Remote Wealth Platform BA III — Shape Requirements

Kforce Inc; Los Angeles (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

HSA

401(k)

Paid time off

Disability insurance

AD&D insurance

Job summary

Kforce Inc. is seeking an experienced Business Analyst III (Remote) to lead collaboration with business users in designing and documenting requirements for a Wealth custodial platform, bridging business needs with technical solutions and ensuring seamless integration across account opening to back-office operations.

The role requires strong communication, proactive updates, and ownership of deliverables, with the ability to map requirements, support testing, and coordinate with IT, vendors, and

Qualifications

• 5–9 years as a business analyst in wealth management or related investments.
• Experience with custodial platform implementations and cloud/SaaS integrations.
• Experience documenting system integrations and defining integration requirements.

Responsibilities

• Lead collaboration with business users to elicit and document requirements.
• Translate configuration decisions into documented requirements and integration architecture.
• Support testing activities and readiness and change management.

Skills

Requirements gathering

Document requirements

Stakeholder management

Business analysis

Process mapping

Tools

Visio

BPMN

Requirements management tools

Job description

Kforce Inc. is seeking an experienced Business Analyst III (Remote) to lead collaboration with business users in designing and documenting requirements for a Wealth custodial platform, bridging business needs with technical solutions and ensuring seamless integration across account opening to back-office operations.

The role requires strong communication, proactive updates, and ownership of deliverables, with the ability to map requirements, support testing, and coordinate with IT, vendors, and