Job Title: Lead Business Analyst

Location: St. Petersburg, FL (Hybrid)

Duration: Long Term

Job Description

This Lead Business Analyst, Technology will partner closely with the Wealth Management & Asset Management Technology Business Unit, Product Management Team, Technology Teams etc. on solutions from inception through ongoing maintenance. Solutions range from but are not limited to topics such as Reporting, Investment Research, Portfolio Management (including Unified Managed Account), Tax Optimization, Discretionary & Non-Discretionary Trading, Wealth Solutions as well as integration with various other systems. This position will play a pivotal role in providing analysis, including data analysis, support from ideation to implementation of new technology solutions and processes, enhancement of existing technology solutions and processes, including workflow and data flow design. This position will lead business and functional requirements gathering, analysis and documentation, including workflows, wireframes, user stories, acceptance criteria, data mapping, data flows, assistance with user testing and where applicable, processes and procedures documentation. This hybrid position will be based out of our corporate headquarters in Saint Petersburg, FL.

Skill in:

10+ years of business analysis experience within financial services, Wealth Management, Trading Systems, or enterprise technology environments—demonstrating depth, versatility, and domain expertise is preferred.

Experience with Equities, Fixed Income, Mutual Fund, SMA, UMA etc. products and familiarity with trading workflows or platforms is a strong plus and will greatly accelerate success in this role.

Strong command of SDLC, Agile, Waterfall, and hybrid delivery methodologies, with the ability to adapt and lead across diverse project frameworks.

Proficiency in SQL and data analysis, with hands-on experience in tools such as TFS, Azure DevOps, ServiceNow, Splunk, Dynatrace and Postman.

Experience using wireframing and prototyping tools (e.g., Visio, Marvel) to visualize ideas and accelerate solution design.

Proven ability to manage competing priorities and fluid project demands while maintaining focus, momentum, and quality.

Exceptional communication skills, with the ability to bridge the gap between technical teams and business stakeholders with clarity and influence.

Demonstrated success in driving alignment, influencing decisions, and building consensus across diverse teams and functions.

Experience supporting vendor-based software implementations and enterprise-scale applications is highly valued.

Familiarity with AI-powered tools (e.g., Copilot, ChatGPT, Claude) to enhance documentation, productivity, and innovation.

Gathering and interpreting information from multiple sources (including databases, interviews, etc.).

Writing Business Requirements Document (BRD) and Functional Requirements Document (FRD).

Writing intermediate to advanced SQL queries is a plus.

TFS experience is a plus.

Postman is a plus.

Fluent in Microsoft Office Suite – Access, Excel, PowerPoint, Visio, Word etc.

Education:

Previous Experience/Education:

Minimum of a Bachelor’s degree in Computer Science, MIS or related degree and five (5) years of relevant experience or combination of education, training and experience.

Financial Services experience is required.

Wealth Management knowledge is strongly preferred.