Agile Business Analyst (Remote Work Opportunity)

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an exciting opportunity for an Agile Business Analyst to be responsible for investigating, documenting, and delivering process and technology solutions to complex business problems as part of an agile development team. You will evaluate technologies, create documentation based on conversations with stakeholders, and interface development to clarify requirements. This opportunity will help create long-term value through frictionless service. (This is a remote work opportunity)

In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 - $95,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Business Analysis – Drive frictionless service via thoughtful deployment of technology 

• Gather, analyze, document, and validate process and technology requirements from business stakeholders 

• Serve as conduit between business and technology team members to facilitate efficient communication and delivery 

• Consult with the business and product owners to prioritize and shape the product backlog, using Agile practices for prioritization around business value; assist with JIRA administration to enable Agile across the firm 

• Provide subject matter expertise in specific functional areas related to the product team 

 Agile product team – Lead and support proactive adoption of agile process 

• Help lead agile ceremonies such as sprint planning, scrum, demos, and retrospectives 

• Drive cultural change by championing an agile mindset  

• Evaluate and provide feedback on agile adoption within the team and organization 

• Facilitate cross-functional communication to eliminate knowledge gaps 

• Mentor Business Analysts from other product teams as Agile is adopted firm-wide 

Subject Matter Expertise – Build expertise working with one of various product teams 

• Put past experience to use working on a team that matches interests 

• Work with many areas of the business to understand how each is intertwined and create a backlog of user stories to support seamless processes 

• Support change management with effective communication to end users and the centralized training team 

• Work with newly acquired firms to understand and document their needs within the broader context of the transitioning to WEG’s technology platform 

Education/Qualifications

• Bachelor's Degree in business; finance, economics, technology or related  

• 2+ years in Financial Services or equivalent experience 

• 2+ years BA, Development, or other related technology experience preferred 

• Experience with Agile development preferred 

• Superior verbal and written communication skills. 

• Proficient with Microsoft Office Suite or related software. 

• Familiarity with Salesforce, Orion, Tamarac 

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WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified for this level is $79,200.00 to $110,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position. 

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.