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Location: Cleveland/Akron, Buffalo, or Albany, NY (2 days hybrid)
Project Overview:
This position supports our banking client that will be undergoing a wealth modernization initiative.
Key Responsibilities:
- Elicit, analyze, and document functional and non?functional program requirements across front-to-back-office processes (proposals, portfolio management, billing, reporting, and advisor workflows).
- Translate business problem statements into clear, consumable requirements for technology teams.
- Perform current?state vs. future?state gap analysis to ensure no critical advisor or client capabilities regress in the Envestnet platform; clear documentation of current vs future state
- Own and maintain requirements throughout the SDLC
Must-Have Qualifications:
- Proven experience in gap analysis, business requirement documentation, and process flow creation.
- Large banking integration experience (wealth/trust products nice to have)
- Agile experience, including using tools like Jira to manage user stories.
- Strong multitasking, problem-solving skills, and a self-starter mindset to handle ambiguity.
- Excellent communication skills
Nice-to-Have:
- Familiarity with wealth management products such as Pershing (NetX, NetXInvestor), FIS (Global Plus, Global Office), MoneyGuidePro, eMoney, or Envestnet.
- SQL proficiency to read and write queries and perform data mapping.
- Big Query
- Miro or Draw.io
- Confluence