Elevate wealth management innovation as a Lead Business Systems Analyst focusing on AI transformation.

Collaborate with top financial clients to design advisory solutions that automate workflows and enhance productivity.

In this pivotal role, you will lead strategic initiatives to modernize wealth advisory ecosystems.

Your expertise in adviser workflows and AI-driven solutions will be critical as you gather requirements, identify automation opportunities, and design seamless end-to-end advisor cockpit solutions.

Key Responsibilities:
• Lead requirements gathering for AI wealth advisory solutions
• Collaborate with stakeholders to map daily workflows
• Define requirements for AI-powered use cases
• Design integrated advisor cockpit solutions




• Translate AI vision into actionable use cases

Requirements:
• Extensive experience in wealth management
• Proven ability to define requirements for AI solutions
• Robust knowledge of AI orchestration and multi-agent systems
• Effective communication and stakeholder management skills
• Strategic mindset balancing immediate and long-term business value

Join this innovative team and drive transformational change in wealth management using AI technology.
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Required Skill Profession

Management & Operations

📌 Wealth Management AI Systems Analyst Lead (Toronto)
🏢 BeachHead
📍 Toronto