Description:

Job Summary

The Wealth Management Business Analyst will report to the Technology Lead and be responsible for supporting advisor application enhancement initiatives across the firm as well as manage project management functions of the technology team. This candidate will be highly driven, solution-focused individual that works well with internal and external partners at the highest levels of the organization. The analyst will liaise with various cross-functional partners across Trilogy to effectivity organize technical requirements, ask appropriate questions to understand enhancement requests, deliver impactful solutions to application end users, and present meaningful project status updates to Trilogy Leadership.

Essential Duties / Responsibilities

Ability to work with application end users to gain an in-depth understanding of business requirements; analyze, translate, enhance business requirements, and convert into technical requirements
Identify key issues and recommend technical enhancements to automate business and operational processes
Develop application, data mapping, diagrams, and flowcharts for developers and testers to follow
Meet and coordinate with internal and external stakeholders to establish project scope, priority, system goals, and requirements
Work with project team members to identify and monitor key tasks, dependencies or risks, responsible parties, and target dates for projects
Organize and present project status update reporting to Trilogy Leadership
Assist in development of technology communication, project implementation and training plans
Liaise with vendor counterparts to resolve production related issues

Pay Rate

$30.00 - $35.00 Hourly

PM21

Requirements:

Minimum Qualifications

Bachelor's degree in Technology or other business-related field or 4 years of experience in technology related field.
Minimum of 2-3 years of business analyst experience supporting application enhancements
Minimum of 2-3 years supporting Salesforce/Practifi CRM
Salesforce certification(s) are a plus
Experience in back-end settings/fields for financial technology applications
Form Titan experience is a plus
Experience in DocuSign is a plus
Experience in DocuPace is a plus
Experience or knowledge of agile project methodology
Proficiency in creating project status updates and leadership reporting
Excellent communication skills, both written and oral, are required to facilitate integration with key Trilogy stakeholders and management
Strong understanding of the Wealth Management industry
Exceptional organization and time management skills
Attention to detail and first-time accuracy
Ability to work under tight deadlines with high standards
Proficiency in Microsoft office (Word, Excel, PowerPoint)

PI84040d177c8a-29448-34870205

PDN-9caab7e2-9f6f-40da-b879-115e6362dde2

Trilogy Financial

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