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Wealth Management Analyst
Milwaukee, WI
Job Description
Genesis10 is currently seeking a Wealth Management Analyst for a contract lasting through December 2024 with an insurance company in Milwaukee, WI.
Senior Business Consultant/ Analyst:
Dig deep into a specific business area and help define the details of how to drive business results through technology. Work on a cross functional team of product managers, engineers, designers and subject matter experts in an agile methodology to deliver on outcomes.
Primary Duties & Responsibilities:
Nice To Have:
Adobe Analytics - Intermediate
Atlassian JIRA - Intermediate
Business Analysis - Intermediate
Business Cases - Basic
Continuous Improvement (CI) - Basic
Gap Assessments - Advanced
Industry Benchmarking - Intermediate
Microsoft Power BI - Intermediate
Process Mapping - Intermediate
Product Demonstrations - Intermediate
Requirements Gathering - Advanced
Structured Query Language (SQL) - Intermediate
Storytelling - Basic
Test Planning - Advanced
User Research - Intermediate
Wireframing - Intermediate
If you have the described qualifications and are interested in this exciting opportunity, apply today!
Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.
For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client.
Benefits of Working with Genesis10:
* Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
* The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
* Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
* Behavioral Health Platform
* Medical, Dental, Vision
* Health Savings Account
* Voluntary Hospital Indemnity (Critical Illness & Accident)
* Voluntary Term Life Insurance
* 401K
* Sick Pay (for applicable states/municipalities)
* Commuter Benefits (Dallas, NYC, SF)
* Remote opportunities available
For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.
Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Genesis10 is an Equal Opportunity Employer/Minorities/Female/Disabled/Veteran
Senior Business Consultant/ Analyst:
Dig deep into a specific business area and help define the details of how to drive business results through technology. Work on a cross functional team of product managers, engineers, designers and subject matter experts in an agile methodology to deliver on outcomes.
Primary Duties & Responsibilities:
- Business Expertise: Provide deep expertise in at least one business area or domain with a broad understanding of business and domains surrounding the main focus. Articulate this knowledge as an expert at the department level.
- Current State, Future State and Gap Analysis: Independently assess and document current state across multiple processes, business areas and domains while consulting and mentoring other Business Analysts. Think strategically in understanding business drivers to define "target state" solutions.
- Gather Requirements: Lead requirement gathering for larger efforts and across multiple business domains or from other business analysts.
- Author User Stories and/or Features: Author user stories and/or features independently with medium to high complexity and sometimes across multiple teams. Act as a subject matter expert throughout the development process as needs arise.
- Test Plan Reviews: Support solution delivery by coordinating and facilitating the business test planning and test execution by authoring, participating in, and ensuring business sign-off of testing processes for medium and large efforts.
- Leadership: Work independently and may coordinate work for others and/or provide mentorship. May provide business direction, guidance, and decisions to development and delivery teams. Project Management: Use advanced project management skills to lead, complete and advance work.
- Bachelor's degree
- 4-5 Years Prior Experience demonstrating business analysis.
- Knowledge and skillset to position themselves as the communications expert and go to resource for key information and decisions making.
- Domain expertise via previous internships or similar roles in the past.
- Certifications demonstrating mastery of role specific competencies.
- Deep familiarity of agile & scrum development environments.
- Solves complex problems; takes a new perspective on existing solutions; exercises judgment based on the analysis of multiple sources of information.
- Branding Power Point Presentation Design
- Business Analyst, Process documentation, Project Management
- Business document review
Nice To Have:
- Experience with client
- Project management supporting the P4 leads focused on client and advisor desktop support
- P3 (Consultant) level talent - 4 - 7 years' experience
Adobe Analytics - Intermediate
Atlassian JIRA - Intermediate
Business Analysis - Intermediate
Business Cases - Basic
Continuous Improvement (CI) - Basic
Gap Assessments - Advanced
Industry Benchmarking - Intermediate
Microsoft Power BI - Intermediate
Process Mapping - Intermediate
Product Demonstrations - Intermediate
Requirements Gathering - Advanced
Structured Query Language (SQL) - Intermediate
Storytelling - Basic
Test Planning - Advanced
User Research - Intermediate
Wireframing - Intermediate
If you have the described qualifications and are interested in this exciting opportunity, apply today!
Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.
For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client.
Benefits of Working with Genesis10:
* Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
* The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
* Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
* Behavioral Health Platform
* Medical, Dental, Vision
* Health Savings Account
* Voluntary Hospital Indemnity (Critical Illness & Accident)
* Voluntary Term Life Insurance
* 401K
* Sick Pay (for applicable states/municipalities)
* Commuter Benefits (Dallas, NYC, SF)
* Remote opportunities available
For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.
Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Genesis10 is an Equal Opportunity Employer/Minorities/Female/Disabled/Veteran
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Temporary, Full Time
Required Education
Bachelor's Degree
Required Experience
4 to 5 years
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