Join a leading financial firm as a Lead Business Systems Analyst specializing in AI transformation for wealth management. Drive innovation by automating advisor workflows and implementing AI solutions.

You will play a key role in advancing AI capabilities within wealth advice by gathering and documenting comprehensive requirements. Your collaborations will span across various business stakeholders, enabling you to identify avenues for workflow automation while ensuring that solutions align with strategic goals.

Key Responsibilities:
• Lead requirement gathering for AI solutions in wealth management
• Collaborate with business teams to streamline workflows
• Define AI use case requirements like portfolio insights




• Design cohesive advisor cockpit solutions for data integration
• Communicate and document requirements clearly

Requirements:
• Deep experience in wealth management domains
• Ability to strategize for AI-driven solution needs
• Familiarity with RAG architecture and automation tools
• Skills in managing stakeholder expectations effectively
• Proficient in translating business needs to technical solutions

Transform the wealth advisory landscape with technological excellence.
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📌 Lead Analyst for AI-Driven Wealth Management (Ontario)
🏢 BeachHead
📍 Ontario