Senior Business Analyst
LTM, Jersey City, NJ, United States
Role description
Job Title Technology Consultant Wealth Client Advisory with Project Management
The Technology Consultant will partner with Wealth Management and Client Advisory teams to deliver technologydriven solutions while leading and managing projects endtoend The role combines domain expertise in wealth platforms with strong client engagement and project governance capabilities
Key Responsibilities
Act as a trusted technology advisor for Wealth Management and Client Advisory stakeholders aligning solutions to business objectives
Lead endtoend delivery of technology initiatives including planning execution monitoring risk management and closure
Translate wealth business requirements into functional and technical specifications for delivery teams
Manage clientfacing engagements ensuring clear communication expectation setting and stakeholder alignment
Oversee project schedules budgets dependencies and resource allocation across multiple workstreams
Coordinate across crossfunctional teams engineering QA data operations vendors to ensure timely delivery
Ensure compliance with regulatory security and governance standards applicable to wealth platforms
Identify process improvements and technology optimization opportunities across client onboarding advisory and portfolio workflows
Provide regular status reporting executive dashboards and escalation management to senior leadership and clients
Support change management user adoption and postimplementation stabilization
Required Skills Experience
Strong understanding of Wealth Management domains advisory portfolio management client onboarding reporting
Proven experience delivering technology projects in a consulting or clientfacing environment
Handson project management experience
Excellent stakeholder management and communication skills
Ability to work with senior business leaders product owners and technology teams
Experience working with wealth platforms or digital advisory solutions
PMP PRINCE2 Agile or SAFe certifications are a plus
Experience in BFSI environments with regulatory exposure
Job Title Technology Consultant Wealth Client Advisory with Project Management
The Technology Consultant will partner with Wealth Management and Client Advisory teams to deliver technologydriven solutions while leading and managing projects endtoend The role combines domain expertise in wealth platforms with strong client engagement and project governance capabilities
Key Responsibilities
Act as a trusted technology advisor for Wealth Management and Client Advisory stakeholders aligning solutions to business objectives
Lead endtoend delivery of technology initiatives including planning execution monitoring risk management and closure
Translate wealth business requirements into functional and technical specifications for delivery teams
Manage clientfacing engagements ensuring clear communication expectation setting and stakeholder alignment
Oversee project schedules budgets dependencies and resource allocation across multiple workstreams
Coordinate across crossfunctional teams engineering QA data operations vendors to ensure timely delivery
Ensure compliance with regulatory security and governance standards applicable to wealth platforms
Identify process improvements and technology optimization opportunities across client onboarding advisory and portfolio workflows
Provide regular status reporting executive dashboards and escalation management to senior leadership and clients
Support change management user adoption and postimplementation stabilization
Required Skills Experience
Strong understanding of Wealth Management domains advisory portfolio management client onboarding reporting
Proven experience delivering technology projects in a consulting or clientfacing environment
Handson project management experience
Excellent stakeholder management and communication skills
Ability to work with senior business leaders product owners and technology teams
Experience working with wealth platforms or digital advisory solutions
PMP PRINCE2 Agile or SAFe certifications are a plus
Experience in BFSI environments with regulatory exposure