Sr. Product/Business Analyst W2 Contract St. Petersburg, FL Hybrid - 2/3 days per week in the office Job Summary The Senior Product and Business Analyst plays a key role in developing, implementing, and delivering client-facing solutions. This role supports the core business strategy by advancing the RCS Advisors desktop experience. Working under limited supervision and with a high level of autonomy, this individual will contribute to sourcing, ideation, scoping, design, development, and rollout of key tools and enhancements impactful to our advisor experience. The Analyst is expected to bring an innovative spirit and analytical mind to tackle complex systems and business problems. Essential Duties and Responsibilities Work hands-on with internal users and financial advisors to understand pain points Gather requirements through interviews, observations, surveys, and workshops Facilitate brainstorming sessions to identify opportunities for improvement of the advisors experience Capture and analyze data to identify efficiency opportunities Define and document detailed functional (e.g., business processes, rules) and non-functional (e.g. data, security) business requirements Partners with team members to develop project schedules, reports and documentation and may be required to act as project lead Facilitate and participate in user testing to ensure solutions meet requirements from a functional, design, and user experience perspective Lead in preparing and delivering user training for process solutions Provide ongoing support for implemented solutions, including maintenance and enhancements Performs other duties and responsibilities as assigned Industry knowledge Understanding fundamental practices and procedures used by custodians and clearing firms. Products, processes, and business structure of independent registered investment advisors and introducing broker dealers. Familiarity with a day in the life of an advisor. Business Processes & Operations - Understanding of core business functions, workflows, and operational models across finance, operations, customer service, and/or product development. Requirements Analysis & Documentation - Knowledge of requirement-gathering methods such as interviews, workshops, user stories, and process mapping. Project Management Principles - Familiarity with project planning and budgeting, project lifecycles (waterfall, agile, hybrid), sprint processes, and stakeholder engagement. Data Analysis & Reporting - Understanding of data structures, KPIs, reporting frameworks, and analytical techniques to support decision-making Technology Systems & Integrations - General understanding of enterprise systems in larger enterprises and how they integrate through APIs, ETL, or middleware. Change Management Fundamentals - Knowledge of change readiness, adoption strategies, and communication planning. Regulatory & Compliance Considerations - Awareness of industry-specific regulations and standards that influence business processes. General - Core business competencies such as finance, management, accounting, operations, and marketing Skills Eliciting and documenting business requirements from a broad set of stakeholders involving complex systems and system integrations Leading cross-functional workshops and creating client journey maps Enhancing processes to improve client experience and drive operational efficiency Creative problem solving to meet client needs while managing business scale and risk Test planning, documenting acceptance criteria, and running end-to-end validation Developing instructional and procedural documentation/presentations Preparing various reports, summaries, surveys and written recommendations Strong verbal and written communication skills Microsoft Office suite (including Visio) Ability to Manage engagements with internal and external clients to gather scope and requirements Translate advisor pain points into measurable improvements Have a general understanding of policy, procedures and processes of the organization while maintaining a big picture orientation Work independently to perform gap analysis between current and future state processes Take personal ownership of issues, following through to issue resolution Actively and effectively communicate technical and business aspects of work efforts to team members and other stakeholders Education/Previous Experience College degree in computer and information science, finance, or business-related field. At least 5 years of work in wealth management, preferably with direct experience in building technology platforms and products and services commonly offered to independent registered investment advisors and introducing broker dealers.
02/10/2026
Sr. Product/Business Analyst W2 Contract St. Petersburg, FL Hybrid - 2/3 days per week in the office Job Summary The Senior Product and Business Analyst plays a key role in developing, implementing, and delivering client-facing solutions. This role supports the core business strategy by advancing the RCS Advisors desktop experience. Working under limited supervision and with a high level of autonomy, this individual will contribute to sourcing, ideation, scoping, design, development, and rollout of key tools and enhancements impactful to our advisor experience. The Analyst is expected to bring an innovative spirit and analytical mind to tackle complex systems and business problems. Essential Duties and Responsibilities Work hands-on with internal users and financial advisors to understand pain points Gather requirements through interviews, observations, surveys, and workshops Facilitate brainstorming sessions to identify opportunities for improvement of the advisors experience Capture and analyze data to identify efficiency opportunities Define and document detailed functional (e.g., business processes, rules) and non-functional (e.g. data, security) business requirements Partners with team members to develop project schedules, reports and documentation and may be required to act as project lead Facilitate and participate in user testing to ensure solutions meet requirements from a functional, design, and user experience perspective Lead in preparing and delivering user training for process solutions Provide ongoing support for implemented solutions, including maintenance and enhancements Performs other duties and responsibilities as assigned Industry knowledge Understanding fundamental practices and procedures used by custodians and clearing firms. Products, processes, and business structure of independent registered investment advisors and introducing broker dealers. Familiarity with a day in the life of an advisor. Business Processes & Operations - Understanding of core business functions, workflows, and operational models across finance, operations, customer service, and/or product development. Requirements Analysis & Documentation - Knowledge of requirement-gathering methods such as interviews, workshops, user stories, and process mapping. Project Management Principles - Familiarity with project planning and budgeting, project lifecycles (waterfall, agile, hybrid), sprint processes, and stakeholder engagement. Data Analysis & Reporting - Understanding of data structures, KPIs, reporting frameworks, and analytical techniques to support decision-making Technology Systems & Integrations - General understanding of enterprise systems in larger enterprises and how they integrate through APIs, ETL, or middleware. Change Management Fundamentals - Knowledge of change readiness, adoption strategies, and communication planning. Regulatory & Compliance Considerations - Awareness of industry-specific regulations and standards that influence business processes. General - Core business competencies such as finance, management, accounting, operations, and marketing Skills Eliciting and documenting business requirements from a broad set of stakeholders involving complex systems and system integrations Leading cross-functional workshops and creating client journey maps Enhancing processes to improve client experience and drive operational efficiency Creative problem solving to meet client needs while managing business scale and risk Test planning, documenting acceptance criteria, and running end-to-end validation Developing instructional and procedural documentation/presentations Preparing various reports, summaries, surveys and written recommendations Strong verbal and written communication skills Microsoft Office suite (including Visio) Ability to Manage engagements with internal and external clients to gather scope and requirements Translate advisor pain points into measurable improvements Have a general understanding of policy, procedures and processes of the organization while maintaining a big picture orientation Work independently to perform gap analysis between current and future state processes Take personal ownership of issues, following through to issue resolution Actively and effectively communicate technical and business aspects of work efforts to team members and other stakeholders Education/Previous Experience College degree in computer and information science, finance, or business-related field. At least 5 years of work in wealth management, preferably with direct experience in building technology platforms and products and services commonly offered to independent registered investment advisors and introducing broker dealers.
DATA ARCHITECT DIRECT HIRE (USC/GC ONLY) ATLANTA, GA (HYBRID) OVERVIEW Our client is seeking a hands-on Data Architect who will serve as the organizations primary data expert. This individual will own the architecture, modeling, performance optimization, and governance of all data systems. The company currently has no dedicated data professionals outside of a DBA and is actively hiring an offshore data engineer to support smaller-scale work. The Data Architect will set standards, define direction, and architect scalable solutionsparticularly around AWS, Databricks, multi-tenant design, and real-time data streaming. Candidates with 24+ years of Databricks experience typically have the core technical foundation needed for this role. KEY RESPONSIBILITIES Architect, design, and optimize enterprise data solutions across AWS environments (structured, unstructured, relational, and NoSQL sources). Design logical and physical data models, including ER diagrams, dimensional models, and multi-tenant schemas. Lead performance tuning and optimization efforts for Oracle and PostgreSQL databases. Define and implement OLTP and OLAP architectures, including data warehousing and ETL/ELT best practices. Build and support real-time data streaming solutions (including CDC, queuing technologies like Kafka, and event-driven pipelines). Enable near real-time delivery of data changes directly to customers for consumption within their own data lakes. Architect and grow modern data lake and environments, ideally leveraging Databricks as the strategic platform. Collaborate with engineering teams and offshore resources to deliver scalable, reliable, and well-governed data systems. Establish standards, best practices, and architectural patterns for enterprise data management. (Preferred) Build or enhance data platforms that support AI/ML workloads, including data readiness, optimization, and pipelines feeding AI models. REQUIRED EXPERIENCE Databricks experience (required) strong working proficiency with 24+ years strongly preferred. Deep AWS data ecosystem experience , including design and hands-on engineering with structured, unstructured, relational, and NoSQL data. Database expertise in Oracle and PostgreSQL including schema design, indexing, and performance tuning. Strong data modeling skills; ability to design optimal models and produce professional ER diagrams. Near-expert experience optimizing databases for performance and scalability. Strong understanding of multi-tenant architectures , including schema isolation and workload management. Experience with both OLTP and OLAP systems, including modern data warehousing and ETL/ELT patterns. Experience with CDC, data streaming, and queuing systems (e.g., Kafka, Kinesis, Pulsar). Ability to architect data sharing solutions enabling customers to ingest data in their own data lakes. Experience designing or supporting data pipelines optimized for AI/ML workloads, including feature engineering, vector storage, model-ready datasets, or integration with AI platforms (e.g., SageMaker, Databricks ML, or similar). PREFERRED QUALIFICATIONS Experience building data lakes that support AI or advanced analytics. Experience designing data architectures that feed or support AI/ML models. Previous ownership of enterprise data strategy or acting as the primary data expert within an organization. Master's Degree IDEAL CANDIDATE PROFILE Hands-on, highly technical Data Architect who can own end-to-end data architecture. Comfortable being the go-to data authority in an environment with limited existing data expertise. Strategic, forward-thinking, and experienced in shaping modern cloud-native data ecosystems. Strong communicator capable of working across teams and guiding offshore resources.
02/10/2026
DATA ARCHITECT DIRECT HIRE (USC/GC ONLY) ATLANTA, GA (HYBRID) OVERVIEW Our client is seeking a hands-on Data Architect who will serve as the organizations primary data expert. This individual will own the architecture, modeling, performance optimization, and governance of all data systems. The company currently has no dedicated data professionals outside of a DBA and is actively hiring an offshore data engineer to support smaller-scale work. The Data Architect will set standards, define direction, and architect scalable solutionsparticularly around AWS, Databricks, multi-tenant design, and real-time data streaming. Candidates with 24+ years of Databricks experience typically have the core technical foundation needed for this role. KEY RESPONSIBILITIES Architect, design, and optimize enterprise data solutions across AWS environments (structured, unstructured, relational, and NoSQL sources). Design logical and physical data models, including ER diagrams, dimensional models, and multi-tenant schemas. Lead performance tuning and optimization efforts for Oracle and PostgreSQL databases. Define and implement OLTP and OLAP architectures, including data warehousing and ETL/ELT best practices. Build and support real-time data streaming solutions (including CDC, queuing technologies like Kafka, and event-driven pipelines). Enable near real-time delivery of data changes directly to customers for consumption within their own data lakes. Architect and grow modern data lake and environments, ideally leveraging Databricks as the strategic platform. Collaborate with engineering teams and offshore resources to deliver scalable, reliable, and well-governed data systems. Establish standards, best practices, and architectural patterns for enterprise data management. (Preferred) Build or enhance data platforms that support AI/ML workloads, including data readiness, optimization, and pipelines feeding AI models. REQUIRED EXPERIENCE Databricks experience (required) strong working proficiency with 24+ years strongly preferred. Deep AWS data ecosystem experience , including design and hands-on engineering with structured, unstructured, relational, and NoSQL data. Database expertise in Oracle and PostgreSQL including schema design, indexing, and performance tuning. Strong data modeling skills; ability to design optimal models and produce professional ER diagrams. Near-expert experience optimizing databases for performance and scalability. Strong understanding of multi-tenant architectures , including schema isolation and workload management. Experience with both OLTP and OLAP systems, including modern data warehousing and ETL/ELT patterns. Experience with CDC, data streaming, and queuing systems (e.g., Kafka, Kinesis, Pulsar). Ability to architect data sharing solutions enabling customers to ingest data in their own data lakes. Experience designing or supporting data pipelines optimized for AI/ML workloads, including feature engineering, vector storage, model-ready datasets, or integration with AI platforms (e.g., SageMaker, Databricks ML, or similar). PREFERRED QUALIFICATIONS Experience building data lakes that support AI or advanced analytics. Experience designing data architectures that feed or support AI/ML models. Previous ownership of enterprise data strategy or acting as the primary data expert within an organization. Master's Degree IDEAL CANDIDATE PROFILE Hands-on, highly technical Data Architect who can own end-to-end data architecture. Comfortable being the go-to data authority in an environment with limited existing data expertise. Strategic, forward-thinking, and experienced in shaping modern cloud-native data ecosystems. Strong communicator capable of working across teams and guiding offshore resources.
Transformation Leader, Software Development Direct Hire - Perm No third parties; no sponsorship Atlanta, GA Summary: Our Client is seeking a Transformation Leader, Software Development with a proven track record of driving organizational change, modernizing technology delivery, and implementing Agile at scale. Experienced in leading high-performing teams, managing complex enterprise initiatives, and serving as a trusted advisor or chief of staff to technology executives. Brings a broad understanding of various technical languages, frameworks, and cloud strategies. Key Responsibilities: Act as a transformation leader, executing modernization initiatives such as cloud migrations, Agile transformations, or enterprise process redesigns. Serve as a strategic chief of staff for technology leadershipoverseeing key initiatives, coordinating cross-team communication, and ensuring organizational readiness for change. Manage distributed and offshore teams, balancing time zones, workloads, and performance metrics to ensure cohesive global delivery. Encourage creative problem-solving, innovation, and continuous improvement throughout the software development lifecycle. Lead cross-functional software development teams to deliver high-quality, scalable, and secure enterprise solutions. Drive Agile and Scaled Agile (SAFe) adoption across teams, promoting collaboration, transparency, and iterative delivery. Manage Scrum Masters and Agile delivery leads, ensuring consistent process adoption and measurable team outcomes. Partner closely with business stakeholders, product owners, and senior leadership to prioritize initiatives and align technology efforts with strategic objectives. Technical Environment: Background with broad exposure to software development and emerging cloud-native technologies. Familiar with cloud platforms (AWS, Azure, GCP) Strong understanding of CI/CD practices, automation, and Agile toolsets that support modern software delivery. Enterprise level experience Leadership Focus: Proven transformational leader with a history of guiding organizations through significant process and technology change. Experienced in managing Agile teams, Scrum Masters, and distributed global teams. Comfortable working with large enterprise clients and senior executives on strategic initiatives. Creative, forward-thinking leader who takes initiative to modernize environments, empower teams, and deliver measurable business results.
12/17/2025
Transformation Leader, Software Development Direct Hire - Perm No third parties; no sponsorship Atlanta, GA Summary: Our Client is seeking a Transformation Leader, Software Development with a proven track record of driving organizational change, modernizing technology delivery, and implementing Agile at scale. Experienced in leading high-performing teams, managing complex enterprise initiatives, and serving as a trusted advisor or chief of staff to technology executives. Brings a broad understanding of various technical languages, frameworks, and cloud strategies. Key Responsibilities: Act as a transformation leader, executing modernization initiatives such as cloud migrations, Agile transformations, or enterprise process redesigns. Serve as a strategic chief of staff for technology leadershipoverseeing key initiatives, coordinating cross-team communication, and ensuring organizational readiness for change. Manage distributed and offshore teams, balancing time zones, workloads, and performance metrics to ensure cohesive global delivery. Encourage creative problem-solving, innovation, and continuous improvement throughout the software development lifecycle. Lead cross-functional software development teams to deliver high-quality, scalable, and secure enterprise solutions. Drive Agile and Scaled Agile (SAFe) adoption across teams, promoting collaboration, transparency, and iterative delivery. Manage Scrum Masters and Agile delivery leads, ensuring consistent process adoption and measurable team outcomes. Partner closely with business stakeholders, product owners, and senior leadership to prioritize initiatives and align technology efforts with strategic objectives. Technical Environment: Background with broad exposure to software development and emerging cloud-native technologies. Familiar with cloud platforms (AWS, Azure, GCP) Strong understanding of CI/CD practices, automation, and Agile toolsets that support modern software delivery. Enterprise level experience Leadership Focus: Proven transformational leader with a history of guiding organizations through significant process and technology change. Experienced in managing Agile teams, Scrum Masters, and distributed global teams. Comfortable working with large enterprise clients and senior executives on strategic initiatives. Creative, forward-thinking leader who takes initiative to modernize environments, empower teams, and deliver measurable business results.