Newbold Advisors
Technical Business Analyst - Wealth Management
Newbold Advisors, Cleveland, OH, United States
Job Title: Technical Business Analyst – Wealth Management
Job Location: Remote
Job Type: Contract - Must be able to work as a W2 employee of Newbold.
Compensation: $60-65/hour will be based on the candidate’s skills and experience
No other forms of compensation, such as bonuses or commissions, are offered for this position
Newbold offers health care benefits and other benefits under applicable Federal or State law
General Job Description: We are seeking experienced Technical Business Analysts for the implementation of a new Wealth Management platform for our Banking client
All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Beware of Fraudulent Job Offers
Job Location: Remote
Job Type: Contract - Must be able to work as a W2 employee of Newbold.
Compensation: $60-65/hour will be based on the candidate’s skills and experience
No other forms of compensation, such as bonuses or commissions, are offered for this position
Newbold offers health care benefits and other benefits under applicable Federal or State law
General Job Description: We are seeking experienced Technical Business Analysts for the implementation of a new Wealth Management platform for our Banking client
This integration will streamline client experience, consolidate operations, and enable better reporting and processing for our client.
This role requires a deep understanding of the Wealth Management domain, data integration, and leadership skills to drive the implementation of agreed-upon solutions.
Job Requirements:- Strong technical Business Analyst experience within wealth management
- Experience with Envestnet or Pershing or Global Plus
- Experience in Data Integration projects
- Excellent communication and collaboration with ability to build relationships and trust across teams
- Experience using Jira and Confluence to track project progress, risks, and deliverables
If you're passionate about improving the wealth management experience and have the technical and business acumen to drive this integration forward, we encourage you to apply.
Newbold Advisors, LLC is an equal-opportunity employerAll qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Beware of Fraudulent Job Offers
We have recently been made aware of fraudulent job offers being sent from unofficial versions of Newbold’s email address
Please note that all official communications will come from our verified domain @newboldadvisors.com.