Bluespring Wealth Partners · 9 hours ago
Business Analyst
Austin, TX
Full-time
Hybrid
Senior Level
5+ years expBluespring Wealth Partners is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. As the Business Analyst, you will play a critical role in shaping how acquired firms transition into the Bluespring operating model by applying advanced analytical and problem-solving skills to design solutions for complex business challenges.
Financial Services
No H1B
Responsibilities
Lead functional discovery during due diligence to capture high‑level business processes and inform integration scope, sequencing, and resource planning
Identify process, data, and operational risks; develop mitigation plans and escalate critical issues to integration leadership
Analyze and document current‑state processes across acquired firms and enterprise functions, translating findings into actionable integration plans
Design current‑to‑future‑state workflow mappings aligned with the target operating model, highlighting gaps and harmonization needs
Drive adoption of improved workflows by collaborating with firms and shared services teams, updating SOPs and related documentation
Partner with technology teams to define integration requirements, evaluate solution options, and ensure alignment with enterprise systems strategy
Lead data migration and UAT efforts, including mapping, validation, cutover planning, test scenario design, and readiness for go‑live
Develop training materials to support adoption of Bluespring’s technology ecosystem and enterprise platforms
Build dashboards and conduct data analysis to track KPI progress, identify trends or risks, and inform leadership decisions
Facilitate cross‑firm collaboration, produce high‑quality process documentation, and influence stakeholders through clear communication and structured analysis
Qualification
Required
5+ years of business analysis experience, with significant exposure to M&A integrations, transformation programs, or complex multi-entity operating environments
Bachelor's degree or equivalent industry related experience
Proficiency with collaboration tools (Confluence, JIRA, Smartsheet, MS Project) and standard project management approaches
Experience in wealth management ideally within a growth-oriented, change-driven, or integration-focused role
Exceptional communication skills with demonstrated ability to influence senior stakeholders across merging organizations
Advanced analytical abilities, including strong process engineering, workflow design, and data interpretation skills
Highly organized with the ability to manage multiple complex priorities in a fast-paced integration environment
Strong understanding of operational model design, business architecture, and cross-functional process dependencies
Proficiency with SQL or other analytical tools; Salesforce experience ideal
Ability to navigate ambiguity, provide structure, and drive clarity in fluid integration scenarios
Experience contributing to change management, adoption planning, and cross-firm harmonization initiatives
Travel up to 25%
Candidates must be legally authorized to work in the United States without the need for current or future employer-sponsored immigration support
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra
Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP
Preferred
Experience leading process harmonization, workflow redesign, or system integration efforts strongly preferred
Benefits
401(k)
Health insurance
A competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Company
Bluespring Wealth Partners
Bluespring Wealth Partners specializes in the acquisition and servicing of wealth management firms seeking continuity for clients.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Angela Osborne
Chief Operating Officer
Recent News
2026-01-16
Company data provided by crunchbase