Wealth Management Business Analyst

We currently have a career opportunity for a Business Analyst to join our team.The Business Analyst will work as an embedded member of a 3-4 person BA team at a Wealth Management client. Day-to-day work centers on evaluating and improving an existing library of user stories for a new client onboarding system. This role requires someone who is comfortable working directly with business stakeholders — not just technical teams — and who can both analyze requirements and facilitate meaningful conversations to fill gaps and validate content.
This is not a greenfield BA role. The ability to critically assess existing documentation, identify what's missing, and rewrite requirements with a business lens is essential.
 

The Business Consultant may be involved in the strategic planning of an engagement or helping the client make decisions about their future IT direction. Once a project has begun, the Business Consultant may assist in facilitating key requirements with stakeholders and customers using standard and User Experience techniques. The Business Consultant may be responsible for functional designs, detailed designs and system mapping, wireframes, requirement specifications, and prototypes.

 

The Business Consultant works with the Lead Business Consultant and Senior Project Managers to assist with daily operations exercising time management, communication and collaboration in a fast-paced environment to ensure the successful delivery of projects. The Business Consultant will interface with Perficient technical and business delivery personnel, as well as vendors and customers on a regular basis.

 

Perficient is always looking for the best and brightest talent and we need you! We’re a quickly-growing, global digital consulting leader, and we’re transforming the world’s largest enterprises and biggest brands. You’ll work with the latest technologies, expand your skills, and become a part of our global community of talented, diverse, and knowledgeable colleagues.

 

 

Responsibilities

• Coverage audit: Review the full existing user story library to identify gaps — business processes, workflows, and user needs that were not captured in the original documentation.

• Business alignment review: Assess each story for completeness, accuracy, and alignment to actual business intent; flag stories that are technically focused but miss the underlying business need.

• Story redrafting: Rewrite, expand, and create new user stories in clear, business-readable language following standard formats (As a... I want... So that...).

• Stakeholder facilitation: Lead and support working sessions with client/ business stakeholders to review requirements, collect feedback, and drive toward formal sign-off.

• Documentation: Maintain organized, version-controlled requirements documentation throughout the engagement.

• Design and implementation support: Serve as a BA resource during design and development phases — answering questions, clarifying intent, and reviewing deliverables for requirements alignment. 
   

Qualifications

• Bachelor’s Degree
• 3–6 years of business analysis experience in financial services, wealth management.
• Experience in wealth management client onboarding / new account opening (NAO) environments.

• Demonstrated experience writing and reviewing user stories — not just gathering requirements, but producing well-structured stories that development teams can act on.

• Comfort working directly with business stakeholders — conducting interviews, running workshops, and facilitating sign-off sessions.

• Strong written communication skills; ability to translate complex processes into clear, concise documentation.

• Familiarity with financial advisor onboarding workflows — account opening, compliance, suitability, platform setup.

• Prior experience rescuing or auditing requirements documentation from a prior team or vendor.

• Exposure to process mapping / workflow diagramming (Visio, Lucidchart, Miro).

• CBAP, PMI-PBA, or equivalent BA certification.

   

   

  The ideal candidate has worked on projects where requirements were unclear, incomplete, or wrong — and had to figure out what was actually needed by going back to the business. They are not intimidated by a backlog of 200 user stories that need to be reworked. They can run a stakeholder session, identify what's missing from a story in real time, and come back the next day with a rewritten version that everyone agrees on.
  Financial services background is a real differentiator here. Client's stakeholders will expect the BA to understand concepts like advisor onboarding workflows, account types, compliance requirements, and the experience of a financial advisor navigating a new system. Candidates who have worked in wealth management, brokerage, or banking — even as a BA on peripheral systems — will ramp up faster and earn stakeholder trust more quickly.

  
  

  The salary range for this position takes into consideration a variety of factors, including but not limited to skill sets, level of experience, applicable office location, training, licensure and certifications, and other business and organizational needs. The new hire salary range displays the minimum and maximum salary targets for this position across all US locations, and the range has not been adjusted for any specific state differentials. It is not typical for a candidate to be hired at or near the top of the range for their role, and compensation decisions are dependent on the unique facts and circumstances regarding each candidate. A reasonable estimate of the current salary range for this position is $45,864 to $101,520.00. Please note that the salary range posted reflects the base salary only and does not include benefits or any potential variable compensation programs. Information regarding the benefits available for this position are in our benefits overview. 

   

  Perficient, Inc. proudly provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a protected veteran in accordance with applicable federal, state and local laws. Perficient, Inc. complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Perficient, Inc. expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, genetic information, disability, or covered veterans. Improper interference with the ability of Perficient, Inc. employees to perform their expected job duties is absolutely not tolerated.

   

  Disability Accommodations: 

  Perficient is committed to providing a barrier-free employment process with reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation due to a disability, please contact us.

   

  Disclaimer:  The above statements are not intended to be a complete statement of job content, rather to act as a guide to the essential functions performed by the employee assigned to this classification.  Management retains the discretion to add or change the duties of the position at any time. 
   

 

About UsPerficient is the global AI and technology consulting firm disrupting the traditional consulting model. Powered by our 7,000+ advisors, engineers, and designers, Perficient implements AI-first solutions that break conventions and deliver outcomes that matter. Proudly serving clients that represent the world’s most innovative brands, and in collaboration with our powerful technology partner ecosystem, we bring deep industry expertise and data-driven design to redefine how businesses run and succeed. Perficient is different. For real. Learn more at perficient.com.