Remote Wealth Platform BA: Integrations & Requirements Lead

Stellent IT LLC; California (MO); On-site; USD 95,000 - 140,000; Full time

Job summary

Stellent IT LLC is seeking an experienced Business Analyst to lead collaboration with business users in designing and documenting requirements for a Wealth custodial platform. The analyst will bridge business needs and technical solutions, ensuring integration of investment and wealth management processes from account opening to back-office operations.

The role requires strong communication, proactive updates, and ownership of deliverables.

Qualifications

• Experience: 5-9 years as a business analyst in wealth management, custody, or investment operations.
• Experience documenting system integration requirements and translating business outcomes into integration architecture.
• Strong communication and ability to coordinate between business users, IT, vendors and risk partners.

Responsibilities

• Lead collaboration with business users to design and document requirements for the wealth custodial platform.
• Bridge business needs and technical solutions across account opening to back-office operations.
• Document integration requirements and support testing and readiness activities.

Skills

Requirements management

Data analysis

Communication

Problem solving

Tools

Visio

BPMN

Job description

Stellent IT LLC is seeking an experienced Business Analyst to lead collaboration with business users in designing and documenting requirements for a Wealth custodial platform. The analyst will bridge business needs and technical solutions, ensuring integration of investment and wealth management processes from account opening to back-office operations.

The role requires strong communication, proactive updates, and ownership of deliverables.