Job Description

Candidates will work 4 days onsite in NJ / Downtown New York City, NY/ Alpharetta ,GA/ Menlo Park, CA

Client: Cannot disclose now but they are in banking domain

The ideal candidate must have the following:

Candidate with 15 years of experience and 7 + yrs expertise with Wealth management and brokerage

He will be involved in breaking high level technical requirement into detailed technical requirement

Involved in Agile process with technology team

Experience with E trade and any brokerage related platforms

Strong understanding of cryptocurrencies, blockchain fundamentals, DeFi, Web3, and token economics

Job Location: NJ / Down town New York City, NY/ Alpharetta ,GA/ Menlo Park, CA (3-4 days onsite)

Job Title: Business Analyst Wealth Management

Duration: 12 Months +

Target Start Date: ASAP

Required Qualifications :

Candidate with 15 years of experience and 7 + yrs expertise with Wealth management and brokerage

He will be involved in breaking high level technical requirement into detailed technical requirment

Involved in Agile process with technology team

Experience with E trade and any brokerage related platforms

Strong understanding of cryptocurrencies, blockchain fundamentals, DeFi, Web3 , and token economics

Key Responsibilities

Product Ownership & Strategy

• Own and manage the product backlog for platforms supporting brokerage, wealth management, and digital asset operations
• Define product vision, roadmap, and priorities aligned with business and regulatory requirements
• Translate business goals into epics, user stories, and acceptance criteria
• Act as the primary point of contact between stakeholders and delivery teams

Business Analysis

• Elicit, analyze, and document business requirements across front, middle, and back office functions
• Map end-to-end workflows including order management, trade execution, clearing, settlement, custody, and reconciliation
• Identify process gaps, inefficiencies, and automation opportunities
• Support UAT planning, execution, and defect triage

Operations & Reconciliation

• Work closely with operations teams on:
  • Cash, position, and trade reconciliations
  • Break management and exception handling
  • Corporate actions and fees processing
• Ensure systems support accurate and timely reporting across internal and external counterparties

Crypto & Digital Assets (Preferred)

• Support products involving crypto trading, custody, wallets, tokenized assets, or digital asset reporting
• Understand differences between traditional and blockchain-based settlement models
• Collaborate with compliance and risk teams on controls, auditability, and regulatory alignment

Stakeholder & Delivery Collaboration

• Partner with engineering, QA, compliance, risk, and operations teams
• Participate in agile ceremonies (sprint planning, reviews, retrospectives)
• Ensure delivered solutions meet business, operational, and regulatory expectations

Required Qualifications

• 5+ years of experience as a Product Owner, Business Analyst, or similar role in financial services
• Strong background in brokerage and/or wealth management
• Solid understanding of middle office or back office functions , especially reconciliation and settlements
• Experience writing clear, testable business and functional requirements
• Familiarity with Agile/Scrum methodologies
• Excellent communication and stakeholder management skills

Preferred / Nice to Have

• Experience with crypto, digital assets, or blockchain-based platforms
• Knowledge of custody systems, OMS/EMS, clearing platforms, or fund accounting systems
• Exposure to regulatory environments (SEC, FINRA, MiFID, AML/KYC)
• Experience with data reconciliation tools, reporting platforms, or SQL
• CSPO, PMI-PBA, or similar certification

Key Skills

• Product backlog management
• Business process modeling
• Trade lifecycle & reconciliation
• Agile delivery
• Stakeholder communication
• Regulatory awareness
• Digital asset domain knowledge

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