Senior Business Analyst

Job Summary Senior Business Process Analyst reporting to the CTO making the operational and technology investments that allow a growing advisory firm to deliver consistent, high-quality client service without adding complexity. You will be central to that effort. Winthrop Wealth has never had a dedicated business analyst.

Individual departments have owned their own processes and standard operating procedures, and the consistency of that documentation varies widely. Your job is to bridge the gap between business teams and the technology team by formalizing processes and requirements that exist in practice but have not been consistently documented, translating business needs into specifications our technology team can execute, and producing the operating procedures on the other side. Your primary output is documentation that drives decisions and unblocks implementation: process maps, gap analyses, sprint-ready user stories, and standard operating procedures.

This is a milestone-based engagement. If your Month 1 and Month 2 deliverables are usable by the technical team, the engagement extends. If they are not, we will know within 60 days and adjust.

The firm is making a multi-year technology investment, and your work in the first three months produces the evidence base that justifies continued investment. Responsibilities As our Business Process Analyst, you will: Formalize current-state documentation across the firm by: • Mapping current-state workflows across Advisory, Client Service, Operations, Compliance, Portfolio Management, Financial Planning, and Information Technology • Conducting stakeholder interviews across all departments to understand how work gets done in practice, not how people think it gets done • Identifying where teams have built workarounds, where information gaps exist between systems, and where undocumented processes have become the de facto standard • Synthesizing individual departmental workflows into integrated, end-to-end process documentation, particularly where handoffs between teams are undocumented or informal. Producing process maps and gap analyses scaled to the decision they support, with enough specificity that your output serves both the technology team and the Compliance team • Tracing upstream and downstream impacts when a process change in one area affects adjacent workflows • Identifying viable KPIs for each documented workflow and establishing baseline measurements, so the firm has a quantitative foundation for evaluating the ROI of any proposed process changes or technology investments.

Refine business needs into sprint-ready specifications by: • Writing user stories or acceptance criteria that the development team can execute in sprint cycles without scheduling a follow-up meeting to clarify what was meant • Distinguishing between what stakeholders say they want and what the business actually needs, documenting both, and reconciling the difference with the stakeholder before handing off • Prioritizing requirements by business impact, regulatory obligation, security implications, and implementation complexity • Maintaining requirements traceability from discovery through testing, confirming delivered solutions resolve each defined requirement • Structuring all specifications so that any technical resource can pick them up and execute without having been in the room during discovery Establish a prioritized implementation roadmap by: • Facilitating definition of target-state processes based on your current-state analysis and gap findings • Presenting options with pros, cons, and a clear rationale for one path forward for each recommendation • Quantifying projected impact against established baselines: time saved, error reduction, cost avoidance, compliance risk addressed. • Delivering a sequenced implementation plan tied to the firm's strategic investment milestones Own the thread from discovery through delivery by: • Following the initial engagement, working with the UAT lead to create standard operating procedures after the technology team implements your recommendations, built from your own process maps and requirements • Producing SOPs clear enough that a new hire can follow them without tribal knowledge and specific enough that compliance can audit against them • Routing completed SOPs through the firm's approval process; you are the producer, and final sign-off lives with the COO, CCO, and Director of Operations • Flagging opportunities where AI tools could reduce manual effort or improve consistency in the workflows you document, so the technology team can evaluate and prioritize those opportunities in future phases Advance the engagement efficiently by: • Building working relationships with department leads across Advisory, Client Service, Operations, Compliance, Portfolio Management, Financial Planning, and Information Technology without wasting their time; if you need 90 minutes, coming prepared so you only need 60 • Presenting findings to the CTO and Director of Operations in formats that support decision-making within 48 hours of delivery • Maintaining a detailed work plan with intermediate milestones, with weekly check-ins to align priorities and course-correct • Managing your own interview schedules, coordination, and day-to-day priorities between check-ins Qualifications • 3 to 5+ years in business analysis or operations roles, with experience embedded inside a company (not only external advisory) • Demonstrated experience producing process maps, requirements documents, gap analyses, and standard operating procedures; bring samples • Experience conducting stakeholder interviews and translating business language into technical requirements • Strong written communication. Your primary output is documents, not code. If writing is not one of your top three professional skills, this is not the right engagement. • Experience maintaining requirements traceability from elicitation through testing • Familiarity with root cause analysis methods (fishbone, 5 Whys, or equivalent) and ability to apply structured analysis to business process problems • Professional services or consulting orientation: you understand scoped engagements, milestones, and deliverable-based accountability • Proficiency with Microsoft 365 (Word, Excel, PowerPoint, Visio or equivalent diagramming tool)