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Financial Service Senior Consultant Wealth ManagementTrading BA

Financial Service Senior Consultant Wealth ManagementTrading BA

SiaNew York City, New York, USA
2 days ago
Job type
  • Full-time
Job description

Consulting Skills

  • Client delivery as part of an on-site or remote project team able to define the framework and structure of deliverables carrying out the production of complex deliverables
  • Manage the work activities and timelines of work for both their selves and their team identifies priorities and workflows for interested parties
  • Utilizing a higher-level understanding of methodological concepts coaches teammates in preparing client deliverables utilizing tools like PowerPoint Excel Access MS Project and Visio designing key deliverables for projects and supporting other consultants in the production of their deliverables
  • Present complex ideas critical points and decisions required to team members and client contacts including middle and top management
  • Perform simple and complex research and business analysis to solve for customer business challenges / issues to present unique tailored solutions utilizing both quantitative and qualitative data
  • Manages internal team by promoting teamwork motivate and help consultants to improve
  • Demonstrate credibility and legitimacy with client capable of challenging client approaches and provide new directions allowing the customer to evolve and deepens relationship
  • Defines the project framework and organization managing one or different projects at a time guarantees the follow-up of these assignments
  • Provide status reporting of progress dependencies issues risks and overall program health
  • Responsible for the work streams of a complex project and takes the lead on simple projects
  • Maintain program sites as a repository for all project information

Business Expertise Skills

  • Support the Wealth & Asset Management practice thought leadership and people development activities firmwide
  • Lead business analysis  workstreams for Wealth Management initiatives guiding stakeholders through requirements definition scope alignment and solution design.
  • Serve as a subject-matter expert across advisory investment and trading processes providing strategic insights to enhance platforms and operational workflows.
  • Conduct advanced requirements gathering translating complex business needs into detailed user stories functional specifications and process maps.
  • Drive project efforts related to trading workflowsincluding order entry execution allocations settlement and complianceensuring alignment across front middle and back-office teams.
  • Facilitate workshops with product owners advisors traders compliance and technology teams to identify process gaps dependencies and improvement opportunities.
  • Apply strong analytical skills to evaluate system impacts perform gap and root-cause analyses and recommend solutions that enhance performance and reduce risk.
  • Lead UAT planning and execution including test script development scenario design defect management and user sign-off.
  • Provide advisory guidance on regulatory considerations affecting Wealth Management and trading (e.g. suitability best execution trade surveillance).
  • Oversee key project documentation including BRDs functional specifications current-state and future-state architecture artifacts and training materials.
  • Partner closely with technology teams during design development and deployment to ensure solutions meet business intent and achieve desired outcomes.
  • Manage cross-functional communication status reporting and risk / issue tracking acting as a trusted advisor to senior stakeholders.
  • Support data analysis and validation efforts using advanced tools (Excel SQL or BI platforms) to confirm accuracy of trade portfolio and client data.
  • Mentor junior BAs and provide guidance on requirements methodology industry best practices and effective stakeholder management.

    • Qualifications :

  • 5 years of Business Analyst experience within Wealth Management
  • Strong understanding of investment and advisory processes including portfolio management client onboarding account maintenance and regulatory requirements.
  • Hands-on experience supporting projects in the trading lifecycle (order management execution allocations settlement compliance or trade operations).
  • Proven ability to gather document and translate complex business requirements into functional specifications and user stories.
  • Experience working with Wealth Management platforms trading systems OMS / EMS tools or portfolio accounting systems.
  • Demonstrated ability to lead cross-functional workshops influence stakeholders and drive consensus across business and technology teams.
  • Familiarity with industry regulations affecting Wealth and trading (e.g. SEC FINRA Reg BI best execution trade surveillance).
  • Strong analytical and problem-solving skills with the ability to interpret data and identify trends using Excel SQL or BI tools.
  • Solid understanding of SDLC methodologies including Agile (Scrum / Kanban) and Waterfall.
  • Excellent communication skills with experience preparing executive-level presentations documentation and status reporting.
  • Ability to manage multiple workstreams simultaneously and operate with minimal supervision in a client-facing environment.
  • Bachelors degree required preferably in a Business or related field(Higher degrees are a plus)
  • Recent client-facing management consulting experience
  • Financial Service background required
  • Industry certifications (CFA CFP Series licenses CBAP PMP etc.) a plus.

    • Additional Information :

    Compensation & Benefits

    We believe in supporting our team professionally and personally. Heres a snapshot of the comprehensive benefits youll enjoy as part of Sia.

    Competitive Compensation

    Annual base salary starting at 122K commensurate with experience and qualifications

    Annual performance based discretionary bonus

    Robust Health Coverage

    3 Medical plans

    Dental and Vision

    Life AD&D and other voluntary insurance

    Tax-Advantaged Accounts

    401K retirement plan

    4% matching and 100% vested upon enrollment

    Health Savings Account (HSA)

    Flexible Spending Account (FSA)

    Health Dependent Care Commuter

    Family Friendly Benefits

    100% paid parental leave for all new parents with eligible tenure

    Building Healthy Families program if enrolled through Medical plan

    Time Off to Recharge

    Generous Paid Time Off (PTO) policy

    9 company holidays plus 1 floating holiday

    Extras that Make Life Easier

    College savings and student loan repayment assistance

    Monthly cell phone stipend

    Access to wellness programs at no cost if enrolled through Medical plan including :

    Gym membership reimbursement

    LiveHealth Online virtual care

    Personalized support from a Well-being Coach

    Employee Assistance Program at no cost

    Free confidential counseling and emotional support services

    On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management)

    Diversity Equity Inclusion & Belonging

    At Sia we believe in fostering a diverse equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging . We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information.

    Sia is an equal opportunity employer . All aspects of employment including hiring promotion remuneration or discipline are based solely on performance competence conduct or business needs.

    Office Workplace Guidelines

    Sia is committed to providing a flexible workplace environment that supports client business and market needs. Consultants located in our primary market office locationsNew York City Charlotte Seattle and San Franciscoare expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets we can offer more flexible in-person requirements in accordance with your location.

    Work Authorization & Sponsorship

    At this time Sia does not intend to pursue employment with applicants who will require now or in the future a visa by our company for work authorization in the United States (i.e. H1-B visa F-1 visa (OPT) TN visa or any other non-immigrant status).

    Sia is an equal opportunity employer. All aspects of employment including hiring promotion remuneration or discipline are based solely on performance competence conduct or business needs.

    Remote Work : No

    Employment Type : Full-time

    Key Skills

    Project Management Methodology,Project / Program Management,Change Management,Order Management System,Business Analysis,Visio,Data Management,Project Management,Metadata,Management Consulting,Data Analysis Skills,Taxonomy

    Experience : years

    Vacancy : 1

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    Financial Consultant • New York City, New York, USA