Employer Industry: Financial Services

Why consider this job opportunity:
- Opportunity for contract work with a clear timeline from May 19, 2025, to November 21, 2025
- Engaging role focused on enhancing digital experiences and customer service in wealth management
- Collaborative work environment that values innovation and challenges the status quo
- Opportunity to develop and implement strategic plans that directly impact client and advisor satisfaction
- Chance to work with leading technology platforms and vendors in the financial services industry
- Involvement in an Agile team, enhancing skills in modern project management methodologies

What to Expect (Job Responsibilities):
- Collaborate with stakeholders to create business analysis artifacts including process flows and business requirement documentation
- Participate in team collaboration to translate project requirements into clear user stories
- Provide support to technology and testing teams to ensure correct functionality delivery
- Maintain and prioritize backlog items and inventory of outstanding defects and enhancements
- Develop and present project status updates to leadership, ensuring clarity and transparency

What is Required (Qualifications):
- Domain experience in wealth/investments and financial services
- Understanding of Agile methodologies, particularly related to flexible scope management
- Proficient in relevant software tools, including Jira, Salesforce.com, and MS Office Suite
- Strong analytical and problem-solving skills with the ability to manage multiple tasks/projects
- Exceptional written and verbal communication skills, with a focus on interpersonal collaboration

How to Stand Out (Preferred Qualifications):
- Proficient in the use of wealth applications such as Pershing, FIS, and eMoney
- Familiarity with tools like MIRO and Draw IO for flow diagrams and architectural processes
- Knowledge of Confluence for documentation and project tracking
- Experience with SQL, Big Query, or similar query languages

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