Strategic Wealth & Trust Modernization Analyst

Software Guidance & Assistance, Inc. (SGA, Inc.)

Cincinnati (OH)

On-site

USD 110,000 - 140,000

Full time

8 days ago

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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.