Senior Business Analyst with Wealth Management experience
hace 12 días
New York
We currently have a career opportunity for a Lead Business Consultant to join our team. Job Overview: The role of the Business Consultant is for individuals passionate about identifying and delivering the right Business solution for each client. Our Business Consultants have a keen Business orientation with an understanding of how technology can be effectively applied to meet a variety of Business needs. Our Business Consultants fill a number of different roles on our project teams working with a variety of technologies for a wide range of clients. The specific responsibilities vary for each client and each project. Key to the success of our Business Consultants is the willingness and desire to quickly learn the client's industry and the unique requirements of each engagement and to fill whatever role may be required to best support our client's needs. A Business Consultant thrives in challenging environments and accomplishes difficult assignments without significant supervision and instruction. Our Consultants can handle the stress of being accountable for delivery and: complete goals on time, practice strong attention to detail, persevere through tough obstacles, and do not get easily discouraged. The Lead Business Consultant is a key delivery point of contact and will be involved in the strategic planning of an engagement or helping the client make decisions about their future IT direction. Once a project has begun, the Lead Business Consultant will facilitate key requirements with stakeholders and customers using standard and User Experience techniques. The Lead Business Consultant may be responsible for functional designs, detailed designs and system mapping, wireframes, requirement specifications, and prototypes. The Lead Business Consultant works directly with Senior Project Managers and assist with daily operations exercising time management, communication and collaboration in a fast-paced environment to ensure the successful delivery of projects. The Lead Business Consultant will interface with Perficient technical and business delivery personnel, as well as vendors and customers on a regular basis. Will mentor junior Consultants. Perficient is always looking for the best and brightest talent and we need you! We're a quickly-growing, global digital consulting leader, and we're transforming the world's largest enterprises and biggest brands. You'll work with the latest technologies, expand your skills, and become a part of our global community of talented, diverse, and knowledgeable colleagues. RESPONSIBILITIES • Build trusted client relationships through proactive account management and effective project delivery., • Establishes knowledge of client business challenges and priorities to translate into opportunities., • Maintains regular client communication and satisfaction, ensuring opportunities and challenges are addressed in a timely manner., • Helps deliver presentations to clients and management teams., • Contributes to project discoveries, kickoff, prepare proposals and statements of work following company standards., • Translate client's business needs into detailed business requirements documents, use cases and systems interaction diagrams., • Works with customers to establish approved wireframes and mock-ups for solutions., • Assists project team to establish high, mid, and micro level plans for project team., • Helps to establish critical path, milestones, delivery dates, and review client deliverables to ensure they meet client acceptance criteria., • Provides leadership throughout the lifecycles of a project, guiding the understanding the project team has through design and development to ensure project requirements are met., • Helps establish project test strategy, methodologies, test plans as well as assist with test execution., • Instills team commitment to company delivery methodologies and practices. QUALIFICATIONS • 10 years' experience doing business or data analysis in the wealth management industry., • Strong knowledge of statement reporting, client reporting, and related processes., • Hands-on experience with WOP and SWOP workflows., • Proven ability to write clear and detailed procedure documentation., • Excellent communication skills to work effectively with both business stakeholders and technical teams., • Proficiency in requirements gathering, functional specifications, and process mapping., • Familiarity with reporting tools and data analysis., • Demonstrated ability to leverage AI tools to enhance productivity, streamline workflows, and support data-informed task execution., • Familiarity with AI-enhanced platforms is a plus., • A solid understanding of AI capabilities and limitations including ethical considerations is expected Our Financial Services team empowers leading financial institutions to accelerate digital transformation and achieve sustainable growth. We bring together deep industry expertise and innovative technologies, including AI, to help clients reimagine their operations, enhance customer experiences, and stay ahead in a rapidly evolving market. From intelligent data platforms and customer analytics to AI-driven risk management and compliance solutions, we help firms operate more efficiently, build loyalty, and drive measurable impact. ADDITIONAL INFORMATION Perficient, Inc. proudly provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a protected veteran in accordance with applicable federal, state and local laws. Perficient, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Perficient, Inc. expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, genetic information, disability, or covered veterans. Improper interference with the ability of Perficient, Inc. employees to perform their expected job duties is absolutely not tolerated. Disability Accommodations: Perficient is committed to providing a barrier-free employment process with reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, please contact us. Applications will be accepted until the position is filled or the posting is removed. The salary range for this position takes into consideration a variety of factors, including but not limited to skill sets, level of experience, applicable office location, training, licensure and certifications, and other business and organizational needs. The new hire salary range displays the minimum and maximum salary targets for this position across all US locations, and the range has not been adjusted for any specific state differentials. It is not typical for a candidate to be hired at or near the top of the range for their role, and compensation decisions are dependent on the unique facts and circumstances regarding each candidate. A reasonable estimate of the current salary range for this position is $ 64,974 to $ 149,880. Please note that the salary range posted reflects the base salary only and does not include benefits or any potential variable compensation programs. Information regarding the benefits available for this position are in our benefits overview. #LI-MG1 #LI-Wealth Management ABOUT US Perficient is the global AI-first consultancy. Our team of strategists, designers, technologists, and engineers partners with the world's most innovative enterprises and admired brands to deliver real business results through the transformative power of AI. As part of our AI-First strategy, we empower every employee to build AI fluency and actively engage with AI tools to drive innovation and efficiency. We break boundaries, obsess over outcomes, and shape the future for our clients. Join a company where bold ideas and brilliant minds converge to redefine what's possible - while building a career filled with growth, balance, and purpose.