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Business Systems Analyst - Wealth Management

Job

Qode

Remote

Full-Time

Posted 1 week ago (Updated 1 week ago) • Actively hiring

Expires 7/31/2026

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Job Description

Business Systems Analyst (BSA) -

Wealth Management Location:

Fort Mill, SC (Hybrid)

Employment Type:

Full-Time Role Overview We are seeking a highly experienced and technically strong Business Systems Analyst (BSA) to join a leading Wealth Management organization. This role requires a senior techno-functional professional with deep expertise in wealth management platforms, enterprise system integrations, API-driven architectures, data analysis, and solution design. Required Qualifications  13+ years of experience as a Business Systems Analyst / Techno-Functional Analyst within enterprise environments.  Strong experience in Wealth Management, Asset Management, Brokerage, or Financial Services domains.  Strong hands-on technical analysis experience with APIs, integrations, SQL, and enterprise applications.  Expertise in requirement analysis, system analysis, and technical documentation.  Strong understanding of REST APIs, JSON, XML, microservices, and distributed systems.  Advanced SQL skills with ability to perform complex data analysis and validation.  Experience working with relational databases such as Oracle, SQL Server, PostgreSQL, or Snowflake.  Experience with Agile/Scrum methodologies and tools like Jira/Confluence.  Strong understanding of SDLC, system integrations, and enterprise application ecosystems.  Experience creating: o BRDs o FRDs o User Stories o Process Flows o Data Mapping Documents o Sequence Diagrams o API Specifications  Excellent stakeholder management and communication skills. Preferred Qualifications  Experience with wealth management platforms such as Addepar, Orion, Charles River, Pershing, Fidelity, or similar ecosystems.  Exposure to cloud platforms such as AWS or Azure.  Experience with event-driven architecture, Kafka, or middleware platforms.  Knowledge of FIX protocols, trade processing, or investment operations is a plus.  Prior experience working in highly regulated financial environments.  Exposure to data warehousing and reporting platforms.  Understanding of automation and digital transformation initiatives within financial services