Wealth Management Business Implementation Analyst

$84,320 - $138,522/Yr

Guardian Life - New York, NY

New York, NY

Insurance Carriers and Related Activities

About the position

As a Wealth Management Business Implementation Analyst at Park Avenue Securities, you will work with business, technology, and vendors to implement new platforms, features, and processes for wealth management. You will stay updated on industry changes to help PAS deliver top digital experiences and customer service. You will develop and implement strategic plans to boost Field and Client satisfaction with our tech platforms. You will collect and analyze data from several sources, track platform performance, and collaborate with internal and external parties to define and prioritize requirements!

Responsibilities

• Leverage subject matter knowledge of wealth management business to ensure requirements created for initiatives meet the vision, goals, and objectives of the PAS organization.
• Provide support to technology and testing teams to ensure functionality is delivered and used correctly. Assist the creation and review of test plans, test cases, and test results to ensure complete validation.
• Develop, maintain and present project status updates to leadership. Maintain and prioritize backlog items with collaborators.
• Assist with creation and refinement of long-term strategic needs planning within Park Avenue Securities.
• Create and implement production delivery and communication plans to ensure operational readiness.
• Partner with learning and development team to develop, publish and maintain procedures to ensure proper usage of delivered functionality.
• Ensure post-production verification of functionality to ensure original vision is realized.
• Maintain and prioritize inventory of outstanding defects and enhancements.
• Serve as a liaison between the business, analysis, testing, and development teams. Apply an Agile mentality and behavior to effectively collaborate with agile team and stakeholder(s).
• Apply problem solving and make critical decisions regarding functionality and priority across operations and project teams with a focus on delivering value.
• Define, create, maintain, and use reporting and analytics to quantify initiative benefits and drive future improvements with an emphasis on service excellence and efficiency.

Requirements

• BA/BS degree preferred, but not required
• Demonstrated ability in a business analyst or similar role with Field and Client facing technology platforms
• Ability to create business analysis artifacts such as process flows, gap analysis, and business requirement documentation
• Demonstrated success working across business area with multiple key partners required
• Exceptional problem-solving skills with demonstrated success
• Excellent verbal and written communication skills required
• Ability to create and present formal presentations to senior leadership
• Highly proficient in managing multiple priorities
• Proficiency in Outlook, Microsoft Word and creating Excel spreadsheets and PowerPoint presentations
• Superior organizational skills with attention to detail across a variety of tasks
• Ability to think at a strategic level and help create new ways of working to align with the company's future vision
• Experience with wealth management business process, products, systems, and data preferred

Benefits

• Support and flexibility to achieve professional and personal goals
• Skill-building and leadership development opportunities
• Philanthropic opportunities
• Contemporary, supportive, flexible, and inclusive benefits and resources