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Senior Asset Management Applications Business Analyst
Senior Asset Management Applications Business AnalystPyramid Consulting, Inc • Charlotte, NC, US
Senior Asset Management Applications Business Analyst

Senior Asset Management Applications Business Analyst

Pyramid Consulting, Inc • Charlotte, NC, US
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Immediate need for a talented Senior Asset Management Applications Business Analyst. This is a 12+ months contract opportunity with long-term potential and is located in Charlotte, NC(Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID : 25- 93161

Pay Range : $75 - $78.70 / hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities :

  • Provides senior level consulting services to business groups on process improvement projects designed to improve IT and business management results.
  • Develops and implements new processes, standards or operational plans that will have impact on the achievement of functional results.
  • Participates in defining and formulating senior leadership's IT strategy through the review of business objectives and value proposition.
  • Advises senior leadership on future business direction and aligns IT with business priorities, strategies, and operating models.
  • Recommends solutions or improvements to business processes that can be accomplished through new technology or alternative uses of existing technology.
  • Recommends long-term improvements and changes to organization's IT systems to support future business direction and growth.
  • Coaches, reviews and delegates work to lower level professionals.
  • Lead business and technical analysis to evaluate Synfinii's SalesPage, Broadridge SalesVision, and related platforms, focusing on functionality, data integration, and alignment with enterprise strategy.
  • Partner with Product, Data, Sales, and Marketing stakeholders to define evaluation criteria, including usability, reporting capabilities, scalability, and data model flexibility.
  • Document current-state workflows, data flows, and reporting use cases that inform the target-state vision for a unified distribution intelligence platform.
  • Support vendor due diligence by facilitating demonstrations, capturing requirements, and preparing comparison scorecards and recommendations.
  • Conduct gap analyses to identify where candidate platforms align—or diverge—from organizational needs.
  • Collaborate with architects and data engineering teams to assess integration points between CRM, data warehouse (Snowflake), and analytics platforms.
  • Translate evaluation outcomes into Features and Stories in Jira to inform future implementation roadmaps.
  • Present findings and recommendations to Product and Technology leadership, including readiness assessments, cost / benefit summaries, and risk considerations.

Key Requirements and Technology Experience :

  • Key skills; BUSINESS ANALYST
  • SALESFORCE
  • SALESPAGE
  • SALESVISION
  • University (Degree) Preferred
  • 5 Years Required; 7 Years Preferred
  • Physical Requirements : Sedentary Work
  • 5+ years of experience as a Business Analyst or Systems Analyst within Sales, Marketing, or CRM technology domains
  • Deep understanding of Salesforce CRM and its data structures
  • Hands-on experience with enterprise data platforms such as Snowflake and Salesforce Data 360
  • Proven ability to operate in a SAFe Agile environment, creating and maintaining Features, Epics, and Stories in Jira
  • Excellent documentation, facilitation, and presentation skills
  • Experience evaluating or implementing distribution intelligence or sales analytics platforms (e.g., SalesPage, Broadridge SalesVision, DST, or similar)
  • Background in asset management, financial services, or intermediary distribution
  • Experience with data visualization tools (e.g., Tableau, Power BI) for interpreting platform outputs
  • Familiarity with data governance, data lineage, and compliance frameworks for client and sales data
  • Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

    Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here

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