Senior Asset Management Applications Business Analyst
Job Title: Senior Business Analyst
Location: Charlotte, NC (Hybrid)
Duration: 12 Months
Additional Location: NJ, IL
Job Description
CW-Lead Business Systems Analyst
We are seeking an experienced Business Analyst (BA) to support the evaluation and selection of a next-generation Distribution Intelligence platform for our Sales and Marketing organization. This individual will help assess the capabilities, data models, and integration readiness of industry platforms such as Synfinii's SalesPage and Broadridge's SalesVision, as well as other industry leading options, with the goal of informing a strategic platform decision.
The ideal candidate also brings deep experience with Client CRM, enterprise data ecosystems (including Snowflake and Client Data 360), and distribution analytics within asset management or financial services. The role requires strong analytical skills, the ability to translate business needs into system requirements, and hands-on familiarity with SAFe Agile delivery, including authoring Features and Stories in Jira.
This role is a hybrid role. We are looking to hire in Charlotte, Chicago, or Iselin.
Key Responsibilities and Duties
• Provides senior level consulting services to business groups on process improvement projects designed to improve IT and business management results.
• Develops and implements new processes, standards or operational plans that will have impact on the achievement of functional results.
• Participates in defining and formulating senior leadership's IT strategy through the review of business objectives and value proposition.
• Advises senior leadership on future business direction and aligns IT with business priorities, strategies, and operating models.
• Recommends solutions or improvements to business processes that can be accomplished through new technology or alternative uses of existing technology.
• Recommends long-term improvements and changes to organization's IT systems to support future business direction and growth.
• Coaches, reviews and delegates work to lower level professionals.
• Lead business and technical analysis to evaluate Synfinii's SalesPage, Broadridge SalesVision, and related platforms, focusing on functionality, data integration, and alignment with enterprise strategy.
• Partner with Product, Data, Sales, and Marketing stakeholders to define evaluation criteria, including usability, reporting capabilities, scalability, and data model flexibility.
• Document current-state workflows, data flows, and reporting use cases that inform the target-state vision for a unified distribution intelligence platform.
• Support vendor due diligence by facilitating demonstrations, capturing requirements, and preparing comparison scorecards and recommendations.
• Conduct gap analyses to identify where candidate platforms align-or diverge-from organizational needs.
• Collaborate with architects and data engineering teams to assess integration points between CRM, data warehouse (Snowflake), and analytics platforms.
• Translate evaluation outcomes into Features and Stories in Jira to inform future implementation roadmaps.
• Present findings and recommendations to Product and Technology leadership, including readiness assessments, cost/benefit summaries, and risk considerations.
Qualifications
Required:
• 5+ years of experience as a Business Analyst or Systems Analyst within Sales, Marketing, or CRM technology domains
• Deep understanding of Client CRM and its data structures
• Hands-on experience with enterprise data platforms such as Snowflake and Client Data 360
• Proven ability to operate in a SAFe Agile environment, creating and maintaining Features, Epics, and Stories in Jira
• Excellent documentation, facilitation, and presentation skills
Preferred:
• Experience evaluating or implementing distribution intelligence or sales analytics platforms (e.g., SalesPage, Broadridge SalesVision, DST, or similar)
• Background in asset management, financial services, or intermediary distribution
• Experience with data visualization tools (e.g., Tableau, Power BI) for interpreting platform outputs
• Familiarity with data governance, data lineage, and compliance frameworks for client and sales data
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Location: Charlotte, NC (Hybrid)
Duration: 12 Months
Additional Location: NJ, IL
Job Description
CW-Lead Business Systems Analyst
We are seeking an experienced Business Analyst (BA) to support the evaluation and selection of a next-generation Distribution Intelligence platform for our Sales and Marketing organization. This individual will help assess the capabilities, data models, and integration readiness of industry platforms such as Synfinii's SalesPage and Broadridge's SalesVision, as well as other industry leading options, with the goal of informing a strategic platform decision.
The ideal candidate also brings deep experience with Client CRM, enterprise data ecosystems (including Snowflake and Client Data 360), and distribution analytics within asset management or financial services. The role requires strong analytical skills, the ability to translate business needs into system requirements, and hands-on familiarity with SAFe Agile delivery, including authoring Features and Stories in Jira.
This role is a hybrid role. We are looking to hire in Charlotte, Chicago, or Iselin.
Key Responsibilities and Duties
• Provides senior level consulting services to business groups on process improvement projects designed to improve IT and business management results.
• Develops and implements new processes, standards or operational plans that will have impact on the achievement of functional results.
• Participates in defining and formulating senior leadership's IT strategy through the review of business objectives and value proposition.
• Advises senior leadership on future business direction and aligns IT with business priorities, strategies, and operating models.
• Recommends solutions or improvements to business processes that can be accomplished through new technology or alternative uses of existing technology.
• Recommends long-term improvements and changes to organization's IT systems to support future business direction and growth.
• Coaches, reviews and delegates work to lower level professionals.
• Lead business and technical analysis to evaluate Synfinii's SalesPage, Broadridge SalesVision, and related platforms, focusing on functionality, data integration, and alignment with enterprise strategy.
• Partner with Product, Data, Sales, and Marketing stakeholders to define evaluation criteria, including usability, reporting capabilities, scalability, and data model flexibility.
• Document current-state workflows, data flows, and reporting use cases that inform the target-state vision for a unified distribution intelligence platform.
• Support vendor due diligence by facilitating demonstrations, capturing requirements, and preparing comparison scorecards and recommendations.
• Conduct gap analyses to identify where candidate platforms align-or diverge-from organizational needs.
• Collaborate with architects and data engineering teams to assess integration points between CRM, data warehouse (Snowflake), and analytics platforms.
• Translate evaluation outcomes into Features and Stories in Jira to inform future implementation roadmaps.
• Present findings and recommendations to Product and Technology leadership, including readiness assessments, cost/benefit summaries, and risk considerations.
Qualifications
Required:
• 5+ years of experience as a Business Analyst or Systems Analyst within Sales, Marketing, or CRM technology domains
• Deep understanding of Client CRM and its data structures
• Hands-on experience with enterprise data platforms such as Snowflake and Client Data 360
• Proven ability to operate in a SAFe Agile environment, creating and maintaining Features, Epics, and Stories in Jira
• Excellent documentation, facilitation, and presentation skills
Preferred:
• Experience evaluating or implementing distribution intelligence or sales analytics platforms (e.g., SalesPage, Broadridge SalesVision, DST, or similar)
• Background in asset management, financial services, or intermediary distribution
• Experience with data visualization tools (e.g., Tableau, Power BI) for interpreting platform outputs
• Familiarity with data governance, data lineage, and compliance frameworks for client and sales data
Apply tot his job
Apply To this Job