

Documentation Skills

Business Requirement Translation

Job description

Business Analyst (Wealth Management)

Location: Saint Petersburg, FL (Hybrid)

Type: W2 Contract

Base pay range: $60.00/hr – $65.00/hr

Required Skills

• 10+ years of experience in Business Analysis, preferably within Wealth Management or Private Banking
• Strong understanding of investment products and portfolio management
• Experience with advisor/RIA engagement models and reporting
• Knowledge of client lifecycle management and digital wealth platforms
• In‑depth understanding of capital markets and financial instruments
• Solid technology orientation with hands‑on experience in data‑driven and digital systems
• Proven experience working in regulated financial environments with a strong focus on compliance
• Excellent stakeholder management, communication, and documentation skills
• Ability to translate complex business requirements into clear, actionable insights

About Trident

Trident Consulting is a premier IT staffing firm providing high‑impact workforce solutions to Fortune 500 and mid‑market clients. Since 2005, we’ve specialized in sourcing elite technology and engineering talent for contract, direct hire, and managed services roles. Our expertise spans cloud, AI/ML, cybersecurity, and data analytics, supported by a 3M+ candidate database and a 78% fill ratio.