Senior Business Analyst

Senior Business Analyst – Wealth Management – Financial Services

Location(s):

• Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339
• La Vista: 12325 Port Grace Blvd, La Vista, NE 68128
• Oakdale: 7755 3rd St. N, Oakdale, MN 55128
• Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
• St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time

Salary: $95,000 - $115,000 per year + annual performance-based bonus

Additional benefits include health, vision, dental insurance, 401(k), paid time away, volunteer days and much more.

Summary

The Senior Business Analyst partners with business and technology teams to deliver solutions that support the strategic vision for Financial Professionals. This role works closely with business stakeholders and technology teams to elicit, analyze, document, and validate requirements. It focuses on understanding the intent behind requests, breaking them into business capabilities, and translating them into high-level designs in collaboration with technology.

The analyst applies Agile methodologies to develop and maintain accurate documentation, author user stories, and collaborate with IT teams during refinement, sprint planning, and solution delivery. The role also ensures clear communication of deliverables and progress to stakeholders, and supports project and program managers in planning, tracking, and managing timelines, tasks, risks, and issues to ensure successful outcomes.

Responsibilities

• Analyze business processes and workflows to identify objectives, opportunities, and requirements across people, process, technology, policy, and data.
• Facilitate workshops and stakeholder sessions to gather, analyze, and document business, functional, and technical requirements, including business cases, use cases, and process flows.
• Elicit business process definitions and ensure modifications are accurately documented and maintained throughout the project lifecycle.
• Communicate requirements effectively to cross‑functional stakeholders.
• Assist the Change Management team by analyzing requests, translating into stakeholder impacts, guiding timing, and assessing pilot needs.
• Identify and articulate assumptions, constraints, risks, and issues during analysis.
• Develop estimates to support project planning, timelines, and milestones.
• Communicate project progress, milestones, and deliverables to project managers and team members.
• Collaborate with project managers, business teams, and vendors to ensure timely completion of deliverables across all phases of the project lifecycle.
• Produce detailed functional specifications for development, including reports, interfaces, conversions, enhancements, and forms.
• Support issue identification, tracking, and resolution across business and technical domains.
• Provide mentorship and guidance to junior team members and fellow business analysts.
• Serve as a strategic advisor to business units by contributing to the development and continuous improvement of business processes.
• Maintain expertise across multiple business domains and understand their integration points across systems and departments.
• Escalate gaps, risks, or issues to the Product Owner and Project Manager as appropriate.

Education Requirements

• Bachelor’s Degree (Preferred). H.S. Diploma or GED certificate also considered.

Basic Requirements

• Minimum of 7 years of experience within Waterfall and/or Agile software development environments, preferably in a Business Analyst or Product Owner role.
• Proven experience on large‑scale, enterprise‑level initiatives and collaboration across cross‑functional teams in a matrixed organization.
• Experience within the Financial Services industry.
• Strong organizational, time‑management, and prioritization skills.
• Excellent analytical, critical thinking, and problem‑solving capabilities.
• Effective written, verbal, and interpersonal communication skills to translate complex technical concepts into business language.
• Ability to work independently and collaboratively within a team environment.
• Strong customer service orientation with a commitment to delivering high‑quality results.
• Demonstrated ability to innovate and develop solutions in ambiguous environments.
• Experience delivering presentations to senior leadership on product and technical topics.
• Strong collaboration skills with the ability to influence and build consensus across departments.
• Solid understanding of the Project Management Lifecycle and methodologies.
• Familiarity with software testing practices and procedures.
• Foundational knowledge of application and database development concepts.
• Strong leadership, networking, and stakeholder engagement capabilities.
• Demonstrated understanding of supported business lines and associated objectives.

Preferred Requirements

• Experience within the broker‑dealer industry.
• Experience with acquisitions and integrations.