Job Description

Immediate need for a talented Senior Asset Management Applications Business Analyst. This is a 12+ months contract opportunity with long-term potential and is located in Charlotte, NC(Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID: 25- 93161

Pay Range: $75 - $78.70/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• Provides senior level consulting services to business groups on process improvement projects designed to improve IT and business management results.
• Develops and implements new processes, standards or operational plans that will have impact on the achievement of functional results.
• Participates in defining and formulating senior leadership’s IT strategy through the review of business objectives and value proposition.
• Advises senior leadership on future business direction and aligns IT with business priorities, strategies, and operating models.
• Recommends solutions or improvements to business processes that can be accomplished through new technology or alternative uses of existing technology.
• Recommends long-term improvements and changes to organization’s IT systems to support future business direction and growth.
• Coaches, reviews and delegates work to lower level professionals.
• Lead business and technical analysis to evaluate Synfinii's SalesPage, Broadridge SalesVision, and related platforms, focusing on functionality, data integration, and alignment with enterprise strategy.
• Partner with Product, Data, Sales, and Marketing stakeholders to define evaluation criteria, including usability, reporting capabilities, scalability, and data model flexibility.
• Document current-state workflows, data flows, and reporting use cases that inform the target-state vision for a unified distribution intelligence platform.
• Support vendor due diligence by facilitating demonstrations, capturing requirements, and preparing comparison scorecards and recommendations.
• Conduct gap analyses to identify where candidate platforms align—or diverge—from organizational needs.
• Collaborate with architects and data engineering teams to assess integration points between CRM, data warehouse (Snowflake), and analytics platforms.
• Translate evaluation outcomes into Features and Stories in Jira to inform future implementation roadmaps.
• Present findings and recommendations to Product and Technology leadership, including readiness assessments, cost/benefit summaries, and risk considerations.

Key Requirements and Technology Experience:

• Key skills; BUSINESS ANALYST
• SALESFORCE
• SALESPAGE
• SALESVISION
• University (Degree) Preferred
• 5 Years Required; 7 Years Preferred
• Physical Requirements: Sedentary Work
• 5+ years of experience as a Business Analyst or Systems Analyst within Sales, Marketing, or CRM technology domains
• Deep understanding of Salesforce CRM and its data structures
• Hands-on experience with enterprise data platforms such as Snowflake and Salesforce Data 360
• Proven ability to operate in a SAFe Agile environment, creating and maintaining Features, Epics, and Stories in Jira
• Excellent documentation, facilitation, and presentation skills
• Experience evaluating or implementing distribution intelligence or sales analytics platforms (e.g., SalesPage, Broadridge SalesVision, DST, or similar)
• Background in asset management, financial services, or intermediary distribution
• Experience with data visualization tools (e.g., Tableau, Power BI) for interpreting platform outputs
• Familiarity with data governance, data lineage, and compliance frameworks for client and sales data

Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

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