Highlights
The ideal candidate will have experience working with financial advisor applications, wealth management platforms, business process improvements, and complex systems integrations. This role will work across Product, Technology, Operations, and business teams to define requirements and support delivery of advisor-facing solutions.
Numbers & Facts
| Location | El Segundo, CA |
| Industry | Staffing/Employment Agencies |
| Company Size | 500 to 999 employees |
| Year Founded | 1990 |
Description
Senior Technical Business Analyst
12 month contract
Location: US BASED/ Remote
The ideal candidate will have experience working with financial advisor applications, wealth management platforms, business process improvements, and complex systems integrations. This role will work across Product, Technology, Operations, and business teams to define requirements and support delivery of advisor-facing solutions.
Key Responsibilities
Partner with stakeholders to gather and document business and functional requirements.
Evaluate current-state advisor processes and define future-state improvements.
Translate business needs into detailed user stories, acceptance criteria, and technical specifications.
Collaborate with Product Owners, UX, Developers, QA, and business stakeholders.
Identify integration requirements and dependencies across advisor applications and downstream systems.
Support backlog refinement, solution design discussions, and release planning.
Coordinate UAT, defect resolution, and production readiness.
Maintain requirements traceability and documentation throughout the project lifecycle.
Required Qualifications
8+ years of Business Analyst or Business Systems Analyst experience.
Strong background in wealth management, brokerage, or financial advisor technology.
Experience supporting enterprise applications and digital platform initiatives.
Strong business process analysis, requirements gathering, and functional documentation skills.
Experience with Agile/Scrum, Jira, Confluence, and SDLC.
Ability to communicate effectively with business and technical stakeholders.
Preferred Qualifications
Previous experience with advisor-facing platforms.
Experience with Salesforce, Envestnet, Pershing, Fidelity, or similar financial services platforms.
Understanding of advisor onboarding, account servicing, portfolio management, and reporting.
Experience with API integrations, data mapping, and SQL.
Recruiting Priority: Candidates with hands-on advisor platform experience who can bridge business requirements and technical delivery.
About Company
For over two decades, Sharp Decisions has provided superior, award-winning service in strategic business and technology consulting services to government agencies at all levels, as well as domestic and global corporations. With subject matter expertise in Investment Banking, Finance, Healthcare, Media & Telecommunications, and Manufacturing, Sharp Decisions is well equipped to serve your needs.
Established in 1990 with headquarters in New York City, and locations in Princeton, Charlotte, Los Angeles, Phoenix, Europe and Canada, Sharp Decisions has been the technology backbone for a client portfolio that includes an array of well-known companies. As a Certified Woman-Owned Business Enterprise and approved vendor, Sharp Decisions offers a powerful, cost-effective advantage. We actively partner with other MBEs to add value and meet diversity program requirements.
Sharp Decisions is also committed to hiring and training post-9/11, tech-savvy U.S. armed forces veterans through our V.E.T.S.â„¢ (Vocation, Education and Training for Service members) Program, but we cannot do it alone. Companies like EmblemHealth, Freddie Mac and Experian have stepped up to bring aboard our highly qualified and skilled veterans. We need more companies like them to take a stand and bring our veterans aboard. Our clients have told us that our veterans are more effective than their college hires because two weeks on the job for them equates to 2-3 years of experience! Learn more at www.sharpdecisions.com/vetsprogram.