LanceSoft, Inc. ยท 1 day ago
Business Analyst
New York, NY
Contract
Hybrid
Mid Level
$50/hr - $52/hrLanceSoft, Inc. is seeking a Business Analyst with a deep understanding of wealth management products. The role involves collaborating with various teams to ensure seamless integration of business rules and enhancements in client servicing while leading complex programs related to CRM systems and compliance.
Information Technology
Hiring Manager
Anuj Sharma
Responsibilities
Deep understanding of wealth management products such as investment portfolios, estate planning, tax optimization, trust Services, insurance advisory, and retirement planning, Alternate Investment
Experience with Client Online, Advisor Desktop, and Client Associate Servicing Portal platforms, including workflow and operations support
Proven track record of working on complex programs involving CRM systems, account onboarding, e-delivery consent, and regulatory compliance
Collaborate with advisors, operations, and compliance teams to ensure seamless integration of business rules and client servicing enhancements
Qualification
Required
Deep understanding of wealth management products such as investment portfolios, estate planning, tax optimization, trust Services, insurance advisory, and retirement planning, Alternate Investment
Experience with Client Online, Advisor Desktop, and Client Associate Servicing Portal platforms, including workflow and operations support
Proven track record of working on complex programs involving CRM systems, account onboarding, e-delivery consent, and regulatory compliance
Collaborate with advisors, operations, and compliance teams to ensure seamless integration of business rules and client servicing enhancements
Familiarity with platforms like D365, Salesforce, Portfolio Analytics, and data modeling tools
Ability to translate business needs into functional specifications
Strong capability in financial analysis, risk assessment, and scenario modeling for high-net-worth clients
Excellent verbal and written communication skills to engage with cross-functional teams and senior stakeholders
Preferred
Preferred certifications include CFA, CFP, FRM, or other financial industry credentials that validate domain expertise
Company
LanceSoft, Inc.
Established in 2000, LanceSoft is a pioneer in delivering top-notch Global Workforce Solutions and IT Services to a diverse clientele.
Founded in 2000
5001-10000 employees
H1B Sponsorship
LanceSoft, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (55)
2024 (32)
2023 (23)
2022 (25)
2021 (60)
2020 (80)
Funding
Current Stage
Late StageLeadership Team
Ram Karuppusamy
Chairman & CEO
Simon Dealy
Chief Financial Officer
Company data provided by crunchbase