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 casesRequirements:
Extensive experience in wealth management
Proven ability to define requirements for AI solutions
Solid knowledge of AI orchestration and multi-agent systems
Effective communication and stakeholder management skills
Strategic mindset balancing immediate and long-term business valueJoin this cutting-edge team and drive transformational change in wealth management using AI technology.#J-18808-Ljbffr
📌 Wealth Management Ai Systems Analyst Lead Toronto
🏢 BeachHead
📍 Toronto
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