AI Wealth Transformation BA

A Leading Financial Services Group is seeking an innovative AI Wealth Transformation BA to support digital initiatives within its financial planning practice. In this strategic functional position, you will take responsibility for capturing, analyzing, and documenting business requirements for AI-driven financial planning platforms. Furthermore, you will facilitate Program Increment (PI) Planning, map complex advisory workflows, and support continuous process improvement. Consequently, this role is vital for integrating artificial intelligence capabilities into core wealth management systems.

The AI Wealth Transformation BA must combine strong business analysis capabilities with direct, hands-on exposure to AI-related initiatives and scaled Agile methodologies. Collaborating closely with business headers and data science technology squads, you will support functional design, testing execution, and platform implementation. Therefore, the company is looking for a forward-thinking analyst who understands wealth journeys and Relationship Manager functionalities thoroughly. If you want to shape AI-powered financial advisory tools, this position offers an ideal path.

Key Responsibilities

• Gather, evaluate, and document functional business requirements for AI-enabled wealth and financial planning tools.
• Conduct process mapping and identify digital transformation opportunities across advisory workflows.
• Facilitate stakeholder requirement workshops and manage backlog prioritization within Agile environments.
• Support Program Increment (PI) Planning, sprint execution ceremonies, and solution design activities.
• Collaborate with cross-functional technology and business teams to deliver AI initiatives and digital platforms.
• Support functional testing, system implementation, change management, and post-launch process improvements.

Requirements and Qualifications

• Bachelor’s or Master’s degree in Business Administration, Computer Science, Finance, or a related discipline.
• 8+ Years of Business Analysis experience within digital transformation environments.
• Demonstrated hands-on experience participating in AI-related initiatives or AI-driven platform delivery.
• Strong proficiency in Program Increment (PI) Planning, Agile methodologies, process mapping, and stakeholder management.
• Desirable: Functional knowledge of wealth management customer journeys, financial planning tools, or RM capabilities.