As a member of the Operations & Analytics (O&A) department, the Business Analyst will support growth and innovation initiatives and help drive the firm towards continual operational efficiency. Reporting directly to the Chief Operating Officer, the Business Analyst will be a key driver in enhancing our wealth management operations by identifying and implementing new strategies, optimizing workflows, and leveraging cutting-edge analytics. This role is located in Boston, MA. Primary Responsibilities: Innovation and Communication: Work with stakeholders across the firm to identify opportunities for innovation, automation, and process improvement. Present updates, status, and findings, written and verbal, at both the executive level and across a broad audience. Requirements Management: Gather, analyze, and document business requirements and functional specifications for system enhancements and new projects. Project Management: Support or lead cross-functional projects from inception through implementation, ensuring milestones are met and objectives are achieved. Solution Design: Develop and propose innovative, data-driven solutions to operational problems. Assist with testing, validation, and user training to ensure successful adoption of new systems and processes. Stakeholder Collaboration: Build strong, collaborative relationships with stakeholders across various departments, including operations, technology, compliance, and client-facing teams. Act as a liaison to ensure clear communication and alignment throughout the project lifecycle. Data Analysis and Performance Monitoring: Create key metrics and KPI tracking capabilities through dashboards. Identify key data points to measure, source data from multiple firm systems, and present metrics in a meaningful way. Conduct in-depth analysis to identify inefficiencies, bottlenecks, and areas for improvement. Qualifications 7-10 years’ experience with business analysis work involving large complex projects and building/fostering a broad range of business relationships with multiple stakeholders. Experience in financial services preferred Bachelor’s Degree Experience in project and process management and working cross-functionally Fluent in multiple technology systems with ability to quickly learn new ones. Experience with Snowflake, PowerBI, Seismic, Salesforce, Addepar preferred Excellent organization, prioritization, and time management skills Exceptional oral and written communication skills Proactive problem-solver, solutions-oriented, and demonstrated autonomy when executing on assignments Proven ability to identify gaps, inefficient processes, and automation opportunities Must be able to work in our Boston office on a hybrid schedule The annualized base pay range for this role is expected to be between $120,000-$135,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.

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