Scalence L.L.C. · 1 week ago
Business Analyst - Insurance Advisory
New York, NY
Full-time
Hybrid
Mid LevelScalence L.L.C. is a company focused on providing advisory services in the insurance domain, and they are seeking a Business Analyst with expertise in wealth management products. The role involves collaborating with stakeholders to integrate business rules and enhance client servicing while leading complex programs related to CRM systems and regulatory compliance.
Information Technology & Services
Responsibilities
Product Expertise Deep understanding of wealth management products such as investment portfolios, estate planning, tax optimization, trust Services, insurance advisory, and retirement planning, Alternate Investment
Client Platforms Experience with Client Online, Advisor Desktop, and Client Associate Servicing Portal platforms, including workflow and operations support
Program Leadership Proven track record of working on complex programs involving CRM systems, account onboarding, e-delivery consent, and regulatory compliance
Stakeholder Engagement Collaborate with advisors, operations, and compliance teams to ensure seamless integration of business rules and client servicing enhancements
Qualification
Required
Deep understanding of wealth management products such as investment portfolios, estate planning, tax optimization, trust Services, insurance advisory, and retirement planning, Alternate Investment
Experience with Client Online, Advisor Desktop, and Client Associate Servicing Portal platforms, including workflow and operations support
Proven track record of working on complex programs involving CRM systems, account onboarding, e-delivery consent, and regulatory compliance
Collaborate with advisors, operations, and compliance teams to ensure seamless integration of business rules and client servicing enhancements
Familiarity with platforms like D365, Salesforce, Portfolio Analytics, and data modeling tools
Ability to translate business needs into functional specifications
Strong capability in financial analysis, risk assessment, and scenario modeling for high-net-worth clients
Excellent verbal and written communication skills to engage with cross-functional teams and senior stakeholders
Preferred
Preferred certifications include CFA, CFP, FRM, or other financial industry credentials that validate domain expertise
Company
Scalence L.L.C.
In today’s dynamic and competitive market, success hinges on mastering three key areas: Data Intelligence, Business Resilience, and Digital Experience.
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase