Experience
Industry
Skills
Workhours

What you will do: 

  • Working with business and/or product owner, you will formulate and help define system scope matrix, objectives, and requirements through best practice disciplines, research, and requirements gathering. 
  • You will lead and/or assist business and technical teams to develop and/or modify processes to resolve moderate to complex business issues. 
  • You will support design, build, and test phases for assigned projects including defect triage and resolution. 
  • Provide the team an analysis of business and user needs, elicitation, organization and documentation of user stories, business requirements, process flows, and translation of business requirements into functional requirements and acceptance criteria to capture what the team discussed and agreed upon. 
  • Support solution and functional specification definition. 
  • When available, you will review impacted systems’ technical and logical design for the ability to lead through creating or updating system/process/data flow diagrams with minimal support. 
  • Utilize basic SQL skills to perform data queries that are simple to medium in complexity to support analysis as needed throughout all phases of the project. 
  • Collaborate with project managers to develop detailed project information for their task assignments. 

What you need to have: 

  • Bachelor’s degree or equivalent experience in a directly related field or industry required 
  • 7-10 yrs experience in business analysis, business systems, or both 
  • 3+ yrs experience using Microsoft Office application Word, Excel, Visio, SharePoint, Outlook, PowerPoint, Teams.
  • 2+ yrs experience using JIRA and Confluence for scribing and managing use cases, user stories, requirements and acceptance criteria.
  • 3+ yrs experience with excellent meeting facilitation and communication skills 
  • Astute Knowledge of financial services industry in one or more of the following: Brokerage Services, Wealth Management, Advisory, trading platforms/systems, finance, online account services, cash management 
  • Knowledge of BA Professional best practices of Business Analysis/Business Systems Analysis
  • Comprehensive understanding of best practices related to release and change management, software development life cycle, workflow and process modeling and diagrams 
  • Proven proficiency leading through completion of high-quality business, functional/ non-functional requirement documentation – solid understanding of business requirements vs solution oriented functional requirements.
  • Proven talent in developing a business analysis plan in support of providing meaningful project phase estimates for all business analyst activities - especially takes ownership and accountability for the requirements phase and is highly capable to plan the tasks, effort and duration of all the tasks necessary to complete the BRD, FRD and supplementary documentation 
  • Must have strong and creative problem-solving skills 

Really catch our eye with: 

  • Proven talent in strategic thinking and thought leadership necessary for understanding goals and objectives as well as the detailed activities within a project 
  • Highly experienced in eliciting and being able to pick out requirements in a conversation, not necessarily being given explicit call outs of requirements
  • Proven talent working within virtual teams, including utilizing available tools for efficient meeting facilitation 
  • Proven talent to drive towards effective and timely results of all tasks and assignments

Our top performers share the following traits: 

  • Strong ability to lead meetings and conversations – asking questions, managing the dialogue to achieve the objectives and agenda of the discussion 
  • Self-starter; initiates action and doesn’t wait to be guided
  • Inquisitive; naturally asks lots of questions 
  • Able to work with minimal guidance by applying knowledge and previous experience at work 
  • Ability to learn quickly and operate effectively in a fast-paced environment 
  • Superior decision-making and creative problem-solving skills
  • Team player with a high degree of professional ethics and integrity 
  • Results-oriented 
  • Strong analytical and organizational skills 
  • Top notch oral and written communication skills
  • Excellent verbal and written communication

What we give you in return:

Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years. 

About Cetera Financial Group:

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: This recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

About Cetera Financial Group®

Cetera Financial Group® ("Cetera") is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245.

Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. 

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. 

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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Confirmed a day ago. Posted 30+ days ago.

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