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Business Analyst (Wealth Management)

Company

ICONMA, LLC

Location

United States, United States

Posted

July 11, 2026

Position Overview

Our client, a IT Services and Consulting company, is looking for a Business Analyst (Wealth Management) for their Weehawken, NJ/Hybrid location. Responsibilities:

+ Partner with senior business stakeholders (VP/SVP/C-suite level) to elicit, define, and prioritize business requirements across Wealth Management platforms and processes

+ Translate complex business needs into clear functional and non-functional requirements, user stories, and process flows

+ Drive end-to-end project outcomes β€” from discovery and requirements gathering through UAT and go-live β€” often with minimal oversight

+ Act as the primary liaison between business, technology, and operations teams to ensure alignment on scope, priorities, and timelines

+ Analyze current-state workflows and recommend future-state improvements across advisory, brokerage, and/or mutual fund servicing operations

+ Support product/platform initiatives related to account opening...

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