Business Analyst-Wealth Management

Location: San Francisco, CA
Currently looking for a Business Analyst to join our highly engaged and efficient project team to help build the next generation of our Wealth Management’s online experience for clients, on both desktop and mobile. The main objective of this role will be to compare client data across a wide range of sources to help the project team determine which data to display to clients. 
  • Develop a detailed end-to-end understanding of the applicable Wealth Management data as well as its data sources to be used in the development of the Bank’s Wealth management website and mobile app.
  • Develop detailed use cases and documentation of client interactions and related system processes/ interfaces.  Includes working as an effective liaison between the front office, business units, operations and technology to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy.
  • Given the Bank’s delivery of many technology solutions and related services through third parties, a significant part of these activities involves working closely and effectively with multiple third parties.
  • Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.

  • Undergraduate degree required
  • 3 to 5 years of business analysis required
  • Proficiency with SQL and data analysis required. Experience in using data analysis tools or reporting tools is preferred.  
  • Highly adept user of MS Excel, MS Access
  • 3+ years of Financial Services experience required, Digital Wealth
  • Management experience strongly preferred
  • 3+ years of experience of business/ technology consulting, and/ or technology delivery strongly preferred
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