Business Analyst / Project Manager - Boston

Boston, MA

$125,000–$150,000 Per Year

5 days ago

Job Description

Salary: $125,000 - $150,000
Environment: Hybrid

A highly respected financial services organization is seeking a senior-level Business Analyst / Project Manager to lead strategic technology and operational initiatives across Wealth Management, Trust Services, Custody Operations, and Investment Accounting. This role serves as a key liaison between business stakeholders, technology teams, executive leadership, and third-party vendors while driving projects from concept through implementation. The ideal candidate combines strong business analysis skills, project leadership experience, and deep industry expertise within wealth and trust operations.

Key Responsibilities:

Lead strategic technology and operational initiatives across wealth management and trust platforms.
Drive requirements gathering, workflow analysis, process mapping, and solution design efforts.
Manage project plans, timelines, budgets, risks, milestones, and deliverables.
Serve as the primary liaison between business units, technology teams, and external vendors.
Support a major Salesforce implementation and integration initiative.
Identify opportunities for process automation and operational efficiency improvements.
Implement AI-enabled tools to enhance workflow automation, onboarding, document management, and productivity.
Support Global Plus and trust accounting platforms through reporting, integrations, and data validation activities.
Deliver user training, business documentation, and change management support.
Assist with management and optimization of internal information-sharing and collaboration platforms.

Qualifications:

10+ years of experience within Wealth Management, Trust Services, Custody Operations, or Investment Accounting.
Strong Business Analysis experience including requirements gathering, process mapping, and solution design.
Project and Program Management experience utilizing Agile and/or Waterfall methodologies.
Proven experience leading technology implementations, platform upgrades, and systems integrations.
Strong understanding of financial services regulations, controls, and compliance requirements.
Salesforce CRM experience from a Business Analyst, Product Owner, or Administrator perspective.
Experience with Global Plus and/or Trust Accounting platforms preferred.
Excellent stakeholder management, communication, and relationship-building skills.
Ability to translate complex business requirements into effective technical solutions.
Strong presentation skills with experience partnering with executive leadership.

Work Environment:

Hybrid work schedule based in Boston, MA.
Collaborative, cross-functional environment with exposure to business and technology leadership.
Opportunity to drive modernization efforts, process improvements, and strategic initiatives.

Why Apply:

Play a key role in large-scale technology and operational transformation initiatives.
Partner closely with executive leadership and influence strategic decision-making.
Lead impactful Salesforce, integration, and process improvement projects.
Work at the intersection of business operations and technology within a highly respected financial services organization.
Join a collaborative team that values innovation, efficiency, and continuous improvement.

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Numbers & Facts

Location	Boston, MA
Industry	Financial Services
Salary	$125,000–$150,000 Per Year
Company Size	500 to 999 employees
Year Founded	1994
Website	http://www.cfstaffing.com/

About Company

Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.

CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.

Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.