Senior Business AnalystOne Trusted Advisor

Job Summary

We're looking for someone with 5-10 years of experience as a Business Analyst, preferably within an RIA firm. The ideal candidate will have a strong background in business analysis and project management, with proficiency in project management software such as Monday.com, Asana, or Trello. They will also possess excellent communication skills, attention to detail, and a strong sense of ownership.

Responsibilities
  • Design and implement business solutions to drive growth and efficiency
  • Create and maintain documentation, and communicate effectively with the Executive team
  • Manage projects from inception to completion, ensuring deadlines and objectives are met
Qualifications
  • Proven track record of successful business analysis in a similar role
  • Ability to work independently and manage multiple projects simultaneously
  • Strong understanding of the financial services industry and RIA firms
Requirements
  • Business Analysis5 - 10 years
  • Project Management5 - 10 years
  • Clear Communication
  • Attention to Detail
  • Ownership of work
About Us

Are you seeking to make a meaningful difference in people's lives through your work?


At One Trusted Advisor, we're dedicated to alleviating the tax, financial, and legal burdens that weigh heavily on individuals, families, and businesses.


With over 20 years of experience and professional expertise, we understand the complexities and inefficiencies that arise from fragmented advice. That's why we're committed to guiding our clients through a transformative journey, providing them with the knowledge, support, and tools they need to thrive.

What We Offer
  • Competitive annual salary of $77k-$130k DOE
  • Healthcare stipend
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