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Technical Business Analyst

Company: Allworth Financial
Location: Seattle
Posted on: May 16, 2022

Job Description:

Allworth Financial ( www.allworthfinancial.com ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993, and still run by its original founders, Scott Hanson and Pat McClain, Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a $13 billion firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 100 RIA in 2020.SUMMARY: We are looking for a Technical Business Analyst to scope, define and drive critical business initiatives to enhance the performance of the Future Client Development department. This person should be versed in cloud/hosted telephony platforms with experience compiling actionable analytics. This is a full-time position with hybrid work options from one of the following office locations: Folsom, California/ Dallas, Texas/ Atlanta, Georgia/ Cincinnati, Ohio/ Walnut Creek, CA/ Seattle, Washington/ Denver, Colorado. DUTIES AND RESPONSIBILITIES: Scope, define and drive critical Future Client Development technology initiatives to enhance performance Partner with Marketing team to integrate technology and enhance information sharing across departments Lead requirements gathering sessions and vet new technology Design adaptable and scalable solutions that meet current business needs and can be leveraged to address future needs Create data flow diagrams and process flow diagrams to facilitate better system understanding Analyze business process and design scalable solutions to increase operational maturity/efficiency Technology vendor management Lead/oversee testing efforts to ensure high quality deliverables QUALIFICATIONS: Bachelor's degree in a related discipline or equivalent experience 3+ years directly managing or playing a significant role in the management of cloud/hosted telephony platforms 3+ years relevant experience working in some capacity gathering and analyzing performance data 3+ years System/Business Analyst experience required Communication skills are essential, with an ability to translate business requirements into solutions using a consultative and design thinking approach Ability to work in a team environment and proactively problem-solve is a must Ability to ask questions and seek the highest data quality Love of numbers and manipulating data to tell a story The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job. BENEFITS We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package including flexible work arrangements, paid time off, medical and other insurances, Retirement Benefit - 401K and future growth opportunities within the company. Plus, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. Most benefits are available to full time associates. Part Time or Intern associates may not be eligible for all benefits. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

Keywords: Allworth Financial, Seattle , Technical Business Analyst, IT / Software / Systems , Seattle, Washington

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