Job Details

Contract consulting opportunity for an experienced BSA with wealth management or advisory environment experience. This role can be remote (based in United States) or if local to MN there is the opportunity to have hybrid onsite time.

We are seeking a seasoned Business Systems Analyst(BSA) to support Separately Managed Account (SMA) initiatives within a Wealth Management environment. This role serves as a critical liaison between Business and IT, translating business needs into clear, actionable functional requirements while supporting delivery, testing, and implementation activities.

The ideal candidate brings strong traditional BSA/BA experience combined with hands-on Wealth Management and SMA domain knowledge, thrives in ambiguity, and is comfortable working independently within highly matrixed, agile environments.

Key Responsibilities

Business Analysis & Requirements

• Act as the primary liaison between Business stakeholders and Technology teams
• Facilitate discussions to elicit, analyze, document, and validate business requirements
• Translate business requirements into detailed functional specifications aligned to system capabilities
• Manage requirements traceability and change control throughout the project lifecycle
• Collaborate with architects and technical partners to ensure solutions align with business objectives

• Develop a deep understanding of business processes, data flows, and system interdependencies
• Analyze complex system and process issues and recommend improvements or new designs
• Identify risks, issues, and dependencies; propose mitigation strategies

• Create and execute test plans, including test cases, scripts, and production check-out activities
• Ensure testing environments and test data adequately support all test scenarios
• Participate in defect triage, issue resolution, and validation of fixes
• Support implementation readiness and post-deployment verification

• Develop and maintain business, functional, and technical documentation
• Create/update user guides, procedural manuals, and operational support documentation
• Ensure deliverables align with project governance standards and methodologies (e.g., CMMi)
• Provide regular status updates to project managers and senior leadership

• 7+ years of experience as a Business Systems Analyst or Business Analyst
• Wealth Management experience required, with direct exposure to Separately Managed Accounts (SMA)
• Strong business analysis skills, including requirements gathering and documentation
• Experience working with managed account platforms and model delivery processes
• Testing experience required (test planning, execution, defect management)
• Strong written and verbal communication skills with the ability to influence across all levels
• Comfortable working in highly matrixed, cross-functional, and agile environments
• Self-motivated with the ability to work independently and navigate ambiguity
• Proficiency with BA tools such as Jira, Confluence, Visio, or similar

• Experience supporting advisory platforms or wealth management technology solutions
• Solid analytical, quantitative, and problem-solving skills
• Ability to manage multiple priorities under tight deadlines
• Bachelor's degree in Computer Science, Business, or a related field (or equivalent experience)