Business Analyst - Web Platforms

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 scalability-are 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 teams-preferably in financial services-to 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

Compensation:

• $85,000-$125,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience

• Eligible for a discretionary bonus based on firm and individual performance

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