Full-time
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Lead Business Analyst for Strategic AI Projects in Wealth Management
Posted by Insight Global • May 25, 2026
Description
Join a transformative Business Analyst role directing AI initiatives in Wealth Management. Utilize your extensive experience to shape strategic decision-making in a hybrid environment.
In this hybrid position, you'll engage with senior leaders while gathering critical business requirements across wealth investment and risk management domains. Your ability to break down complex concepts into actionable workflows will drive project success. You will lead workshops, perform gap analyses, and support user acceptance testing, ensuring that the products align with stakeholder needs and expectations.
Key Responsibilities: • Manage relationships with leadership for informed decisions • Collaborate across teams on project specifications • Lead workshops for documenting business requirements • Translate complex business concepts into clear action items • Support UAT and reporting to ensure client satisfaction
Requirements: • Minimum 8 years as a Business Analyst in rel...
In this hybrid position, you'll engage with senior leaders while gathering critical business requirements across wealth investment and risk management domains. Your ability to break down complex concepts into actionable workflows will drive project success. You will lead workshops, perform gap analyses, and support user acceptance testing, ensuring that the products align with stakeholder needs and expectations.
Key Responsibilities: • Manage relationships with leadership for informed decisions • Collaborate across teams on project specifications • Lead workshops for documenting business requirements • Translate complex business concepts into clear action items • Support UAT and reporting to ensure client satisfaction
Requirements: • Minimum 8 years as a Business Analyst in rel...
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