Job Summary

A financial services company is searching for a person to fill their position for a Remote Advisor Client Experience Senior Business Analyst in Chicago.

Core Responsibilities Include:

• Translating product or functional requests from internal and external clients
• Integrating proprietary research into our advisor-facing software
• Developing an in-depth understanding of financial planning software methodologies, inputs and outputs

Qualifications Include:

• Bachelor’s degree in finance, economics, mathematics, engineering, computer science or related field
• Formal Financial Planning-related education/certification
• Understanding of both business and technical requirements
• Excellent written communication, planning, and analytical skills
• Demonstrated experience in applying quantitative methods and data analysis
• Must be willing to work under tight deadlines across multiple teams and locations with off-hours engagement