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Product Analyst/ Business Process Management jobs in United States
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The Computer Merchant, LTD (TCM) · 15 hours ago

Product Analyst/ Business Process Management

The Computer Merchant, LTD (TCM) is seeking a Senior Product and Business Analyst who plays a critical role in the development, implementation, and delivery of client-facing solutions that support the firm's core business strategy. This position focuses on enhancing the advisor desktop experience through collaboration with internal teams and financial advisors, ensuring solutions align with business objectives.
Consumer ElectronicsHuman ResourcesInformation TechnologyStaffing Agency
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H1B Sponsor Likelynote

Responsibilities

Collaborate directly with internal users and financial advisors to understand pain points and opportunities
Gather and validate requirements through interviews, observations, surveys, and facilitated workshops
Lead and participate in brainstorming sessions to identify improvements to the advisor experience
Capture, analyze, and interpret data to uncover efficiency and optimization opportunities
Define and document detailed functional and non-functional business requirements, including business processes, rules, data, and security needs
Partner with team members to develop project schedules, reports, and documentation, and act as a project lead when required
Facilitate and participate in user testing to ensure solutions meet functional, design, and user experience requirements
Lead the preparation and delivery of user training for new or enhanced process solutions
Provide ongoing support for implemented solutions, including maintenance and future enhancements
Perform additional duties and responsibilities as assigned

Qualification

Business process improvementFinancial services experienceRequirements analysisData analysisTechnology systems integrationChange managementProject managementMicrosoft Office proficiencyCreative problem-solvingEffective communication

Required

3+ Years of experience in process improvement from business perspective, specifically creating business efficiency processes
4+ years minimum total Experience ideally in the Financial Service Industry, Ideally Wealth Management
Experience working with technical teams as well as senior business stakeholders
Bachelor's degree in computer and information science, finance, or a related business field
Minimum of five years of experience in wealth management, preferably with direct involvement in building technology platforms, products, and services for independent registered investment advisors and introducing broker dealers

Benefits

Medical, dental and vision benefits
Dependent care flexible spending account
401(k) plan
Voluntary life/short term disability/whole life/term life/accident and critical illness coverage
Employee assistance program
Sick leave in accordance with regulation

Company

The Computer Merchant, LTD (TCM)

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The Computer Merchant, LTD®, (TCM) is a Veteran-Owned, nationally recognized Information Technology & Software Engineering staffing and services firm.

H1B Sponsorship

The Computer Merchant, LTD (TCM) 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 (1)
2024 (1)

Funding

Current Stage
Late Stage

Leadership Team

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John Danieli
President & CEO
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Company data provided by crunchbase