Business Analyst - Development & Delivery

NewEdge Capital Group LLC is a rapidly scaling wealth management firm, and they are seeking a Business Analyst to join their Development & Delivery team. The role involves leading requirements discovery, documenting user stories, and contributing to product direction while ensuring effective communication across teams.

Responsibilities:

• Lead requirements discovery, documentation, and traceability across active initiatives
• Write user stories and acceptance criteria developers can build from and QA can test against
• Maintain a current, prioritized backlog and help the team operate with consistent delivery rhythm
• Analyze systems, APIs, and data flows well enough to ask the right questions of developers and architects
• Facilitate workshops and sign-off sessions that build real alignment, not just signatures
• Contribute to product direction — what gets built, in what order, and why
• Navigate competing priorities across multiple business unit

Requirements:

• 3–5 years as a Business Analyst, Technical Business Analyst, Business Systems Analyst, or similar
• Bachelor's degree in business, Information Technology, Data Science, Engineering, or equivalent experience
• Strong working knowledge of Salesforce (Financial Services Cloud, Sales Cloud)
• Proficiency in Atlassian (Jira, Confluence) — central to how we operate
• Precision with requirements: structured, testable, traceable
• Comfort with technical discussions about systems, data, and integrations
• Judgment in ambiguity and a perspective shaped by where you've worked before
• Real interest in AI tooling and how it changes delivery work — we're early in our investment and need people who want to be part of that
• Wealth management, RIA, or other regulated financial services experience
• Custodial platform experience (Fidelity, LPL, Schwab)
• Financial data APIs and Salesforce integrations
• Generative AI tool familiarity (e.g., Claude)
• Product ownership or hybrid BA/PO experience