Job Description
Trident Consulting is seeking a ”Business Analyst(Wealth Management)" for one of our clients in "Saint Petersburg, FL". A global leader in business and technology services.
Role: Business Analyst(Wealth Management)
Location: Saint Petersburg, FL(Hybrid)
Type: W2 Contract
Required Skills:
- 10+ years of experience in Business Analysis, preferably within Wealth Management or Private Banking
- Strong understanding of investment products and portfolio management
- Experience with advisor/RIA engagement models and reporting
- Knowledge of client lifecycle management and digital wealth platforms
- In-depth understanding of capital markets and financial instruments
- Solid technology orientation with hands-on experience in data-driven and digital systems
- Proven experience working in regulated financial environments with a strong focus on compliance
- Excellent stakeholder management, communication, and documentation skills
- Ability to translate complex business requirements into clear, actionable insights
About Trident
Trident Consulting is a premier IT staffing firm providing high-impact workforce solutions to Fortune 500 and mid-market clients. Since 2005, we’ve specialized in sourcing elite technology and engineering talent for contract, direct hire, and managed services roles. Our expertise spans cloud, AI/ML, cybersecurity, and data analytics, supported by a 3M+ candidate database and a 78% fill ratio. With a highly engaged leadership team and a reputation for delivering hard-to-fill, niche talent, we help organizations build agile, high-performing teams that drive innovation and business success.
Some of our recent awards include:
Trailblazer Women Award 2025 by Consulate General of India in San Francisco Ranked as the #1 Women Owned Business Enterprise in the large category by ITServe. Received the TechServe Excellence award. Consistently ranked in the Inc. 5000 list of fastest-growing private companies in America Recognized in the SF Business Times as one of the Largest Bay Area BIPOC/Minority-Owned Businesses in 2022.