Senior Business Analyst

Job Description:

At Adhesion Wealth, we believe in nurturing talent and providing opportunities for professional growth. As an IT Business Systems Analyst, you'll have the chance to work on diverse projects, learn from experienced professionals, and develop a strong foundation in business analysis. Our collaborative and supportive environment will enable you to thrive and contribute to our mission of delivering exceptional solutions to our clients. 

The Job/What You'll Do: 

We’re seeking a strategic and detail-oriented Business Analyst with Product Development expertise to join our growing product team. This role is critical in bridging the gap between business needs and technical solutions. You’ll work closely with product managers, engineers, designers, and QA specialists to ensure we deliver exceptional products that meet our users' needs. 

This is a highly collaborative role where your analytical skills, attention to detail, and passion for problem-solving will directly contribute to our product development lifecycle and overall success. 

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office. 

Responsibilities: 

• Assist in gathering and documenting business requirements, use cases, and functional specifications from stakeholders across various departments. 
• Collaborate with cross-functional teams to understand and analyze existing business processes and systems. 
• Conduct market and competitive analysis. Conduct research and data analysis to identify process improvement opportunities ,and inform product strategies and roadmaps.to identify process improvement opportunities and potential solutions. 
• Participate in the development of business requirement documents, process maps, and other relevant artifacts. 
• Translate business needs into clear, actionable technical specifications for the development team.
•  Support user acceptance testing activities to define test cases, execute testing, and ensure product quality meets business requirements, and ensure proper implementation of solutions. 
• Develop a strong understanding of the company's products, services, and industry best practices. 
• Facilitate cross-team communication to align priorities, resolve challenges, and ensure timely delivery of product milestones. Maintain effective communication with project teams, business partners, and IT staff. 
• Continuously enhance your knowledge and skills in business analysis methodologies and tools. 

Knowledge, Skills & Abilities: 

• Strong analytical and problem-solving skills, with the ability to break down complex problems and provide actionable insights.. 
• Exceptional verbal and written communication skills, with the ability to align diverse teams and stakeholders. Excellent written and verbal communication abilities. 
• A keen eye for detail to ensure accuracy in requirements, testing, and product delivery. 
• Proficiency in Microsoft Office Suite (Word, Excel, Visio, PowerPoint, and Outlook) and tools like Jira, Confluence, and wireframing tools (e.g., Figma) 
• Familiarity with business analysis tools and techniques (e.g., process mapping, use case modeling, requirements gathering). 
• Proven ability to work collaboratively in a fast-paced, cross-functional team environment Ability to work collaboratively in a team environment and adapt to changing priorities. 
• Knowledge of the financial services industry or wealth management is a plus. 

Education & Experience: 

• Bachelor's degree in Computer Science, Information Technology, Business Administration, or a related field. 
• 3-5 years of experience in business analysis, process improvement, product management, quality assurance, or a related role. 

Compensation: The Base Salary range for this position is between $100,000-$110,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#LI-DNI

Due to the sensitive nature of the information that this role needs to access, AssetMark will be required to collect from applicants for this role, elements of Personally Identifiable Information in order to comply with governmental requirements.

Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.