Position Summary The Senior Business Analyst, Wealth Technology is responsible for leading the definition, documentation, and execution of business processes and technology initiatives across the organization, with a primary focus on Salesforce initiatives for advisor and operations teams.

Requirements

, user stories, workflows, and solution recommendations. The Senior Business Analyst will help drive improvements that streamline processes, enhance user experience, increase adoption, and support the ongoing evolution of Salesforce and related wealth technology platforms.

, testing, and change readiness activities across multiple initiatives. This position is hybrid with 3 days/week onsite in St. Louis.

gathering, process analysis, and solution design efforts for Salesforce development and enhancement initiatives supporting advisor and operations teams. Partner with business stakeholders, product owners, platform engineers, vendors, and end users to understand business needs, identify pain points, and recommend scalable process and technology improvements.

into clear user stories, acceptance criteria, workflow diagrams, process documentation, and functional specifications. Serve as a subject matter expert on advisor and operations workflows, helping ensure solutions align with business objectives and user experience goals. Lead discovery sessions, design discussions, demos, and working sessions with cross-functional teams.

Evaluate current-state processes and define future-state workflows that improve efficiency, reduce manual effort, and support consistent adoption. Support prioritization of enhancements by helping assess business value, user impact, dependencies, risks, and implementation complexity.

, design, development support, testing, release readiness, deployment, and post-launch support.

, process flows, user stories, decision logs, training materials, release notes, and support documentation. Help enable decision-making by identifying risks, surfacing issues, documenting trade-offs, and recommending options to remove implementation barriers. Provide guidance and support to junior business analysts or project team members, as needed.

Collaborate with change management, training, and business leadership teams to support user readiness, adoption, and effective communication of new capabilities.

gathering, user story development, testing, user support, reporting, configuration support, or enhancement delivery. Experience working with advisor, operations, financial services, wealth management, client service, or CRM-enabled workflows strongly preferred.

discussions, facilitate cross-functional working sessions, and translate business needs into actionable technology deliverables.

Responsibilities

Lead

for select initiatives, including coordinating timelines, tracking milestones, managing dependencies, facilitating status updates, and helping drive workstreams to completion. Lead or support functional testing, regression testing, user acceptance testing, defect triage, and validation of process and user experience improvements.

Qualifications

5+ years of experience in business analysis, technology delivery, product support, solution design, or CRM enhancement delivery.