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Business Systems Analyst - Executive

Genesis10
70.00 80.00 Hour
United States, Minnesota, Minneapolis
Sep 27, 2024
Rate: $125/Hour - (-4.55%)
9/25 - there are a couple of candidates moving to 2nd round. Will send out interview requests later today or tomorrow
9/18 Halted Reviewing shortlisted resumes
9/12 Call with Natasha and Dave - Will Consider Remote.
I presented our 3 candidate options. I do not have the total number of submissions he received on this one yet because the official requirement should open later today.
Bryan Kuechenmeister-We will be submitting in the system at $120/Hour. They already passed on him for a specific BA role, but they are considering if he could be a SME. They passed on him for the BA role because he has internal references that gave positive feedback on him but said that he is not strong in the BA skillset which is likely the case because he has been in many roles of which quite a few were leadership roles.
Jitka Hanakova-We will submit in the system at $116/Hour. I will follow up again after she has been submitted to provide a summary on all 3 of our submissions. I went thru her background before and explained the gaps on her resume due to her scuba business etc.
Greg Ralph-We will submit in the system at $123/Hour. He resides in NY. I went thru his background and previous Ameriprise experience.
He will start to interview end of next week.
Scoping Call: September 12, 2024 12:30-45 pm
09/12: Scoping Call
Ameriprise Financial
Business Systems Analyst - Executive (AF94JP00001140) SMA
Manager: David Kilgard
Duration: Contract
Location: REMOTE
4 Openings
Project Overview:
Support Wealth Management business will support signature wealth
50% of BA staff is dedicated to it
Will move to pilot in Q4, will roll out beginning of next year
SMA portion to AMPF to signature wealth platform
Team size: Signature Wealth (largest initiative) 1 PM to help put processes in place, 4 BA (these roles), IT partners, product (10-15 people / cross functional)
Skills/Responsibilities:
Traditional BA skills
Prefer SMA experience - if they don t receive enough skilled SMA candidates, they will look at Wealth Management experience
Agile experience
Work with key product people and stakeholders
Create requirements and stories
JIRA
Incorporate current product
Build out core business is Signature Wealth, add more to portfolio
Move existing products into platform
Align fees, Convert SMA to new platform
Move new products over to Signature Wealth
Daily calls in morning Scrum, defect, test calls
Cross functional work with other workstreams money movement, API, infrastructure
These resources can work remote. Given the specialized focus on SMA (Separately Managed Accounts) is why. Information on SMA is attached.
These positions are for the Signature Wealth Program. For this Program they are implementing a Unified Managed Account Platform. This will allow Advisors to pick different Advisement Strategies and to have it also be managed by a 3rd party. There are over 10 workstreams within this Program and is one of the largest programs in the organization right now and is very visible. Some of the workstreams include centralized trading, desktop proposal or for how advisors create accounts, infrastructure (IT to support the effort), and Field Implementation or how to roll this out to the field of advisors. This Program started in December 2021, there are over 25 Business Systems Analysts, over 10 Project Managers, and over 120 Cross Commits. They are currently in the Operational Readiness/Test/Learn Phase of this Program. SMA was recently added to this program.
He wants to start interviewing resources for while they go thru ELT for final approvals. For these other four positions they will be looking for resources who they prefer if they have SMA experience and I have attached the presentation he sent over one what this is. If a resource does not have this, they will then need to have wealth management experience. They will look at remote options for candidates with SMA experience. and the bill rate is $105/Hour. I would plan on these being one-year contracts. This is for the very visible program to the CEO.
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