Wealth Conversion Business Analyst

  • Newark, NJ


: $105,110.00 - $163,220.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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Company Description

Broadridge, a global fintech leader with over $4 billion in revenue, provides communications, technology, data, and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency, and generating revenue growth. Broadridge employs over 10,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at to learn more.
Job Description

The Broadridge is hiring a Wealth Conversion SME/Business Readiness associate. This individual will conduct client conversion and requirements gathering activities as a member of our GTO organization. In this role, you will also have a high degree of client interaction and exposure to multiple functional groups within Broadridge.

As the Wealth Conversion SME/Business Readiness associate, you will contribute to execution of Broadridge's Wealth Solutions conversion projects and strategic plan.

  • BA with Agile process experience.
  • Requirement gathering and the writing of Epics and User Stories related to UX/UI for Wealth Management and Financial Advisor user groups.
  • Contribute to the evaluation and execution of Back Office Wealth Solutions conversions and development projects from a business unit and product management perspective.
  • Ability to share and articulate client feedback with the team.
  • Ability to work in team and individual situations at a high level.
  • Represent the business by conducting Business Analysis.
  • Represent the business by conducting Product Analysis.
  • Work alongside multiple cross-functional domain experts in the execution of a project plan.
  • Contribute to product strategy through a continual interaction with internal and external client groups.
  • Deliver feedback into the core product management teams.
  • May perform other duties/responsibilities as needed or assigned.
  • Make decision on design of the UI/UX

  • Workstation experience required
  • Experience with Agile process
  • Experience with UI wire frame experience
  • Prior wealth management experience a plus
  • SME in Wealth Management Back Office UX/UI usage and functionality
  • Candidate should have solid working knowledge of the Wealth Management and various back-office functions brokerage business.
  • Ability to prioritize and organize resources
  • Ability to establish and prioritize deadlines
  • Strong leadership abilities
  • Experience in the software development lifecycle
  • Ability to navigate in a matrixed organization and solid understanding of product management.
  • Client Conversion experience is a plus
  • Broadridge systems experience a plus

Additional Information

Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law. Click here ( ) to view the \"EEO is the Law\" poster.

\"Our Associate Matter, Everyone Benefits from Diversity & Inclusion, Diverse & Inclusive Teams Drive Growth.\"

- provided by Dice
Associated topics: analyse, analyst, analyze, business analytic, guidance, investment analytics, investment banking, market, monitor, strategy

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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