Key Responsibilities
Deep understanding of wealth management products , including investment portfolios, estate planning, tax optimization, trust services, insurance advisory, retirement planning, and alternate investments.
Gather, document, and analyze business requirements across multiple stakeholder groups.
Partner with CX, development, and data teams to ensure alignment between business goals and technical implementation.
Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.
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Senior Analyst • Hamilton, Waikato, New Zealand