Wealth Transformation BA

A Leading Financial Services Group is seeking an agile Wealth Transformation BA to support its regional digital transformation practice. In this business-facing functional position, you will take responsibility for gathering, evaluating, and documenting business requirements across digital wealth management platforms. Furthermore, you will facilitate Program Increment (PI) planning sessions, map process flows, and ensure complete requirement traceability. Consequently, this position is essential for driving regional software rollouts and modernizing wealth interfaces.

The Wealth Transformation BA must combine deep business analysis discipline in digital environments with hands-on expertise in scaled Agile methodologies. Working alongside cross-functional business, operations, and IT teams, you will support solution design, quality testing, and change management activities. Therefore, the organization is looking for a collaborative analyst who understands wealth management customer journeys and Relationship Manager tools. If you want to drive high-impact international wealth transformations, this position is for you.

Key Responsibilities

• Gather, analyze, and document complex business requirements for digital wealth transformation initiatives.
• Perform detailed process mapping and identify business process improvement opportunities across digital channels.
• Facilitate business requirement workshops and maintain strict requirement traceability matrices throughout execution.
• Support Program Increment (PI) Planning, sprint ceremonies, and backlog grooming within Agile delivery setups.
• Partner with cross-functional technology squads to support solution design, testing, deployment, and change management.
• Align digital wealth deliverables with regional strategy, regulatory guidelines, and organizational standards.

Requirements and Qualifications

• Bachelor’s degree in Business Administration, Finance, Information Technology, or a related field.
• 8+ Years of core Business Analysis experience operating within digital environments and transformation projects.
• Strong proficiency in Program Increment (PI) Planning, Agile delivery frameworks, and requirement elicitation.
• Demonstrated expertise in process mapping, functional design, testing support, and executive stakeholder management.
• Desirable background: Understanding of wealth management customer journeys or Relationship Manager (RM) capabilities.