Job Summary: The Business Analyst Team Lead will play a dual role as both a hands-on business analyst and a tactical lead for other business analysts on the team.
The ideal candidate will have strong experience in Salesforce and be skilled in back-office automation, front-end user experience development, or efficiency improvements.
This role requires a blend of strategic oversight and detailed execution, ensuring business needs are understood, documented, and translated into actionable technical requirements.
In addition to performing core BA functions, the Business Analyst Team Lead will provide day-to-day guidance and support to team members, helping them navigate complex project challenges, ensuring consistent quality, and fostering the adoption of best practices.
Location: Ideal candidates will be located in New Orleans, LA and work in a hybrid capacity.
Candidates from Pittsburgh, PA and Stamford, CT may also be considered.
Responsibilities: Hands-On Business Analyst Responsibilities: Collaborate directly with business stakeholders to analyze, document, and translate business requirements into actionable technical specifications.
Act as a liaison between business and technical teams, ensuring clear communication and alignment on project objectives and deliverables.
Facilitate workshops and meetings with stakeholders to gather feedback, validate requirements, and refine solutions.
Create and maintain comprehensive documentation, including business requirements, user stories, process models, and flowcharts.
Lead the analysis and validation of solutions post-implementation, ensuring they meet business needs and deliver expected outcomes.
Identify opportunities for process improvements and recommend innovative solutions to optimize business operations and user experience.
Mentor and Tactical Lead Responsibilities: Provide day-to-day tactical leadership and guidance to a team of Business Analysts and Senior Business Analysts, fostering a collaborative environment and ensuring alignment with project goals.
Act as a subject matter expert (SME) on Salesforce and business analysis best practices, ensuring consistency and quality across deliverables.
Guide and review the work of team members, offering constructive feedback and support to ensure alignment with project goals and adherence to best practices.
Collaborate with project managers to estimate project timelines, plan resources, and track progress to ensure timely delivery of projects.
Serve as the primary escalation point for business analysis issues, addressing challenges and facilitating resolution to maintain project momentum.
Develop and deliver training sessions or resources to enhance the skill sets of the team, including tool proficiency, documentation standards, and communication strategies.
Qualifications: BA/BS degree in Business, Computer Science, Information Technology, Data Science, Engineering, or a related field.
Minimum of 5 years of experience as a Business Analyst, Product Owner, or similar role.
Demonstrated experience with the Salesforce platform, including Financial Services Cloud, Experience Cloud, Data Cloud, or Tableau.
Proven ability to analyze complex business processes and translate them into technical requirements.
Expertise in creating detailed documentation (business requirements, use cases, process models) and proficiency in relevant tools.
Excellent communication and stakeholder management skills, with the ability to convey complex concepts to both technical and non-technical audiences.
Leadership qualities, with experience guiding and mentoring other team members in a business analysis or technical role.
Experience in the financial services, wealth management, or banking industries preferred.
Previous experience in a lead or tactical leadership role, with demonstrated success in leading teams preferred.
Expertise in process automation and user experience design, particularly in the context of Salesforce implementations preferred.
Experience with the Atlassian product suite, including Confluence and Jira preferred.
Who We Are: EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.
NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients.
Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $30 billion in client assets and support over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts.
What We Offer: Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions.
EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).
Applications will be accepted on an ongoing basis.