About the Role
NECG is a rapidly scaling wealth management firm operating across four business units — NECG, NewEdge Wealth, NewEdge Advisors, and NewEdge Securities. Our small Development & Delivery team builds the technology behind that growth, at a pace where what you contribute is visible, consequential, and shipped fast.
We’re hiring a Business Analyst who is ready for their next step. You’ve built strong BA fundamentals and you’re ready for work that goes beyond spec-writing. Here, BAs sit closer to the product — you’ll help shape what gets built, not just document it.
What You’ll Do
- Lead requirements discovery, documentation, and traceability across active initiatives
- Write user stories and acceptance criteria developers can build from and QA can test against
- Maintain a current, prioritized backlog and help the team operate with consistent delivery rhythm
- Analyze systems, APIs, and data flows well enough to ask the right questions of developers and architects
- Facilitate workshops and sign-off sessions that build real alignment, not just signatures
- Contribute to product direction — what gets built, in what order, and why
- Navigate competing priorities across multiple business unit
What You Bring
- 3–5 years as a Business Analyst, Technical Business Analyst, Business Systems Analyst, or similar
- Bachelor’s degree in business, Information Technology, Data Science, Engineering, or equivalent experience
- Strong working knowledge of Salesforce (Financial Services Cloud, Sales Cloud)
- Proficiency in Atlassian (Jira, Confluence) — central to how we operate
- Precision with requirements: structured, testable, traceable
- Comfort with technical discussions about systems, data, and integrations
- Judgment in ambiguity and a perspective shaped by where you’ve worked before
- Real interest in AI tooling and how it changes delivery work — we’re early in our investment and need people who want to be part of that
What This Role Offers
- Direct work with senior business and technology leaders from day one
- Real product work — informing what gets built, not just documenting it
- A small team where your contribution is visible and consequential
- Growth without a tenure ceiling
- AI-augmented work as part of the role, not as a side feature
What Sets You Apart
- Wealth management, RIA, or other regulated financial services experience
- Custodial platform experience (Fidelity, LPL, Schwab)
- Financial data APIs and Salesforce integrations
- Generative AI tool familiarity (e.g., Claude)
- Product ownership or hybrid BA/PO experience
Salary Range: $80,000 – $85,000, based on experience
