Senior Technical Business Analyst – Wealth & Trust Modernization

Software Guidance & Assistance, Inc. (SGA, Inc.); Cincinnati (OH); On-site; USD 110,000 - 140,000; Full time

Job summary

Software Guidance & Assistance, Inc. (SGA, Inc.) is seeking a Senior Technical Business Analyst – Wealth & Trust Modernization for a contract assignment with a premier Financial Services client in Cincinnati, OH, Farmington Hills, MI, Frisco, TX or Charlotte, NC.

The role focuses on modernizing a legacy Wealth and Trust Accounting platform and related technology architecture. The ideal candidate will blend business analysis, technical insight, and executive communication, documenting high-level

Qualifications

• 8+ years of experience as a Business Analyst, Technical Business Analyst, or Business Systems Analyst.
• Experience supporting large-scale modernization, transformation, migration, or architecture initiatives.
• Strong understanding of software development methodologies (SDLC, Agile, Waterfall, or hybrid).
• Ability to translate business requirements into technical requirements and vice versa.
• Experience with APIs, integrations, databases, data flows, and enterprise architectures.
• Excellent documentation skills including BRDs, Functional Requirements, Process Flows, Gap Analyses, User Stories, Architecture Documentation.
• Advanced PowerPoint and presentation development skills.
• Exceptional written and verbal communication.
• Experience presenting to executive leadership and technical architecture teams.

Responsibilities

• Partner with stakeholders to define modernization objectives and outcomes.
• Gather, document, and validate requirements.
• Analyze current-state processes, systems, data flows for Wealth and Trust operations.
• Create business capability maps, process flows, use cases, and requirements.
• Identify dependencies, gaps, risks, and opportunities.
• Facilitate stakeholder workshops and requirements sessions.
• Translate architecture concepts into business-friendly docs and presentations.
• Support application rationalization, platform transformation, system integration, and modernization.
• Document architecture decisions, assumptions, dependencies, and roadmaps.
• Collaborate with development teams to ensure alignment.
• Develop executive-level presentations, strategy decks, and modernization updates.
• Provide status, risks, and recommendations to leadership.
• Serve as trusted advisor between business and technology teams.
• Drive alignment on requirements, scope, priorities.

Skills

Business Analysis

Technical Liaison

Executive Communication

SDLC Knowledge

Agile/Waterfall

Documentation

Presenter to Leadership

Stakeholder Management

Job description

Software Guidance & Assistance, Inc., (SGA), is searching for a Senior Technical Business Analyst – Wealth & Trust Modernization for a contract assignment with one of our premier Financial Services clients in Cincinnati, OH, Farmington Hills, MI, Frisco, TX or Charlotte, NC.

Responsibilities:

Seeking a highly skilled Technical Business Analyst to support a strategic initiative focused on modernizing a legacy Wealth and Trust Accounting platform and associated technology architecture. This role will serve as a key liaison between business stakeholders, enterprise architecture teams, technology delivery organizations, and executive leadership.

The ideal candidate will possess a strong blend of business analysis, technical acumen, and executive communication skills. This individual must be comfortable understanding current-state and future-state architectures, documenting high-level business and technical requirements, facilitating workshops, and developing executive-ready presentations that help guide strategic decision-making.

Experience within Wealth Management and Trust Accounting environments is essential. Familiarity with Trust Accounting platforms such as: Global Plus, Unity, AM Trust, or similar solutions is highly desirable.

Business Analysis & Requirements Management

• Partner with business stakeholders, product owners, architects, and technology teams to define modernization objectives and business outcomes.
• Gather, document, and validate business, functional, and high-level technical requirements.
• Analyze current-state processes, systems, integrations, and data flows supporting Wealth and Trust operations.
• Create business capability maps, process flows, use cases, user stories, and requirement documentation.
• Identify dependencies, gaps, risks, and opportunities within the existing architecture.
• Facilitate stakeholder workshops and requirements sessions across business and technology organizations.

Technology & Architecture Support

• Work closely with Enterprise Architects and Solution Architects to understand legacy and target-state architecture.
• Translate complex technical concepts into business-friendly documentation and presentations.
• Support application rationalization, platform transformation, system integration, and modernization initiatives.
• Assist in evaluating current applications, interfaces, data models, and technology platforms.
• Document architecture decisions, assumptions, dependencies, and modernization roadmaps.
• Collaborate with development and engineering teams to ensure requirements align with solution design.

Executive Communication & Strategic Planning

• Develop executive-level presentations, strategy decks, architecture summaries, and modernization updates.
• Create materials for leadership reviews, steering committees, architecture governance boards, and project sponsors.
• Present findings, recommendations, and analyses to senior management and technology leadership.
• Provide clear communication regarding project status, risks, recommendations, and future-state planning.

Stakeholder Management

• Serve as a trusted advisor between business, operations, architecture, and technology teams.
• Build consensus among stakeholders with competing priorities.
• Facilitate discussions across multiple business units and technical teams.
• Drive alignment on requirements, scope, priorities, and business outcomes.

Required Skills

• 8+ years of experience as a Business Analyst, Technical Business Analyst, or Business Systems Analyst.
• Demonstrated experience supporting large-scale modernization, transformation, migration, or architecture initiatives.
• Strong understanding of software development methodologies, SDLC, Agile, Waterfall, or hybrid delivery models.
• Experience translating business requirements into technical requirements and vice versa.
• Ability to understand APIs, integrations, databases, data flows, and enterprise system architectures.
• Strong documentation skills including:
  • Business Requirements Documents (BRDs)
  • Functional Requirements
  • Process Flows
  • Gap Analyses
  • User Stories
  • Architecture Documentation
• Advanced PowerPoint and presentation development skills.
• Exceptional written and verbal communication skills.
• Experience presenting to executive leadership and technical architecture teams.

Industry Experience

• Candidates must have experience in one or more of the following areas:
  • Wealth Management
  • Trust Accounting
  • Trust Operations
  • Asset Management
  • Custody Services
  • Investment Operations
• Strong understanding of:
  • Trust and fiduciary accounting
  • Investment accounting
  • Portfolio accounting
  • Wealth servicing operations
  • Client reporting and statement processing
  • Asset custody and trust administration

The successful candidate is someone who can:

• Quickly understand complex Wealth and Trust business processes and platforms.
• Speak comfortably with architects, engineers, business leaders, and executives.
• Navigate both business strategy and technical discussions.
• Produce high-quality executive presentations and recommendation decks.
• Drive requirements gathering and stakeholder alignment for modernization initiatives.
• Effectively bridge the gap between business users and technology teams while helping shape the future-state architecture vision.

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.