Senior Principal Consultant- Wealth Management Modernization Business Analyst

Inviting applications for the role of Senior Principal Consultant- Wealth Management Modernization Business Analyst

We are looking for experienced Business Analysts to support a portfolio of strategic initiatives within a global Wealth Management organization. These initiatives cover investment servicing, wealth lending, front-office enablement, operational efficiency improvements, and modernization of core platforms and workflows.

This role is focused on improving business processes, evolving operating models, and supporting adoption of new systems and tools across the wealth management lifecycle. Strong wealth management domain experience, capital markets product knowledge, and the ability to work closely with technology teams are essential.

You will collaborate with business stakeholders, delivery teams, and technology partners to translate business needs into clear process, system, and data requirements that support modernization initiatives.

The role combines practical business analysis delivery with continuous improvement of business workflows and supporting technology capabilities.

Responsibilities

Business Analysis & Process Modernization

• Work with stakeholders across Front Office, Lending, Investment teams, Operations, and Technology
• Capture and document business and functional requirements
• Review existing processes, system touchpoints, and data flows
• Help define improved workflows and future-state operating models

Modernization Across Wealth Domains

Investment & Portfolio Servicing

. Support initiatives affecting investment advisory processes, portfolio servicing, and reporting workflows

. Evaluate impacts of product lifecycle events and portfolio activities on downstream processes and systems

Wealth Lending

. Support improvements to wealth lending and collateralized credit processes

. Analyze impacts across origination, monitoring, collateral management, and lifecycle servicing

Front Office

. Help enhance relationship manager workflows, CRM usage, and client servicing processes

. Ensure requirements reflect day-to-day front-office usage and client engagement needs

Operations

. Review and improve operational workflows supporting product servicing and client instructions

. Identify opportunities for process simplification, automation, and stronger controls

Capital Markets Product Knowledge (Required)

. Working knowledge of:

o Equities

o Fixed income / bonds

o Derivatives (vanilla products and lifecycle events)

. Understand how financial product lifecycle events influence advisory, lending, operational, and system processes

. Ensure modernization initiatives remain aligned with product structures and constraints

Business Readiness & Adoption

. Support the rollout of new processes, tools, and platforms

. Contribute to:

o Process documentation

o Training inputs

o User guidance materials

o Stakeholder communication

. Help ensure smooth adoption of new ways of working

Qualifications we seek in you!

Minimum Qualifications

BTECH

Preferred Qualifications/ Skills

• Produce structured documentation including:
  • Requirements specifications
  • Business rules
  • Process maps
  • System interaction diagrams
  • Data dependencies
• Support business testing activities

. Perform Pre-UAT readiness validation

. Assist users during UAT cycles by clarifying workflows and expected outcomes

. Act as a link between business stakeholders and technology delivery teams

. Facilitate workshops, walkthroughs, and requirement validation sessions

. Provide clear documentation and status updates to stakeholders and program leadership

. Experience working as a Business Analyst within Wealth Management or Private Banking

. Experience supporting process improvement or platform modernization initiatives

. Strong capital markets product knowledge

. Understanding of front-to-back wealth management processes

. Experience working with technology delivery teams

. Investment advisory and portfolio servicing processes

. Wealth lending and collateralized products

. Operational product servicing workflows

. CRM, portfolio, lending, and operational platforms

. Data flows and reporting dependencies

. Risk and control considerations within wealth management

. Strong communication across business and technology stakeholders

. Structured and detail-oriented approach

. Good workshop facilitation skills

. Comfortable working in evolving delivery environments

. Strong sense of ownership and accountability