Technical Business Analyst - Wealth Management

Reposted Yesterday
Milwaukee, WI
Hybrid
65K-138K Annually
Mid level
Fintech • Insurance • Financial Services
Start-Up Vibes with The Stability of a Fortune 100 Company.
The Role
The Technical Business Analyst will collaborate with cross-functional teams to enhance business results in Wealth Management through requirement gathering, gap analysis, and project management in an agile environment.
Summary Generated by Built In
Summary
Dig deep into a specific business area and help define the details of how to drive business results through technology. Work on a cross-functional team of product managers, engineers, designers and subject matter experts in an agile methodology to deliver on outcomes.
Primary Duties & Responsibilities
  • Business Expertise: Partner with peer group, business partners and product management to learn the Wealth Management domain, while continuing to learn and grow knowledge across the enterprise.
  • Current State, Future State and Gap Analysis: Document and assess current state in a few processes, or single business area / domain.
  • Assist with task-based work items in more complex situations.
  • Gather Requirements: Responsible for fact-based requirement gathering, including all system, technical and intake requests.
  • Author User Stories and/or Features: Author user stories and/or features independently with low to medium complexity while participating in some task-based work in higher complexity situations.
  • Assist throughout the development process as needs arise.
  • Test Plan Review: Assist with coordinating and reviewing test plans for smaller or non-complex efforts.
  • Independently provide execution on testing as needed (UAT, checkouts, etc.).
  • Project Management: Use project management principles to successfully complete and advance work.
  • Backlog Management: Partner with Engineering team leads in backlog prioritization and business acceptance criteria.

Qualifications
  • Bachelor's degree.
  • 1-3 Years Prior Experience in industry or business.
  • Ability to lean on strong communication skills to influence outcomes while approaching conflict with organizational savviness.
  • Domain expertise via previous internships or similar roles in the past. Wealth Industry knowledge preferred.
  • Certifications demonstrating mastery of role specific competencies.
  • Deep familiarity of agile & scrum development environments.
  • Solves problems in straightforward situations; analyzes possible solutions using technical experience, judgment and precedents.

Compensation Range:
Pay Range - Start:
$64,820.00
Pay Range - End:
$120,380.00
Geographic Specific Pay Structure:
Structure 110:
$71,330.00 USD - $132,470.00 USD
Structure 115:
$74,550.00 USD - $138,450.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
FIND YOUR FUTURE
We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups

Top Skills

Agile
Scrum

What the Team is Saying

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The Company
HQ: Milwaukee, WI
8,400 Employees
Year Founded: 1857

What We Do

You’ll Like It Here

At Northwestern Mutual, we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years.

Here, you’ll be with a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs.

We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities, commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://careers.northwesternmutual.com/

Why Work With Us

We invest in our people. We know careers are about choices, so we provide intentional opportunity. Here you can build creative ways to make finance accessible anywhere and revolutionize traditional processes. As a mutual company, our focus is our people — whether professional development or investments in the community. 

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About our Teams

Northwestern Mutual Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We offer a flexible, hybrid approach for our employees . Teams are in the office a few days a week and work from home the others.

Typical time on-site: Flexible
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HQMilwaukee, WI
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