Senior Business Analyst - Client & Marketing Technology

We are seeking a Senior Business Analyst to lead strategic business and technology initiatives across client, marketing, CRM, and digital platforms. This role will partner closely with business and technology stakeholders to deliver scalable solutions, optimize processes, and drive enterprise-wide transformation.

Client Details

Our client is a leading global investment management organization with a strong reputation for innovation, operational excellence, and long-term value creation. The firm continues to invest heavily in technology, digital capabilities, and data-driven business solutions to support growth and enhance client engagement.

Description

Lead business analysis activities across CRM, marketing, sales, client engagement, and digital technology platforms.

Gather, analyze, and document business, functional, data, integration, and non-functional requirements.

Facilitate stakeholder workshops to define future-state processes, operating models, and technology solutions.

Partner with technology teams, business leaders, and third-party vendors to deliver enterprise technology initiatives.

Support Salesforce Sales Cloud, Marketing Cloud Account Engagement, and associated marketing technology platforms.

Drive projects through discovery, solution design, testing, user acceptance testing, implementation, and business readiness.

Define workflows, data mappings, governance controls, and integration requirements.

Track solution adoption, operational effectiveness, and post-implementation benefits.

Profile

7+ years of professional experience, including 5+ years as a Senior Business Analyst delivering complex technology transformation initiatives.

Experience within financial services, investment management, or another highly regulated environment.

Strong expertise with Salesforce Sales Cloud and Marketing Cloud Account Engagement (MCAE).

Proven experience across CRM, marketing operations, campaign management, lead lifecycle management, and data governance.

Experience delivering API integrations and enterprise technology solutions.

Excellent stakeholder management, workshop facilitation, and communication skills.

Business Analysis certifications such as CBAP or CCBA are preferred.

Salesforce certifications are advantageous.

Location: Midtown Manhattan, New York.

Hybrid Schedule: 3 days onsite per week (Tuesday, Wednesday, Thursday).

Job Offer

Contract-to-Hire Opportunity

$65-$75 per hour

Opportunity to work on high-profile enterprise transformation initiatives.

Exposure to senior stakeholders across technology, marketing, and business functions.

Collaborative and innovative work environment with strong long-term career potential.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.