Wealth Advisory: Business & Quality Analyst

EROS Technologies Inc.; Oaks (PA); On-site; USD 65,000 - 90,000; Full time

Job summary

A technology solutions provider located in Oaks, Pennsylvania is seeking a SWP Business and Quality Analyst. This role emphasizes active participation in wealth advisory services, building relationships, and gathering client requirements. The ideal candidate will complete complex assignments independently and collaboratively while driving quality assurance efforts. The position involves interaction with clients to ensure deliverables meet expectations, recommending process improvements, and documenting key decisions. Candidates who meet these criteria are encouraged to apply.

Responsibilities

• Participate in Wealth Advisory Services Implementation and Configuration teams.
• Establish relationships with the business community.
• Work with clients and technical teams to deliver business requirements.
• Complete assignments of moderate to high complexity and risk.
• Recommend innovations and modifications to improve processes.
• Gather business requirements from prospects and clients.
• Document key decisions and functional requirements.
• Drive quality assurance with acceptance tests as needed.

Job description

A technology solutions provider located in Oaks, Pennsylvania is seeking a SWP Business and Quality Analyst. This role emphasizes active participation in wealth advisory services, building relationships, and gathering client requirements. The ideal candidate will complete complex assignments independently and collaboratively while driving quality assurance efforts. The position involves interaction with clients to ensure deliverables meet expectations, recommending process improvements, and documenting key decisions. Candidates who meet these criteria are encouraged to apply.