MUST HAVES:

1. 10+ years of BA experience w/in Wealth Management and Financial Services
2. Experience with Equities, Fixed Income, Mutual Fund, SMA, UMA etc. products and familiarity with trading workflows or platforms
3. Strong command of SDLC, Agile, Waterfall methodologies
4. Proficiency in SQL (writing intermediate to advanced queries) and data analysis w/ hands-on experience in tools such as TFS, Azure DevOps, ServiceNow, Splunk, Dynatrace and Postman
5. Experience using wireframing and prototyping tools such as Visio/Marvel
6. Experience with Agile Methodology

Job Summary:

This Lead Business Analyst, Technology will partner closely

with the Wealth Management & Asset Management Technology Business Unit,

Product Management Team, Technology Teams etc. on solutions from inception

through ongoing maintenance. Solutions range from but are not limited to topics

such as Reporting, Investment Research, Portfolio Management (including Unified

Managed Account), Tax Optimization, Discretionary & Non-Discretionary

Trading, Wealth Solutions as well as integration with various other systems.

This position will play a pivotal role in providing analysis, including data

analysis, support from ideation to implementation of new technology solutions

and processes, enhancement of existing technology solutions and processes,

including workflow and data flow design. This position will lead business

and functional requirements gathering, analysis and documentation, including

workflows, wireframes, user stories, acceptance criteria, data mapping, data

flows, assistance with user testing and where applicable, processes and

procedures documentation.

Essential Duties & Responsibilities:

• Gather Requirements: Participate in cross functional work to solicit requirements towards the product definition and detailed analysis. Creates detailed business requirements for functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities.
• Engage Stakeholders: Ability to collaborate across various stakeholders from an assimilation, articulation and information seeking and sharing standpoint across the organization.
• Collaborate seamlessly with cross-functional partnersDevelopers, QA, UI/UX, Product team and business stakeholders etc.to drive successful and timely delivery of technology solutions.
• Build User Stories: Translate requirements into detailed user stories and communicate them effectively to Development and SQM teams to ensure an in-line solution development.
• Feature Prioritization: Develop and maintain multiple prioritized application backlog of user stories for Sprint Planning and Implementation and per business prioritization or value-add to end users.
• Data-Driven Decision Making: Ability to analyze data from analysis and testing standpoint in order to make informed decisions.
• Facilitate ceremonies: Facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives.
• Leads a team-wide effort to organize, streamline and enhance client experience that emphasizes value, service and attention to detail as well as develop, implement and communicate new procedures, products, and portfolio enhancements.
• Perform gap analyses, feasibility assessments, and impact evaluations to shape intelligent, scalable solution designs and guide strategic decision-making.
• Facilitate user acceptance testing (UAT), validate test scenarios, and confirm that delivered solutions meet or exceed business expectations.
• Develop and maintain high-quality process flows, wireframes, prototypes, and technical/user documentation to support clarity and adoption.
• Serve as a trusted subject matter expert (SME) for assigned systems and business domains, becoming a go-to leader for insight and guidance.
• Support production issue investigation and resolution with urgency and ownership, including participating in after-hours support on a rotational schedule.
• Champion risk management, change control, and issue tracking best practices throughout the project lifecycle to ensure transparency and consistent execution.
• Lead and influence cross-functional teams: Identifies and implements wealth management opportunities by interfacing with various departments across the firm.

Experience Level

Expert Level

This is a Contract position based out of Saint Petersburg, FL.

The pay range for this position is $89.66 - $89.66/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Saint Petersburg,FL.

This position is anticipated to close on Oct 2, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.