Senior Business Analyst

Job Description:

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.

The Job/What You'll Do:
Are you passionate about technology, a critical thinker, and skilled at adapting to changing priorities? If so, the Senior Business Systems Analyst position at AssetMark could be an excellent fit for you. In this role, you’ll contribute to the full project lifecycle, from conception to post-deployment, by defining business and functional requirements, tracking project progress, and assessing the effectiveness of deployed initiatives.

Your expertise in process mapping, engineering, and modeling, combined with exceptional organizational and analytical abilities, will be critical to your success. The ideal candidate will have demonstrated success in eliciting business requirements through interviews, document analysis, use cases, scenarios, and process analysis. Strong skills in writing business and functional requirement documents are a must.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to out Concord, CA office.

Responsibilities

• Serve as the liaison between IT and business stakeholders, facilitating analysis, requirements definition, and design activities for new solutions or integration projects.
• Collaborate with business stakeholders to document business requirements, use cases, and functional specifications, while providing strategic advice on business processes and solutions.
• Develop a holistic understanding of a broad range of business processes and related systems.
• Work closely with technical partners to develop and evaluate solution alternatives.
• Communicate effectively with management, team members, and business partners, both orally and in writing.
• Analyze and resolve complex business problems, determining suitable IT solutions.
• Create use cases and participate in user acceptance testing (UAT).
• Communicate complex concepts clearly to diverse audiences.

Knowledge, Skills & Abilities:

• Proven ability to create business and functional requirement documents and other relevant BSA artifacts.
• Strong written and verbal communication skills, with exceptional interpersonal abilities.
• Demonstrated experience in analyzing large datasets, with strong analytical and problem-solving skills.
• Highly detail-oriented, meticulous, and self-directed.
• Proficiency in Microsoft Office Suite (Word, Excel, Visio, PowerPoint, and Outlook).
• Experience using Jira and Confluence for project management and documentation.
• Basic knowledge of SQL is required.
• Experience in the wealth management or financial services industry is a plus.

Education & Experience:

• 5+ years of experience as a Business Systems Analyst on small to medium-sized projects.
• Bachelor's degree in Computer Science, Information Technology, or a related field.

Compensation: The Base Salary range for this position is between $115,000-$125,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.