Private Wealth Business Analyst Overview • The Private Wealth Business Analyst will lead initiatives to enhance operational efficiency and scalability within the client’s wealth management division. • Collaborate with cross-functional teams to identify process improvements and implement strategic solutions for client service journeys. • Develop and maintain journey maps, process flows, and training materials to optimize client onboarding and service processes. • Drive technology enablement initiatives, including requirements creation, user testing, and post-launch performance tracking. • Analyze operational models to recommend changes that improve efficiency and client outcomes. • Partner with data governance teams to ensure consistency in client and account data across systems. • Maintain and prioritize inventories of forms, documentation, and known technology enhancements. • Contribute to the organization’s strategic goals by leveraging analytical and operational expertise. Private Wealth Business Analyst Key Responsibilities & Duties • Own and enhance the Client Service journey, including transacting, trading, maintenance, inquiry, and self-service processes. • Create and maintain journey maps, SOPs, playbooks, and training materials for client onboarding. • Identify friction points and recommend enhancements to reduce handoffs, processing times, and error rates. • Establish and track SLAs and KPIs to measure operational performance and client satisfaction. • Drive technology enablement initiatives, including requirements creation, user testing, and adoption tracking. • Partner with data governance teams to define and maintain client and account data dictionaries. • Inventory and rationalize Client Service forms and documentation to simplify workflows. • Maintain prioritization of known technology debt and enhancements for continuous improvement. Private Wealth Business Analyst Job Requirements • Bachelor’s degree in Business Administration, Finance, Operations Management, Engineering, or related field. • Minimum of 3 years of experience in Wealth Management or Private Banking; 5 years preferred. • Proficiency in process mapping, workflow analysis, and operational efficiency tools. • Experience with automation technologies and digital transformation initiatives. • Strong analytical skills and strategic thinking capabilities. • Exceptional written and verbal communication skills to simplify complexity. • Ability to manage multiple projects and influence stakeholders effectively. • Familiarity with change management principles and techniques.