Business Systems Analyst

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $21 billion in AUM as of December 31st, 2023, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

We are hiring for a Business Systems Analyst who will play a critical role in supporting EP Wealth Advisors' mission by optimizing and enhancing our enterprise-wide Business Systems. This individual will collaborate closely with various stakeholders to understand business requirements, streamline processes, and implement technology solutions that drive operational efficiency and client satisfaction. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection

Salary Range: $100,000 - $130,000 plus annual bonus

Remote in the U.S. (preferably West Coast hours)

Duties and Responsibilities:

• Requirements Gathering and Analysis:
  • Engage with stakeholders across different departments to elicit and analyze business needs and objectives.
  • Conduct comprehensive analysis of existing business processes and systems to identify opportunities for improvement.
  • Document clear and concise business requirements, user stories, and functional specifications.
• System Design and Architecture:
  • Work closely with IT teams and external vendors to design scalable and sustainable enterprise Business Systems.
  • Collaborate on system architecture and data models that align with EP Wealth Advisors' business strategy and regulatory requirements.
  • Ensure system designs adhere to industry best practices and security standards.
• Solution Development and Implementation:
  • Participate in the evaluation, selection, and customization of enterprise software solutions, including financial planning tools, portfolio management systems, tax preparation systems, etc..
  • Develop and manage user stories for business applications to meet specific business needs and integrations.
  • Collaborate with development and stakeholder teams to ensure successful implementation and seamless integration of systems.
• System Maintenance and Support:
  • Provide ongoing support and maintenance for enterprise Business Systems, including troubleshooting issues and implementing enhancements.
  • Conduct regular system audits and performance monitoring to identify areas for optimization and improvement.
  • Act as a subject matter expert and provide training and guidance to end-users on system functionality and best practices.
• Stakeholder Communication and Collaboration:
  • Foster strong relationships with stakeholders at all levels of the organization to ensure alignment of business and technology objectives.
  • Facilitate communication and collaboration between business users, IT teams, and external partners throughout the project lifecycle.
  • Solicit feedback from end-users and stakeholders to continuously improve system functionality and usability.

• Bachelor's degree in Computer Science, Information Systems, Business Administration, or a related field.
• 5 years of experience as a Business Systems Analyst or similar role, preferably in the financial services industry.
• Strong understanding of wealth management processes, including financial planning, investment management, and client relationship management.
• Proficiency in requirements gathering, documentation, and analysis techniques.
• Hands-on experience with enterprise software solutions such as Tamarac, portfolio accounting systems, tax preparation software, integrations with a CRM.
• Excellent communication, collaboration, and problem-solving skills.
• Ability to work independently, prioritize tasks, and manage multiple projects simultaneously.

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays
• 3 Weeks (PTO)
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program
• Complimentary Food and Snacks

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.