Texas Staffing
Business Analyst Opportunity
W2 ONLY - MUST BE LOCAL TO PLANO, TX OR CAMAS, WA - 5 DAYS ON-SITE!! It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Business Analyst to support our Marketing and Corporate Communications Technology Services team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you! Required Skills + Salesforce Experience + Experience Cloud + Financial Services - strongly preferred The Opportunity: Our client is looking for an experienced and business-focused Business Analyst to support web platforms. You will work closely with stakeholders to identify business needs and define clear, actionable requirements that guide the development of modern Salesforce CRM-driven, and Portfolio Management integrated digital solutions. You will report to the Digital Engineering Manager The Day-to-Day: Be the primary bridge between the Private Client Group and the Digital Engineering team to gather and document needs Create detailed documentation such as Business Requirement Documents (BRDs), user stories, process flows, and use cases for new and evolving web products Conduct stakeholder interviews, lead requirement workshops, and facilitate discovery sessions Define and manage product requirements across platforms, including Salesforce Experience Cloud, CRM systems, and PMG tools Collaborate with product owners and developers to ensure requirements are technically feasible, aligned to roadmap goals, and support priorities Ensure that non-functional requirements, including compliance, performance, security, and scalabilityare clearly defined and addressed Support the testing lifecycle, including UAT planning, test-case validation, and release sign-off Monitor and communicate status, changes, and risks related to our requirements throughout the development lifecycle Your Qualifications: 5+ years of experience as a Business Analyst working on client-facing digital platforms or enterprise web applications Strong experience developing BRDs and functional specifications that serve both business and technical audiences Experience partnering with sales/advisory teamspreferably in financial servicesto translate business goals into digital product requirements Familiarity with CRM systems and financial services tools such as PMG, or equivalent wealth management applications Experience working with hybrid Agile delivery teams and backlog management practices Experience with Salesforce Experience Cloud or similar client portals. Understand client data platforms (CDPs), customer engagement platforms, and omnichannel marketing tools Knowledge of financial industry standards and regulatory compliance (e.g., GDPR, GLPA) Familiarity with tools such as JIRA, Confluence, and Lucidchart or Visio. Bachelor's degree in business administration, Information Systems, or a related discipline Pay and Benefits The pay range for this position is $100000.00 - $125000.00/yr. Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
W2 ONLY - MUST BE LOCAL TO PLANO, TX OR CAMAS, WA - 5 DAYS ON-SITE!! It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Business Analyst to support our Marketing and Corporate Communications Technology Services team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you! Required Skills + Salesforce Experience + Experience Cloud + Financial Services - strongly preferred The Opportunity: Our client is looking for an experienced and business-focused Business Analyst to support web platforms. You will work closely with stakeholders to identify business needs and define clear, actionable requirements that guide the development of modern Salesforce CRM-driven, and Portfolio Management integrated digital solutions. You will report to the Digital Engineering Manager The Day-to-Day: Be the primary bridge between the Private Client Group and the Digital Engineering team to gather and document needs Create detailed documentation such as Business Requirement Documents (BRDs), user stories, process flows, and use cases for new and evolving web products Conduct stakeholder interviews, lead requirement workshops, and facilitate discovery sessions Define and manage product requirements across platforms, including Salesforce Experience Cloud, CRM systems, and PMG tools Collaborate with product owners and developers to ensure requirements are technically feasible, aligned to roadmap goals, and support priorities Ensure that non-functional requirements, including compliance, performance, security, and scalabilityare clearly defined and addressed Support the testing lifecycle, including UAT planning, test-case validation, and release sign-off Monitor and communicate status, changes, and risks related to our requirements throughout the development lifecycle Your Qualifications: 5+ years of experience as a Business Analyst working on client-facing digital platforms or enterprise web applications Strong experience developing BRDs and functional specifications that serve both business and technical audiences Experience partnering with sales/advisory teamspreferably in financial servicesto translate business goals into digital product requirements Familiarity with CRM systems and financial services tools such as PMG, or equivalent wealth management applications Experience working with hybrid Agile delivery teams and backlog management practices Experience with Salesforce Experience Cloud or similar client portals. Understand client data platforms (CDPs), customer engagement platforms, and omnichannel marketing tools Knowledge of financial industry standards and regulatory compliance (e.g., GDPR, GLPA) Familiarity with tools such as JIRA, Confluence, and Lucidchart or Visio. Bachelor's degree in business administration, Information Systems, or a related discipline Pay and Benefits The pay range for this position is $100000.00 - $125000.00/yr. Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER