Lead Business Systems Analyst – Wealth Labs (Wealth Technology Transformation)

Overview:

We are seeking a Lead Business Systems Analyst (BSA) to join the Wealth Labs Programme, a strategic Wealth Technology transformation focused on creating a unified advisor experience across multiple wealth platforms, applications, and data sources. The programme will centralise fragmented workflows into a single digital workspace and introduce AI-powered capabilities that enable advisors to access information, navigate systems, and perform key tasks from one location.

This role sits within a small, cross-functional delivery team and will act as the bridge between business, product, data, architecture, and engineering stakeholders to define the future-state wealth platform and advisor experience.

Key Responsibilities:

- Lead business analysis activities across a large-scale Wealth Technology transformation.
- Elicit, analyse, and document business, functional, system, integration, and data requirements.
- Conduct stakeholder workshops and interviews across business and technology teams.
- Map current-state and future-state business processes.
- Analyse complex application landscapes, system dependencies, integrations, and data flows.
- Perform gap analysis and identify opportunities for process optimisation.
- Define AI-enabled user journeys, workflows, and business capabilities.
- Produce high-quality functional specifications and delivery documentation.
- Support roadmap planning, prioritisation, and implementation activities.
- Provide leadership and structure in ambiguous environments, helping drive decisions and align stakeholders.

Required Experience:





- 10+ years' experience as a Business Systems Analyst, preferably within Wealth Management.
- Deep understanding of the Private Wealth / High-Net-Worth (HNW) domain.
- Robust knowledge of:
- Advisor platforms and desktop applications
- Portfolio management and managed accounts
- Wealth operations and client servicing
- Wealth products and wealth data ecosystems
- CRM, trading, and portfolio management systems
- Proven experience supporting platform modernisation, digital transformation, or enterprise change programmes.
- Strong requirements gathering, process mapping, gap analysis, data analysis, and documentation skills.
- Ability to identify and explain system integrations, data sources, and end-to-end data flows.
- Excellent communication, facilitation, and stakeholder management capabilities.

Wealth Platforms & Technology -

Experience with one or more of the following is highly desirable:

- Wealth360
- Broadridge
- FIS Investor's Edge
- Book of Record (BoR) platforms

AI & Data Experience:

- Agentic AI, AI agents, intelligent automation, and workflow orchestration.
- Retrieval-Augmented Generation (RAG) and AI-enabled user experiences.
- Defining requirements for AI-assisted workflows and productivity solutions.
- Data mapping, data analysis, and modern data platforms.
- Experience using tools such as GitHub Copilot or similar AI solutions to support analysis and documentation.
- Understanding of AI governance, operationalisation, and responsible AI principles.

Contract Details:

- Initial 6-month contract with robust extension potential.
- Senior/Lead-level engagement.
- Hybrid, stakeholder-facing role within a major Wealth Technology transformation programme.

📌 Business Systems Analyst - Caspian One (Toronto)
🏢 Caspian One
📍 Toronto