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Momentum Wealth is seeking a Senior Operations Business Analyst to define, refine, and optimize core operational processes, systems, and controls across high-volume wealth operations. The role focuses on automating transaction pipelines, strengthening reconciliation workflows, and building audit-ready controls to ensure precision and regulatory compliance.
The incumbent will design automated workflow engines, oversee exception handling, and collaborate with IT vendors to translate pain points
Momentum Wealth is seeking a Senior Operations Business Analyst to define, refine, and optimize core operational processes, systems, and controls across high-volume wealth operations. The role focuses on automating transaction pipelines, strengthening reconciliation workflows, and building audit-ready controls to ensure precision and regulatory compliance.
The incumbent will design automated workflow engines, oversee exception handling, and collaborate with IT vendors to translate pain points