Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance.

With headquarters in Holmdel, New Jersey, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.

We are seeking a Business Analyst with experience in Financial Services who must currently live in Minneapolis, MN.

Summary of Position:

Our Business Analyst II creates business requirements for new clients and large change requests into workable solutions. Use best practices to configure and implement all the relevant requirements. We seek self-motivated individuals who can help simplify the day-to-day lives of our partners in the Financial Services industry.

The ideal candidate must learn and understand the Docupace proprietary platform to properly organize, design, and construct various tasks across several clients, potentially affecting multiple business areas and departments. This individual will have flexibility in using their creativity and imagination to design a solution for a client, exceeding the industry standard of pre-determined solutions. Additionally, this role bridges our Customer Care Team and Product Management Team, allowing for future career pathways, including Business Analyst III-IV, Product Business Analyst, and Product Architect. This individual will be expected to complete project tasks on schedule while producing and maintaining quality work. Other essential responsibilities may include, but are not limited to, the following:

Essential Duties/Responsibilities:

• Facilitate meetings with clients and provide updates on progress
• Design and execute configuration tasks with clear requirements and test cases
• Deliver training and demonstrations on the proper use of the Docupace platform
• Sign-off on our functional testing before User Acceptance Testing with the client
• Delivery and deployment of a final solution to the client
• Help with post-deployment issues as needed to ensure a resolution is reached
• Provide configuration support to our internal teams based on the changing business needs of our clients
• Assist in system analysis, research, development, and testing activities
• Recommend changes or improvements to existing processes when applicable
• Provide technical guidance to the Customer Care Team
• Enabling API integrations for multiple purposes ranging from New Account Opening solutions, eSign, Commissions, Compliance, CRM, and PreciseFP
• Collaborate with developers on designing, building, and implementing custom user interfaces.
• Coordinate priorities using scrum methodologies while working within your planned sprints.
• Manage communication for internal/external clients, providing succinct, proactive updates and setting expectations through resolution.
• Maintain appropriate knowledge of various business solutions and understand new products and enhancements as they become available.
• Accountable for delivering on time and budget

Minimum Education and Experience:

• Bachelor’s degree in Business, Finance, Computer Science, or any related field is preferred
• Minimum 2-4 years of Business Analyst or System/Solutions Architect experience is required
• Experience in the Financial Services industry
• Experience testing and troubleshooting REST API calls is desirable
• Experience working with programming languages such as Java and Oracle and coding languages such as HTML5 and JavaScript is desirable.
• Experience working in Agile/Scrum methodologies

Knowledge, Skills, and Abilities:

• Excellent written and verbal communication skills
• to actively lead, participate, and facilitate meetings, both internal and external
• to clearly articulate business requirements
• to effectively work on multiple projects simultaneously
• Analytical thinking with the ability to learn new software and technologies quickly
• Strong attention to detail and task completion

Physical Demands and Working Conditions:

• – Frequent
• Occasional
• • Frequently
• 0-20 pounds – Occasional
• over 0-20 pounds - Occasional
• bend and /or stoop repeatedly - Occasional