Operational Excellence Lead – Wealth Operations

We are seeking a Business Analyst with strong Wealth & Asset Management domain experience to support wealth platform and operational uplift initiatives.

Requirements

• Gather, document, and refine business and data requirements across wealth platform and operations transformation initiatives
• Create and manage user stories and product backlogs, supporting sprint ceremonies within Agile environments
• Map current and target operating models (TOM), including onboarding, suitability, and servicing journeys within Private Banking and Wealth Management
• Define integration and data requirements to support platform interoperability and system change
• Work alongside technology teams and platform providers (e.g. Avaloq, Temenos, Aladdin environments) to ensure alignment between business needs and technical delivery
• Proven experience as a Business Analyst within Wealth Management (priority) or Asset Management
• Strong experience in Agile delivery, including backlog refinement and sprint collaboration
• Experience in operations mapping and wealth lifecycle processes such as onboarding, suitability, and servicing
• Ability to translate complex requirements into clear documentation and structured delivery artefacts
• Strong stakeholder management skills across business and technology teams

Benefits

• Discretionary bonus
• Competitive pension
• Health insurance
• Life insurance and critical illness cover
• Mental health support
• Family-friendly benefits
• Holiday flexibility
• Continuous learning
• Healthcare access
• Extra perks