Senior Business Analyst

Job Overview Join Winthrop Wealth as a contract Senior Business Process Analyst reporting to the CTO. In 2026 Winthrop Wealth is focused on Build to Scale: making the operational and technology investments that allow a growing advisory firm to deliver consistent, high‑quality client service without adding complexity. You will be central to that effort.

Winthrop Wealth has never had a dedicated business analyst. Individual departments have owned their own processes and standard operating procedures, and the consistency of that documentation varies widely. Your job is to bridge the gap between business teams and the technology team by formalizing processes and requirements that exist in practice but have not been consistently documented, translating business needs into specifications the technology team can execute, and producing the operating procedures on the other side.

Your primary output is documentation that drives decisions and unblocks implementation: process maps, gap analyses, sprint‑ready user stories, and standard operating procedures. Responsibilities Lead the firm through a structured effort to capture, synthesize, and integrate existing departmental workflows into a single documented standard for the Client Review service element, an important client‑facing service spanning Advisory, Client Service, Operations, Financial Planning, Portfolio Management, and Compliance. Work with internal stakeholders to capture the entire Client Review process from data gathering and preparation through client impact, mapping how each team’s outputs feed into the next stage and where visibility or handoffs are missing.

Use process‑mapping, gap‑analysis, and root‑cause analysis techniques (fishbone, 5 Whys, etc.) to identify inefficiencies, propose standardization, and create a unified workflow that balances consistency with acceptable variation. Document the standard for the Client Review so that it serves as a foundation for identifying opportunities to inject AI or intelligent automation into the workflow. Support the existing Salesforce UAT structure by filling gaps in documentation, refining informal requirements into formal specifications, and producing reusable templates that advance the project toward production readiness.

Navigate competing priorities, separate real needs from positional preferences, and deliver clear, concise specifications that the technology team can execute quickly. Engagement Details Engagement type: Independent contractor (1099) or corp‑to‑corp. Compensation: Hourly rates between $75 and $125, commensurate with the scope of experience you bring to both workstreams.

Duration: 3‑month initial engagement with defined milestones; extension based on delivery. Hours: Approximately 28 hours per week. Location: Primarily remote with periodic on‑site in Boston for stakeholder interviews and workshops (estimate 1–2 days per week).

Environment: RIA. Compliance is a design constraint that shapes every workflow and system decision. Everything you document must account for regulatory implications.

Qualifications 3 to 5+ years in business analysis or operations roles, with experience embedded inside a company (not only external advisory). Demonstrated experience producing process maps, requirements documents, gap analyses, and standard operating procedures; bring samples. Experience conducting stakeholder interviews and translating business language into technical requirements.

Strong written communication. Your primary output is documents, not code. If writing is not one of your top three professional skills, this is not the right engagement.

Experience maintaining requirements traceability from elicitation through testing. Familiarity with root‑cause analysis methods (fishbone, 5 Whys, or equivalent) and ability to apply structured analysis to business process problems. Professional services or consulting orientation: you understand scoped engagements, milestones, and deliverable‑based accountability.

Proficiency with Microsoft 365 (Word, Excel, PowerPoint, Visio or equivalent diagramming tool). Bonus Points for Active user of AI tools (ChatGPT, Claude, Copilot, or similar) in your professional work to accelerate analysis, draft documents, or identify patterns. Familiarity with Salesforce (Financial Services Cloud) from an analysis and requirements perspective.

Experience with Salesforce Flow Builder, Microsoft Power Automate, or similar tools for workflow orchestration. Experience with Jira, Azure DevOps, or similar tools for managing user stories and sprint handoffs. Understanding of SEC, Reg S‑P, or similar financial regulatory compliance frameworks.

Experience with service delivery model design or operations optimization in professional services firms. #J-18808-Ljbffr