Senior BA - Wealth Management jobs in United States
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Largeton Group · 1 day ago

Senior BA - Wealth Management

Largeton Group is seeking a Senior Business Analyst to support wealth management initiatives, focusing on business processes and stakeholder requirements. The role involves collaborating with stakeholders to gather and document requirements, supporting testing activities, and ensuring project deliverables align with business objectives.

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H1B Sponsor Likelynote

Responsibilities

Act as a Senior Business Analyst supporting wealth management and advisory initiatives
Work with business stakeholders to gather, analyze, and document requirements
Collaborate with cross-functional teams in a matrixed environment
Support testing activities, including UAT planning and validation
Ensure project deliverables align with business objectives and regulatory requirements
Adapt to evolving business processes and project needs

Qualification

Business Analyst experienceWealth management experienceStakeholder requirements gatheringManaged accounts experienceCommunication skills

Required

8+ years of experience as a Business Analyst, preferably in wealth management or financial services
Strong written and verbal communication skills
Ability to work independently in a remote environment and manage multiple priorities

Preferred

Experience working in advisory or investment management environments is preferred
Experience with managed accounts is a plus

Company

Largeton Group

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Largeton Group is a delivery engine for large staffing firms.

H1B Sponsorship

Largeton Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (10)
2023 (8)
2022 (6)
2021 (7)
2020 (11)

Funding

Current Stage
Growth Stage

Leadership Team

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Ashutosh Tripathi
Managing Partner
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Saurabh Prakash
Client Partnership Manager.
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Company data provided by crunchbase