Senior Business Analyst
Avantos
Senior Business Analyst
Avantos
AI-driven platform for client lifecycle management
Avantos is building the industry’s first AI-native operating system for financial services, redefining how firms onboard clients, deliver advice, and manage core servicing workflows. Our platform unifies fragmented data, automates complex processes, and embeds intelligent decision-making across every step of the client lifecycle.
We partner with leading financial institutions and are scaling rapidly. We’re an execution-driven, design-obsessed, product-led team composed of founders and leaders from Wharton, MIT, top design programs, and prior unicorn SaaS companies. We move fast, solve deep industry problems, and build technology that puts users back in control of their workflows.
If you love client impact, product design, complex problem solving, and bringing AI-enabled change to real-world businesses, Avantos is where you will thrive.
We're looking for a Senior Business Analyst to join our Product team and help bridge the gap between our clients, client-facing teams, and product development.
You'll work closely with Product, Engineering, and Client teams to translate business needs into clear product requirements, document business rules, and help shape scalable solutions across financial services.
Our initial focus is wealth management, particularly account opening, funding, and custodian integrations. Over time, you'll expand into new domains, including insurance, banking, and other areas of financial services.
Your role will include:
Work with Client and Product teams to understand client needs and translate them into product requirements and use cases.
Research, document, and maintain business rules across custodian integrations, workflows, and financial products.
Identify common patterns across clients to help build reusable, scalable product capabilities.
Collaborate with Engineering and Product to clarify requirements, resolve edge cases, and support implementation.
Develop expertise in new financial services domains as the platform expands.
5+ years in a business analyst/operations/product role
Strong analytical and problem-solving skills, with the ability to break down complex business processes.
Comfortable working with ambiguity, asking questions, and figuring things out without having all the answers upfront.
Strong communication skills and ability to work across technical and non-technical teams.
Curious, proactive, and willing to learn new domains and technologies.
Experience as a Business Analyst or Subject Matter Expert in financial services.
Experience working with technology teams to build financial services products.
Experience working directly with clients and business stakeholders.
Familiarity with wealth management operations, account opening, funding, or custodian integrations.
MBA or advanced technical degree
Competitive compensation + meaningful equity.
Opportunity to define the technical foundation of a greenfield AI platform.
A culture optimized for technical excellence, focus, deep work, and ownership
Avantos provides an AI-native operating system for financial institutions to manage the entire client lifecycle, from onboarding to servicing. It uses a knowledge graph to connect client data, products, service teams, and workflows so AI agents can reason across relationships, orchestrate work, and execute tasks, with features like AI co-pilots, automated workflow orchestration, a SmartBuilder, and pre-built connectors to CRMs and portfolio tools. The platform moves beyond data insights by enabling cross-functional execution and end-to-end automation on a single system, differentiating itself from firms that rely on fragmented legacy software. Its goal is to deliver a consistent, personalized, and compliant client experience across wealth management, insurance, retirement, and banking by consolidating disparate systems into one intelligent operating system.
Explore more opportunities at Avantos