Lead Business Analyst; AI

Qualifications

• Skills Technical and Analytical Proficiency
• Strong understanding of AI/ML concepts, particularly agentic and LLM‑based architectures
• Familiarity with AWS cloud environments, data pipelines, and API‑driven ecosystems
• Ability to interpret and validate outputs from frameworks such as Strands, CrewAI, Lang Graph, and Agent Core in collaboration with engineers
• Experience working with structured and unstructured data, embeddings, and retrieval systems to support intelligent automation
• Business and Strategic Insight
• Deep expertise in requirements analysis, process optimization, and value mapping across enterprise systems
• Strong ability to quantify business impact, model ROI, and articulate how AI systems drive competitive advantage
• Proven success leading multi‑disciplinary teams across data, engineering, and governance functions
• Skilled in translating ambiguity into structure and clarity; comfortable operating at the intersection of innovation and regulation
• Exceptional written and verbal communicator capable of aligning senior stakeholders around transformative AI initiatives
• Mindset and Behavior
• Analytical precision, bias for execution, and intellectual curiosity about AI’s evolving role in business decision‑making
• Bachelor’s degree in Information Systems, Computer Science, a related field or equivalent experience
• 5+ years of experience in business analysis, product ownership, or AI/technology‑driven transformation—ideally within financial services or a regulated enterprise

Responsibilities

• Lead business discovery for agentic AI initiatives, translating enterprise objectives into clearly defined product and system requirements
• Partner with engineering, data science, and risk teams to ensure each solution aligns with firm priorities, compliance standards, and long‑term AI governance frameworks
• Define success metrics and measurable outcomes for agentic systems that drive advisor productivity, client intelligence, and firm efficiency
• Elicit, document, and refine requirements that span AI reasoning, data integration, knowledge orchestration, and adaptive decision flows
• Bridge technical and business contexts ‑ ensuring that the intent, capabilities, and constraints of frameworks such as Strands, CrewAI, Lang Graph, and Agent Core are accurately reflected in user stories and acceptance criteria
• Manage change control for rapidly evolving agentic capabilities, balancing agility with traceability and compliance
• Stakeholder Alignment and Communication
• Act as the primary interface between business leaders, developers, and governance teams to maintain a shared understanding of priorities, trade‑offs, and dependencies
• Translate complex AI and engineering concepts into concise, business‑relevant narratives for executives and non‑technical audiences
• Facilitate workshops, design reviews, and model demonstrations to ensure feedback loops are fast and informed
• Governance and Risk Integration
• Partner with Compliance, Data Governance, and Enterprise Architecture to embed ethical, auditable, and transparent AI operations throughout solution design
• Ensure agentic AI initiatives align with data residency, privacy, and supervisory regulations applicable to financial services
• Operational Excellence and Delivery
• Drive the full delivery lifecycle ‑ from concept through deployment ‑ maintaining clear documentation, prioritization, and validation processes
• Support testing, model validation, and release readiness activities by providing context, user scenarios, and performance benchmarks
• Continuously refine business processes and operating models to leverage the adaptive nature of agentic systems
• Understanding of financial services operations, risk management, and compliance implications in production AI environments
• Leadership and Collaboration
• Integrity‑driven; consistently aligns actions with client outcomes and firm values
• Embraces iterative learning and continuous improvement in both systems and self

Full Description

Position: Lead Business Analyst (AI)

Lead Business Analyst

Location: St.

Petersburg, FL (Hybrid)

Duration: Long term contract

This role is only open to USC/GC holders who can work on our w2.

No C-C is possible

There will be a F2F interview

Strategic Analysis and Solution Definition

• Lead business discovery for agentic AI initiatives, translating enterprise objectives into clearly defined product and system requirements.

• Partner with engineering, data science, and risk teams to ensure each solution aligns with firm priorities, compliance standards, and long‑term AI governance frameworks.

• Define success metrics and measurable outcomes for agentic systems that drive advisor productivity, client intelligence, and firm efficiency.

Requirements Management

• Elicit, document, and refine requirements that span AI reasoning, data integration, knowledge orchestration, and adaptive decision flows.

• Bridge technical and business contexts ‑ ensuring that the intent, capabilities, and constraints of frameworks such as Strands, CrewAI, Lang Graph, and Agent Core are accurately reflected in user stories and acceptance criteria.

• Manage change control for rapidly evolving agentic capabilities, balancing agility with traceability and compliance.

Stakeholder Alignment and Communication

• Act as the primary interface between business leaders, developers, and governance teams to maintain a shared understanding of priorities, trade‑offs, and dependencies.

• Translate complex AI and engineering concepts into concise, business‑relevant narratives for executives and non‑technical audiences.

• Facilitate workshops, design reviews, and model demonstrations to ensure feedback loops are fast and informed.

Governance and Risk Integration

• Partner with Compliance, Data Governance, and Enterprise Architecture to embed ethical, auditable, and transparent AI operations throughout solution design.

• Ensure agentic AI initiatives align with data residency, privacy, and supervisory regulations applicable to financial services.

Operational Excellence and Delivery

• Drive the full delivery lifecycle ‑ from concept through deployment ‑ maintaining clear documentation, prioritization, and validation processes.

• Support testing, model validation, and release readiness activities by providing context, user scenarios, and performance benchmarks.

• Continuously refine business processes and operating models to leverage the adaptive nature of agentic systems.

Skills Technical and Analytical Proficiency

• Strong understanding of AI/ML concepts, particularly agentic and LLM‑based architectures.

• Familiarity with AWS cloud environments, data pipelines, and API‑driven ecosystems.

• Ability to interpret and validate outputs from frameworks such as Strands, CrewAI, Lang Graph, and Agent Core in collaboration with engineers.

• Experience working with structured and unstructured data, embeddings, and retrieval systems to support intelligent automation.

Business and Strategic Insight

• Deep expertise in requirements analysis, process optimization, and value mapping across enterprise systems.

• Strong ability to quantify business impact, model ROI, and articulate how AI systems drive competitive advantage.

• Understanding of financial services operations, risk management, and compliance implications in production AI environments.

Leadership and Collaboration

• Proven success leading multi‑disciplinary teams across data, engineering, and governance functions.

• Skilled in translating ambiguity into structure and clarity; comfortable operating at the intersection of innovation and regulation.

• Exceptional written and verbal communicator capable of aligning senior stakeholders around transformative AI initiatives.

Mindset and Behavior

• Analytical precision, bias for execution, and intellectual curiosity about AI’s evolving role in business decision‑making.

• Integrity‑driven; consistently aligns actions with client outcomes and firm values.

• Embraces iterative learning and continuous improvement in both systems and self.

Education

• Bachelor’s degree in Information Systems, Computer Science, a related field or equivalent experience.

• 5+ years of experience in business analysis, product ownership, or AI/technology‑driven transformation—ideally within financial services or a regulated enterprise.

Seniority level: Mid‑Senior level

Employment type: Contract

Job function: Information Technology

Industries: IT Services and IT Consulting and Financial Services

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