Wealth Mgmt BA

Job Summary (List Format): - Gather, analyze, and document business and functional requirements for Wealth Management solutions. - Collaborate with cross-functional teams including wealth advisors, portfolio managers, operations, compliance, and technology. - Translate business requirements into functional specifications and user stories for development teams. - Conduct gap analysis, impact analysis, and process mapping (As-Is/To-Be) to identify process improvements. - Support the implementatio…