Alpha Consulting Corp. ยท 1 week ago
Business Analyst - Insurance Advisory
New York, NY
Full-time
Onsite
Mid LevelAlpha Consulting Corp. is seeking a Business Analyst specializing in Insurance Advisory. The role involves providing expertise in wealth management products, collaborating with various teams to enhance client servicing, and leading complex programs related to CRM systems and regulatory compliance.
ConsultingPharmaceuticalStaffing Agency
Responsibilities
Product Expertise Deep understanding of wealth management products such as investment portfolios, estate planning, tax optimization, trust Services, insurance advisory, and retirement planning, Alternate Investment
Client Platforms Experience with Client Online, Advisor Desktop, and Client Associate Servicing Portal platforms, including workflow and operations support
Program Leadership Proven track record of working on complex programs involving CRM systems, account onboarding, e-delivery consent, and regulatory compliance
Stakeholder Engagement 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
Alpha Consulting Corp.
Alpha Consulting Corp. has been exceeding expectations in the IT, pharmaceutical, and clinical staffing business since 1994.
Founded in 1994
201-500 employees
H1B Sponsorship
Alpha Consulting Corp. 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 (2)
2024 (4)
2023 (3)
2021 (4)
2020 (6)
Funding
Current Stage
Growth StageCompany data provided by crunchbase