Lead Solutions Analyst II | Business Systems, Data & AI (Wealth Management)

Join our team as a Lead Solutions Analyst II | Business Systems, Data & AI (Wealth Management) and be at the forefront of driving technical innovation and strategic business solutions. Your role will be key to transforming complex challenges into efficient, tailored solutions, fostering both personal and professional growth.

As a Lead Solutions Analyst II | Business Systems, Data & AI (Wealth Management) in the Asset & Wealth Management line of business, you will play a pivotal role in bridging the gap between product owners, business, operations, and software developers by leveraging your technical and analytical reasoning skills. You'll elicit and document business and data flow requirements, translating them into well-structured and technically feasible solutions. Bringing an AI-first approach, you'll apply modern tools and an awareness of emerging technology to investigate problems and accelerate your work, taking ownership of features and driving initiatives forward. Your adaptability will be valuable in ambiguous situations and in effectively handling dependencies. Your strong foundation in data analytics will support the development of innovative solutions, and your excellent verbal and written communication skills will ensure clear and compelling exchanges with diverse stakeholders, fostering collaboration and driving the success of the company's projects and programs.

Job responsibilities

• Contribute to data-driven decision-making by extracting insights from large, diverse data sets and applying data analytics techniques
• Collaborate with cross-functional teams to provide input on architecture designs and operating systems, ensuring alignment with business strategy and technical solutions 
• Drives team adoption of enterprise-authorized AI-assisted engineering practices within the work environment to improve code quality, delivery speed, and operational outcomes (e.g., AI-assisted code review/refactoring, test strategy acceleration, incident/root-cause analysis support), while establishing consistent validation standards (secure coding, peer review, automated testing) and promoting reuse of effective patterns across the team
• Applies knowledge of tools within the Software Development Life Cycle toolchain, including enterprise-authorized AI-assisted development and automation capabilities, to improve the value realized by automation
• Assist in managing project dependencies and change control by demonstrating adaptability and leading through change in a fast-paced environment
• Promote continuous improvement initiatives by identifying opportunities for process enhancements and applying knowledge of principles and practices within the Solutions Analysis field
• Guide the work of others, ensuring timely completion and adherence to established principles and practices

Required qualifications, capabilities, and skills

• 2+ years of experience or equivalent expertise in solutions analysis, with a focus on eliciting and documenting business and data flow requirements
• Demonstrated proficiency in data fluency, including experience with data extraction, interpretation, and making data-informed decisions
• Developing technical fluency in relevant platforms, software tools, and technologies, with a curiosity to continuously expand technical knowledge
• Demonstrated experience leading effective use of approved AI-assisted software development tools (e.g., for coding, code review, test acceleration, troubleshooting) with the ability to set team expectations for validating AI outputs for correctness, performance, and security
• Strong understanding of responsible AI use in engineering workflows, including data sensitivity considerations, secure handling of inputs/outputs, and adherence to resiliency and security expectations; experience coaching engineers on safe, compliant adoption within delivery practices
• Experience in data visualization and analytics, including understanding of vendor products and managing vendor relations
• Strong written communication skills, with a proven ability to effectively translate complex information for diverse stakeholder audiences
• AI-first approach to problem-solving, with comfort experimenting with and applying AI tools to research, analysis, and day-to-day workflows
• Experience working in a collaborative, cross-functional environment with both technical and non-technical stakeholders
• Strong written and verbal communication skills, with the ability to clearly articulate complex problems in multiple ways and present to diverse audiences
• Proficiency in creating business requirements documents, process flows, and user stories

Preferred qualifications, capabilities, and skills

• Hands-on experience using AI tools such as generative AI assistants or LLM-based tools to support analysis, documentation, or productivity
• Familiarity with wealth management, financial services, or investment products and platforms
• Experience working within agile or scrum delivery frameworks
• Exposure to data analysis tools or query languages such as SQL, and to data visualization platforms
• Understanding of Cloud based platforms such as AWS.
• Understanding of API integrations, system architecture, or modern data and AI pipeline concepts
• Experience supporting technology implementations or digital transformation initiatives