This role will support the Wealth Management business by working directly with the Business Architect of Advisory Platforms. This role will be responsible for working with cross functional teams and business stake holders to define and document business requirements for the CRM application. In addition, the role will be responsible for documenting current and to be business processes and understand data and technologies needed to support the to be processes. The ability to partner with multiple parties such as our Line of business experts, our internal IT development and support groups, and our third party solution provider is critical to the success of this role. Knowledge of Salesforce is key and ability to do simple SFDC administration on behalf of the business is highly preferred.
This role requires strong formal senior business analysis, interpersonal, relationship building and leadership skills. Prior experience supporting Trust and Investments projects is also required. The role will manage multiple aspects of the platform concurrently, interface with internal and external resources to ensure successful project delivery, and meeting client needs through all project phases. The candidate will be required to coordinate and manage project activities of external consultants and internal subject matter experts within various project tasks. The role will also require the candidate to act as a consultant and partner with senior leadership to develop project strategy and direction to meet long term business goals.
Bachelor's degree or equivalent work experience
At least 10 years experience with activities, tasks, practices and deliverables for assessing and documenting business opportunities, benefits, risks, and success factors of potential applications.
This role requires a working knowledge of Salesforce
Experience supporting Wealth Management Trust and Investments technology projects
Ability to re-design business processes
Ability to translate and deliver actionable, high-impact plans that improve CRM, relationship management, leads, referrals, business workflow
Communicate effectively with business partners and stakeholders to assess support needs, assist in the identification of business needs
Demonstrated ability to break down and analyze multi-dimensional business and technical issues
Experience in integrating information from a variety of resources, formats and systems
Ability to thrive in a fast-paced work environment and manage multiple projects simultaneously
Possesses strong interpersonal, verbal, written and presentation communication, and negotiation skills
Ability to conduct an analysis of business needs, including scheduling meetings, planning agendas, conferring with business line leaders, documenting and making verbal and written presentations
Strong understanding of project life cycle testing methodologies
Increased as a Business Analyst or related experience with particular focus on Wealth Management functions for front office (advisors) and contact center
Masters Degree in business or related information technology competency (preferred).
Previous experience implementing SFDC or other CRM suite; ability to apply experience and best practices with SFDC or other CRM suite into optimal business solutions.
Advanced technical skills including SQL, PL/SQL, Microsoft Office, Visio & Project.
Prior experience with project management and workflow software tools