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Director, Digital Business Analysis

Company: AssetMark
Location: Concord
Posted on: September 12, 2020

Job Description:

The Director, Digital Business Analysis is responsible for identifying client’s digital needs and developing solutions to meet those needs, based on data and consumer insights. This role works in combination with other Business Analysts on the Digital team and technical team members to drive the development of new solutions.

Responsibilities:

Provide overall project strategic direction and guidance for a portfolio of projects, engaging key stakeholders and technical resources along the way Is an influential voice on behalf of the customer (our advisors and their clients) constantly thinking about their needs and the reflection of those needs in the products we deliver

Manage projects by defining and achieving project outcomes and meeting project key performance metric targets Works with the development team to create and manage a digital road-map

Leads small multidisciplinary teams (key stakeholders, other business owners and IT) to: Set priorities for the project team

Build enabling features that are beneficial to our clients and the digital client journey

Translate client needs into projects and then into user stories, business requirements and technical requirements

Prioritize new features/development and integrate the new capabilities into the business

Collaborate with shared design resources to produce visual prototypes and wireframes

Actively accountable for: project status, resourcing, budgeting and timelines, in concert with the PMO and project managers

Establish successful collaboration models with key partners and functional leadership teams

Required Qualifications

10+ years’ experience in digital solutions development, business analysis, and/or project management in fast-paced, demanding environment

Self-directed and results driven, with demonstrated ability to prioritize and execute on digital projects and solutions

Experience facilitating stakeholder input and translating client needs into business requirements

Ability to engage senior leaders and key stakeholders around recommendations and elicit feedback, buy-in and approval

Experience leading complex, cross functional projects

Strong knowledge of digital solutions life-cycle and iterative development processes

Bachelor’s degree in Business and/or Information Systems or equivalent work experience

Experience with various technologies

Solid Microsoft Teams and Microsoft Office skills: Excel, Word, PowerPoint, Project, and Visio

Preferred Qualifications:

Prior experience in the Financial Services industry and Wealth Management. Understanding the Financial Advisor role and how technology is leveraged to support their practice a plus

MBA or Graduate Degree

Project Management Professional (PMP) or Certified Business Analysis Professional (IIBA CBAP) certifications

Management/Strategy professional services consulting experience

AssetMark, Inc. is a leading strategic provider of groundbreaking investment and consulting solutions created to serve independent financial advisors and help them create great outcomes for their clients. Through a consistent program of engagement, education and community-building, AssetMark brings like-minded advisors together to share their ideas, experiences and solutions. This collaboration guides our development of investment, client relationship and practice management tools that advisors can tap to help clients achieve their investment objectives and life goals.

We are always seeking bright, creative, energetic individuals who want to learn and grow with the company. AssetMark is an innovative organization, delivering the best services in the industry. We offer a rewarding work environment, competitive salaries, full benefits, and excellent opportunities for career growth. We are headquartered in the San Francisco Bay Area. We also have regional offices in Phoenix, AZ, Encino, CA, Atlanta, GA, Chicago, IL, and State College, PA. Become a part of our growing team today!

Posted 4 Days Ago

Req-000590

About Us We have talented, passionate and dedicated associates at AssetMark. If you're looking to join a friendly, supportive environment where everyone works together to make a difference in the lives of advisors and their clients, come work for us. You'll find myriad opportunities to learn and grow professionally in a fun, fast-paced, and challenging environment.

Keywords: AssetMark, Concord , Director, Digital Business Analysis, Other , Concord, California

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