_This position follows our hybrid work model, we expect the selected candidate to be in the office 2-3 days a week at the St. Petersburg, FL Corporate Office location._ _This role is not eligible for Work Visa sponsorship, either currently or in the future._ The Senior Business & Data Analyst – Wealth Management plays a critical role in bridging business needs and data insights within the Wealth Management organization. This role partners closely with Product Managers, business leaders, and cross-functional teams to understand objectives, analyze data, and define clear business and data requirements that support successful outcomes. The ideal candidate brings strong business analysis expertise, a deep understanding of financial services and wealth management, and experience working with complex data. They are comfortable evaluating current-state data and processes, supporting data migration efforts, and translating business needs into well-defined requirements that guide solution delivery. **Key Responsibilities** + Lead business analysis activities, including discovery, requirements gathering, documentation, and validation. + Partner with business stakeholders to understand goals, challenges, and data needs, and analyze financial and operational data to identify trends, gaps, and opportunities. + Define and document business and data requirements that support reporting, analytics, and operational use cases. + Support data migration efforts by reviewing current-state data, identifying inconsistencies, and helping align existing data sources to future-state business needs. + Communicate insights, findings, and recommendations clearly to both business and delivery teams. + Collaborate with project team members to support planning, documentation, execution, and testing activities. + Apply sound judgment related to risk management, change management, and issue resolution. + Perform additional responsibilities in support of departmental and organizational objectives. **Experience & Background** + 3–5 years of experience in a Business Analyst or Data Analyst role, preferably within financial services. + Demonstrated experience in business analysis, data analysis, and requirements gathering. + Experience supporting data migration or data transformation efforts is strongly preferred. + Broad financial services experience is highly desired. + Wealth Management experience is required. **Core Knowledge & Skills** + Business Analysis & Financial Services + Strong understanding of financial services, including wealth management products, processes, and data. + Ability to translate business needs into clear, actionable requirements. + Experience working closely with business stakeholders at various levels. + Data Analysis & Data Understanding + Strong data literacy, including the ability to analyze, interpret, and validate data. + Experience reviewing legacy or historical data and supporting data readiness activities. + Ability to identify data quality issues and collaborate on resolution efforts. **Communication & Collaboration** + Ability to explain complex information in a clear, business-focused manner. + Strong written and verbal communication skills. + Proven ability to work collaboratively in a team environment. **Tools** + Proficiency with Microsoft Office tools (Excel, PowerPoint, Word, Visio). + Experience working with reporting, analytics, or data tools is a plus, but hands-on technical expertise is not required. **Ability to:** + Serve as a key liaison between business teams, product partners, and delivery groups. + Apply deep knowledge of wealth management and financial data to support strategic initiatives. + Think analytically and make sound recommendations based on data and business needs. + Build strong relationships and work effectively across teams. + Manage multiple priorities while maintaining attention to detail and quality.