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Quality Assurance Analyst Jobs in South Carolina

UAT Business Tester - Wealth Management & Brokerage Account Lifecycle

Iconma LLC

  • Fort Mill, SC
  • 8 days ago

    Highlights

    UAT Test Design & Execution Expertise: Proven ability to write clear test scenarios and cases, build test data, run functional and regression tests, and manage defects using tools like JIRA, qTest, or HP ALM. Requirements: Account Lifecycle & Brokerage Operations Knowledge: Working understanding of the wealth management/brokerage account lifecycle (new account onboarding, KYC/CIP, account maintenance, transfers, and closures) and related regulatory requirements.

    Numbers & Facts

    LocationFort Mill, SC

    Description

    Our Client, an IT Services and Consultant company, is looking for an UAT Business Tester - Wealth Management & Brokerage Account Lifecycle for their Fort Mill, SC/Austin, TX /Hybrid location.

    Responsibilities:

    • Plan and execute UAT for Account Lifecycle Management (ALM) functions, including account opening, maintenance, transfers (ACATS), beneficiary and registration changes, and account closure/escheatment.
    • Translate business requirements and user stories into test scenarios, test cases, and test data, ensuring complete coverage of workflows across advisor, client, and operations touchpoints.
    • Perform end-to-end, regression, and integration testing across upstream and downstream systems (CRM, custodial/clearing platforms, document management, and reporting), validating data accuracy and workflow integrity.
    • Log, track, and triage defects in tools such as JIRA or ALM; partner with developers, BAs, and product owners to drive timely resolution and retest fixes.
    • Support release readiness and production go-live by providing UAT sign-off, documenting results, and verifying compliance with FINRA, SEC, and internal control requirements.

    Requirements:

    • Account Lifecycle & Brokerage Operations Knowledge: Working understanding of the wealth management/brokerage account lifecycle (new account onboarding, KYC/CIP, account maintenance, transfers, and closures) and related regulatory requirements.
    • UAT Test Design & Execution Expertise: Proven ability to write clear test scenarios and cases, build test data, run functional and regression tests, and manage defects using tools like JIRA, qTest, or HP ALM.
    • Strong Analytical & Communication Skills: Ability to interpret business requirements, identify gaps or edge cases, and clearly communicate findings, risks, and status to both technical teams and business stakeholders.
    • Years of Experience: 14.00 Years of Experience

    Why Should You Apply?

    • Health Benefits
    • Referral Program

    Excellent growth and advancement opportunities

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