Scrum Master / Business Analyst – Wealth Management
Job Summary
We are seeking an experienced Scrum Master with strong Business Analyst capabilities in the Wealth Management domain to lead Agile delivery, facilitate Scrum ceremonies, and bridge business and technology teams. The ideal candidate will possess deep knowledge of financial advisory platforms, portfolio management, client onboarding, and regulatory processes while ensuring effective Agile execution.
This is onsite position based at Chicago, IL, locals are preferred
Key Responsibilities
Scrum Master Responsibilities
• Facilitate Agile ceremonies: Sprint Planning, Daily Stand-ups, Sprint Reviews, and Retrospectives.
• Coach teams on Scrum, Agile principles, and continuous improvement.
• Remove impediments and ensure smooth sprint execution.
• Track sprint metrics, velocity, burn-down charts, and delivery progress.
• Collaborate with Product Owners and stakeholders for backlog prioritization.
• Drive Agile maturity across teams and ensure adherence to best practices.
Business Analyst Responsibilities
• Gather, analyze, and document business and functional requirements in Wealth Management.
• Work with stakeholders to define epics, user stories, and acceptance criteria.
• Perform gap analysis, impact analysis, and process mapping.
• Support UAT planning, execution, and defect management.
• Translate business needs into technical specifications for development teams.
• Ensure compliance with financial regulations and reporting standards.
Wealth Management Domain Responsibilities
• Understand portfolio management, asset allocation, client lifecycle, trading, and advisory services.
• Support platforms such as CRM, portfolio accounting, and performance reporting systems.
• Ensure adherence to regulatory and compliance requirements in financial services.
• Collaborate with front-office, middle-office, and back-office stakeholders.
Required Qualifications
• Bachelor’s degree in Business, Finance, Technology, or related field.
• 7+ years of experience in Agile delivery and Business Analysis.
• 3+ years in Wealth Management or Financial Services domain.
• Strong knowledge of Scrum framework, Agile tools, and requirement management.
• Experience with tools such as Jira, Confluence, Azure DevOps, or similar.
• Excellent stakeholder communication and facilitation skills.
Preferred Certifications
Scrum / Agile Certifications
• Certified ScrumMaster (CSM) – from Scrum Alliance
• Professional Scrum Master (PSM) – from Scrum.org
• PMI-ACP – from Project Management Institute
Business Analyst Certifications
• CBAP or CCBA – from International Institute of Business Analysis
• PMI-PBA – from Project Management Institute
Key Skills
• Agile & Scrum delivery
• Business analysis & requirement elicitation
• Wealth Management domain expertise
• Stakeholder management
• Regulatory and compliance awareness
• Data analysis & reporting
• Strong communication and leadership
