"Alerted.org

_This position follows our hybrid work model, we expect the selected candidate to be in the office 2-3 days a week at the St. Petersburg, FL Corporate Office location._

_This role is not eligible for Work Visa sponsorship, either currently or in the future._

The Senior Business & Data Analyst – Wealth Management plays a critical role in bridging business needs and data insights within the Wealth Management organization. This role partners closely with Product Managers, business leaders, and cross-functional teams to understand objectives, analyze data, and define clear business and data requirements that support successful outcomes.

The ideal candidate brings strong business analysis expertise, a deep understanding of financial services and wealth management, and experience working with complex data. They are comfortable evaluating current-state data and processes, supporting data migration efforts, and translating business needs into well-defined requirements that guide solution delivery.

Key Responsibilities

+ Lead business analysis activities, including discovery, requirements gathering, documentation, and validation.

+ Partner with business stakeholders to understand goals, challenges, and data needs, and analyze financial and operational data to identify trends, gaps, and opportunities.

+ Define and document business and data requirements that support reporting, analytics, and operational use cases.

+ Support data migration efforts by reviewing current-state data, identifying inconsistencies, and helping align existing data sources to future-state business needs.

+ Communicate insights, findings, and recommendations clearly to both business and delivery teams.

+ Collaborate with project team members to support planning, documentation, execution, and testing activities.

+ Apply sound judgment related to risk management, change management, and issue resolution.

+ Perform additional responsibilities in support of departmental and organizational objectives.

Experience & Background

+ 3–5 years of experience in a Business Analyst or Data Analyst role, preferably within financial services.

+ Demonstrated experience in business analysis, data analysis, and requirements gathering.

+ Experience supporting data migration or data transformation efforts is strongly preferred.

+ Broad financial services experience is highly desired.

+ Wealth Management experience is required.

Core Knowledge & Skills

+ Business Analysis & Financial Services

+ Strong understanding of financial services, including wealth management products, processes, and data.

+ Ability to translate business needs into clear, actionable requirements.

+ Experience working closely with business stakeholders at various levels.

+ Data Analysis & Data Understanding

+ Strong data literacy, including the ability to analyze, interpret, and validate data.

+ Experience reviewing legacy or historical data and supporting data readiness activities.

+ Ability to identify data quality issues and collaborate on resolution efforts.

Communication & Collaboration

+ Ability to explain complex information in a clear, business-focused manner.

+ Strong written and verbal communication skills.

+ Proven ability to work collaboratively in a team environment.

Tools

+ Proficiency with Microsoft Office tools (Excel, PowerPoint, Word, Visio).

+ Experience working with reporting, analytics, or data tools is a plus, but hands-on technical expertise is not required.

Ability to:

+ Serve as a key liaison between business teams, product partners, and delivery groups.

+ Apply deep knowledge of wealth management and financial data to support strategic initiatives.

+ Think analytically and make sound recommendations based on data and business needs.

+ Build strong relationships and work effectively across teams.

+ Manage multiple priorities while maintaining attention to detail and quality.