Business Analyst - Wealth (Non-IT)

Position Overview Accelerate Your Professional Growth Wealth Management products and services Digital product development Regulatory and compliance frameworks Process design and optimization Stakeholder management Agile delivery and transformation programs Key Responsibilities Partner with the Product Owner to Deliver Business Outcomes Work closely with the Product Owner to translate strategic priorities, business objectives, regulatory requirements and client needs into delivery-ready product increments, ensuring alignment across business and technology teams. Lead Business Analysis and Requirements Definition Lead the discovery, analysis, documentation and refinement of business requirements, user stories, acceptance criteria, business rules, process flows and non-functional requirements to support successful Agile delivery. Drive Backlog Readiness Partner with the Product Owner, architects, designers and technology teams to ensure epics, features and user stories are sufficiently defined, understood, sized and ready for development. Act as the primary point of contact for day-to-day business requirement clarification within the squad. Analyze and Improve Client and Advisor Experiences Evaluate current-state processes, client journeys, data flows and operational models to identify opportunities for simplification, automation, risk reduction and improved client, advisor and operational experiences. Facilitate Complex Problem Solving Lead workshops and collaborative sessions with stakeholders across Business, Operations, Technology, Compliance, Legal and Risk to define problems, evaluate options and recommend solutions that maximize business value. Support Product Decision Making Leverage data, operational insights, client feedback and business analysis to support prioritization, trade-off decisions and product recommendations while providing transparency on impacts, dependencies, risks and opportunities. Drive Delivery Excellence Support Agile events including backlog refinement, sprint planning, release planning, reviews and retrospectives. Ensure requirements remain aligned with business objectives throughout the delivery lifecycle. Ensure Quality and Business Readiness Partner with Quality Engineering and business stakeholders to validate solutions, support testing activities, ensure traceability from requirements through delivery and confirm business readiness for release. Challenge the Status Quo Continuously evaluate existing processes, workflows and solutions and recommend improvements that increase efficiency, scalability, regulatory compliance and client value. Mentor and Develop Team Members Provide coaching and guidance to Business Analysts and junior team members while promoting best practices in requirements management, Agile delivery, stakeholder engagement and problem solving. Required Qualifications • 7+ years of Business Analysis experience (Demonstrated experience leading requirements and analysis activities on large-scale business and technology transformation initiatives.) • Strong understanding of Agile delivery practices including backlog refinement, story mapping, sprint planning, user story development and acceptance criteria definition. • 5+ years of Experience performing current-state analysis, target-state design, gap analysis and business process re-engineering. • Strong understanding of regulatory and risk considerations within Wealth Management, including CIRO, AML, Fraud Management and KYC requirements • Experience with Jira/Confluence, MS Visio, Excel, PPT and Word Preferred Qualifications • experience within Wealth Management, Asset Management, Banking, or Financial Services environments. • Proficiency with SQL and data analysis tools • Proficiency with Postman and API testing tools Soft Skills • Exceptional stakeholder management skills with experience influencing business leaders, operations partners, technology teams and external vendors. • Strong facilitation skills with experience leading workshops, discovery sessions, process reviews and solution design discussions. • Strong analytical and problem-solving capabilities, with the ability to leverage data to support recommendations and decision making. • Proven ability to bridge business strategy and technology delivery by translating complex business problems into actionable solutions. Education and Certification Bachelor's degree in Business, Finance, Economics, Information Technology, or a related field.